Invoicing

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.

• Customised Invoices

  Control the look of your invoices by adding your own details and logos and by removing and adding different elements.

• Editable Invoices

  With other systems, once you save an invoice it’s set in stone.

  With KashFlow you can edit the invoice whenever you like.

• Unlimited Invoices

  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.

• Automatic Invoicing

  You can set up invoices to be created automatically at any given interval and even

  have them automatically sent to your customers.

• Automatic Reminders

  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.

• Payments Received

  Automatically lists received payments and show the amount now owed.

• Product Lists

  Pre-enter a list of products or services, and even set it to

  automatically fill in the price, description and VAT rate.

• Payment Buttons

  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).

• Discounts

  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.

• Tax Breakdown

  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.

• Bulk Payments

  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.

• Custom Fields

  Display custom fields on an invoice, such as a purchase order number or project name.

• Tax Calculations

  Automatic calculation of VAT and other taxes, including CIS.

• Any Currency

  Add any currency you like and create invoices in that currency; exchange rates update automatically.

• Copy Invoices

  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 Invoices

  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.

• Payment Receipts

  Print or email receipts for payments received.

• Extensive Reporting

  Lots of useful reports can be viewed based on the invoicing information.