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SUBMIT IDEA

Customers

Showing 248 of 3014

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...
Guest almost 8 years ago in IRIS KashFlow / Customers / Payments 1 Acknowledged

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!
Guest almost 8 years ago in IRIS KashFlow / Customers 1 Will not implement

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

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 5 years ago in IRIS KashFlow / Customers 0 New

Customer statements should have the ability to print our bank details on the statement.

Customers ring to ask for bank details after receiving a statement. The details are on an invoice but customers pay from the statement.
Guest over 5 years ago in IRIS KashFlow / Customers 1 New

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker almost 3 years ago in IRIS KashFlow / Customers 0 New

Automatically calculate interest on outstanding invoices

Before I updated the system, Kashflow worked out how much interest we could charge on outstanding invoices, it was a great way of getting customers to pay up. Now it doesn't appear to feature.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.
Guest over 5 years ago in IRIS KashFlow / Customers 0 Planned

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.
Guest over 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 New