Tired of spending an eternity making a Word document look pretty? With KashFlow, you can easily customise and edit invoices. The system can issue invoices automatically and notifies you by email when they become overdue – It’s the next best thing to having a PA, or a super-intelligent helper monkey.
Control the look of your invoices by adding your own details and logos and by removing and adding different elements.
With other systems, once you save an invoice it’s set in stone.
With KashFlow you can edit the invoice whenever you like.
There is no limit to the number of invoices (or customers) you can create.
And no hidden or unexpected charges for creating lots of them.
Emailable, Printable PDFs
Invoices are created as PDFs which you can print or send by email from within the software.
Alternatively, you can click a button and have them automatically sent via standard snail mail.
You can set up invoices to be created automatically at any given interval and even
have them automatically sent to your customers.
The system notifies you by email if an invoice becomes overdue.
It even gives you effective, pre-written reminder letters to send to the customer.
Automatically lists received payments and show the amount now owed.
Pre-enter a list of products or services, and even set it to
automatically fill in the price, description and VAT rate.
A “Pay Online” button can be added to your invoices (from our selection, or upload your own)
that links to a page for customers to pay you with a credit card (PayPal or Merchant Account required).
In one click you can add a discount to all or just some of the invoice – at different rates for different customers if need be.
Refunds, Credit Note, Bad Debts
If you need to refund or write-off an invoice, you can do so very easily.
Overdue and Paid Stamps
Optionally automatically show a stamp on an invoice to show whether it’s been paid or is overdue.
Different options for how to show the amount(s) of tax included on an invoice.
Packing Slips / Delivery Notes
Print a copy of your invoice without any financial information shown.
Mark multiple invoices as paid with one payment from a single screen.
Notes and Comments
Add comment lines to invoices and add notes just for your own reference.
Display custom fields on an invoice, such as a purchase order number or project name.
Automatic calculation of VAT and other taxes, including CIS.
Add any currency you like and create invoices in that currency; exchange rates update automatically.
In a couple of clicks you can create a new invoice that is a copy of an existing invoice – and then edit it if you want to.
Rename “Invoice” and all of the fields on an invoice to anything you like.
Invoice from Quotes
You can convert a quote/estimate to an invoice, with or without deleting the original quote.
Print or email receipts for payments received.
Lots of useful reports can be viewed based on the invoicing information.