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SUBMIT IDEA

Customers

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Have customer contact name, contact Tel No. and email address on invoice for export invoices also EORI

This is required on the invoice by transport companies before they will pick up goods. Most of information already in Customer data.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Days Since Last Payment

A Customer or Sales report that identifies the number of days since a payment was last made. So we can quickly and easily identify customers whom are over 30 days or otherwise customisation. This can even be applied to suppliers and purchases.
George Ross about 4 years ago in IRIS KashFlow / Customers 0 New

BUGFIX (URGENT) - Correct VAT options for Customer Profiles

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...
Rich Mellor about 4 years ago in IRIS KashFlow / Customers 5 New

When creating a batch payment the remittance advice does not show/print the Batch number - if added this would be helpfull

No description provided
Guest about 4 years ago in IRIS KashFlow / Customers 1 New

Include a total of batch payment on a statement at the bottom of all the individual payments that constitute the batch payment

On a customer statement a bulk payment is split into the amounts of all the invoices. The total of the bulk payment is not mentioned on the statement.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Additional tab for customer quotes/PO request

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agr...
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Price list

I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

Customer order number

Can I set up a message on a customer, saying that we need an order number before an invoice can be processed?
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

Customer Statements

There needs to be the ability to easily edit the existing Customer Statements to tailor to our requirements e.g. "company name" is not always relevant depending on the type of customer, "purchase order" is irrelevant for some types of industry, ad...
Martin Greig over 4 years ago in IRIS KashFlow / Customers 0 New