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Automated credit control emails to contain the Direct Debit mandate

We can automate credit control emails to go out and this asks for customers to pay the outstanding invoice. However, it doesn't give them an option to then click and signed the Direct Debit Mandate and we can only send this out separately and ends...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Harvest Customers details

I would like to be able to harvest all my customer email addresses for such things as creating one email to all customers with a sales offer etc
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Search customer by date entered onto kashflow

It would be useful if you could see what date you created the customer through a report. I have issues where I have to put customers on kashflow and a sales database and its hard to know without spending hours checking both databases if i have don...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer statement for Service sector to modify and remove purchase order colum.

Please we need following changes on the customer statement. Remove the purchase order heading and as we are invoicing as service and no need purchase order . Invoice No heading missing Please can move our VAT number to left-hand side. Please co...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Print delivery address label

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label
Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

Data download for large follow up campaign

Hi there, I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes. It would be good to be able to download custo...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts to be the totals of the invoice not per line.

A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts need to be the totals of the invoice not per line.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Need Kashflow to search for words or names in all fields of an account

HiIs there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with se...
lisa bartup almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Merging of two customer accounts

I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Highlight overdue invoices on statements

currently when a statement is produced showing unpaid invoices for a customer there is no way to show whether these invoices are due or past due. It would be helpful if there was an option to have these invoices highlighted in the statement as bei...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged