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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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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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Customers Screen

The Customers screen is where you will be able to create and view all of your existing Customers within KashFlow. You can navigate to this screen by clicking on “Customers” from the left hand side panel. The Anatomy of the Screen Your Customers list  will show you four columns of detail: Code; the…

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Deposits and Advanced Payments

You may often encounter moments where a Customer has paid a deposit or supplied money before an Invoice is issued. Kashflow handles this as an Advanced Payment. Recording an Advanced Payment You can navigate to the Advanced Payment creation for a Customer by two means: Customers > Select the appropriate Customer >…

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