Customers

Showing 87

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 about 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Different primary email addresses for invoicing/statements

Within the customer area it would be useful to be able to record an email address for invoicing and a separate email address for sending statements which automatically inserts into the email template. Currently, i can only record one primary email...

Rachel Walker over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Change product code default globally

The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Highlight certain customers

Hello, i would like to know if there is a way to highlight certain customers on Kashflow so other departments can see this particular customer is highlighted for a reason, without using the Notes option, i need it to be more clear at the start of ...

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

0 VOTE

Cash receipt allocation

Cash receipt sometime is posted without the remittance advice. Kashflow should allow a feature for a posted receipt to be able to allocate to multiple invoices.

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY