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Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

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 over 6 years ago in IRIS KashFlow / Customers / Payments 1 Acknowledged

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!
Guest over 6 years ago in IRIS KashFlow / Customers 1 Will not implement

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 4 years ago in IRIS KashFlow / Customers 1 New

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts
Guest about 2 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 4 years ago in IRIS KashFlow / Customers 0 New

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New