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Getting Started Video – An Introduction To KashFlow

Hello and welcome to your KashFlow Getting Started video. This video will show how to set up your KashFlow account and give you an overview of the initial steps from getting started to creating an invoice. In this video we cover: Entering your business details Creating customers Creating Quotes Reconciling…

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Merging Customers

This article will talk you through how to merge two (or more) Customers who have Invoices (and/ or Quotes) assigned to them respectively. The method by which we do this is simply changing which Customer the Invoice (and/ or Quote) is assigned to. Merging the Customer To begin this please…

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VAT, EC and Non-EC Customers

If you are VAT Registered, it will be important to record details of your Customer’s VAT Number if they have one, and are based in another EC Country, or outside the EC entirely. Recording a Customer’s VAT Number You can record the Customer’s VAT Number by: Customers > Options > Amend…

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