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KashFlow Ideas

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Status Acknowledged
Product IRIS KashFlow
Categories Customers
Created by Gethin Davies
Created on Apr 4, 2019

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. 

It would be useful to be able to add additional text boxes etc to the statements. 

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      Feb 19, 2025

      The current format is very paper consuming. You either need to allow customer to make their own template or you need to review the current format and make it more streamlined. Attached are your format and an example of the same account in a proposed revised consolidate format.. Plus a second revised format, showing partial payments. Showing payments clearly in the description line as such, as currently the description is the same as the invocie. It makes for difficult reading. Hope this is a simple but useful improvment to your product.