Customers

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Credit Control for Individual Customers

It would be useful to be able to select automated credit control for specific customers. At the moment it's either all the customers or none.

Andrea Hall over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

A Heald over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...

Katrina Boydon almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...

Katrina Boydon almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

Guest over 3 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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