Submit Idea
SUBMIT IDEA

Customers

Showing 86

Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Customising Credit Control Letter frequency per customer

We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

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 almost 4 years ago in IRIS KashFlow / Customers 0 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

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 about 4 years ago in IRIS KashFlow / Customers 0 New