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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

Customise Statements

Would be great to be able to change/customise the columns on emailed customer statements.
Currently the default columns of

Date | # | Purchase Order | Due | Invoice Issued | Payment Received

Are pretty useless if, like mine, your customers don't use purchase orders.

Cheers

Jim
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Jim, Thanks for your feedback. This is a very good point, it hasn't been brought to our attention before but I can certainly run it past our user experience team who could look to make a change within the system.
  • Attach files
  • Guest
    Reply
    |
    Feb 8, 2018

    Hi, 

    It would be extremely useful if we could email/download the statements in invoice order, so you can see easily which invoice has been paid or not as the case maybe.  

    Many thanks

    Sarah

  • Guest
    Reply
    |
    Jan 10, 2017

    We do not use purchase orders either.

  • +1
1 MERGED

To amend fields on Customer statements

Merged
I would like to be able to replace purchase order column in Customer statements with Description from each individual invoice. This would show the customer brief description from the statement about the invoice
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged