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Archive a Customer

These steps describe how to archive a customer. This excludes this customer from all drop down lists in KashFlow.

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Archive Customers

There may be moments when you will no longer do business with a Customer and will want to represent this in Kashflow, and remove them as options from your drop-down lists. You do this within Kashflow by Archiving the Customer, and this can be done either on an individual or multiple Customer basis.…

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Customer Details

This article will detail the fundamental components of your Customer’s details. To view a particular Customer’s details you will first need to do the following: Customers > Click on the Customer with the details you wish to review You will be directed to the respective Customer’s detail screen which will include…

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Customer Source

You may want to monitor how you have acquired your Customers for reasons of knowing where to assign funds for marketing, or to evaluate your main Customer’s habits etc. Kashflow handles this through Sources. Creating a Source By default, a Customer Source is assigned to the ‘Other’ category. You can add another…

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Customers Screen

The Customers screen is where you can see a list of all your existing customers and add new ones too.

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