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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 about 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

Archived Customer in Seperate List

Is there away you can put Archived customers into a separate list so we can still access them if needed, I need to download a separate list but cant so this would make life easier so we can still find them easily.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Utilise credit notes on later invoices

I have a credit note on a customer file which I wanted to use against an invoice dated later than the credit note. However, Kashflow does not allow this. It is not unlikely that a credit would be raised for a customer to use against future invoice...
Simon Grant over 4 years ago in IRIS KashFlow / Customers 1 New

Reports to be run between dates

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Settings: Add a setting to make the a-z horizontal like it was on legacy on Customer search

No description provided
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

In Sales invoices under customer, allow users to change the Name field

In our company we create our customer invoices on a Manufacturing IT package and then post the invoices on to Kashflow our accounts package, I accidently post and invoice under the wrong customer, it did not come to light until after I had submit ...
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

'Call Customer' reminder date

To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month
Ian M almost 5 years ago in IRIS KashFlow / Customers 0 New

Globally change sales code

I want a feature to change the default sales code for all existing customers, I have edited my sales codes and I want to change the default sales code for all existing customers not just new customers but its not possible.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Add customer Email and Telephone details to Invoice/Packing Slip.

We are an online retailer and manually book couriers frequently to send items to our customers. We book using the details on the packing slip (or delivery note as we call it). As we have to supply to the couriers the email and telephone numbers of...
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New