Record other customer information

The images and steps in this topic are based on our new design (which you can currently switch on and off). If you haven't switched the new design on, the images may look different.

The Other Info tab is used to record any customer Credit limit you wish to apply along with other information such as GoCardless mandate numbers. You can also create custom fields to record bespoke information which is entered via this tab.

If you have CIS (Construction Industry Scheme) enabled, this tab is labelled CIS and Other Info and is used to record CIS details for this customer.

  1. Go to Sales > Customers, then select the required customer.

  2. Select the Other Info tab.

    screen shot of the customer other infomration page in IRIS Kashflow 

  3. If you wish to enforce a credit limit for this customer, record the details here.
  4. Select any CIS options that apply; Apply CIS to sales invoice, Apply reverse charge VAT, or both.
  5. Record any required information, then select Update details.