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…
Read moreYou 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 >…
Read moreYou may encounter situations where as a promotion, or part of a VIP program you will want to enable a specified Discount for particular Customers. This can be setup to be either an Automatic process, or a Manual one you control and apply on a per Invoice basis. Setting Up To…
Read moreSometimes you may want to supply your Customers with a document of their activity with you, KashFlow handles this by creating Customer Statements that you can E-Mail to them without having to leave the application. You can do this on an individual basis, or collectively. E-Mail an Individual Statement If…
Read moreHello 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…
Read moreThis 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. Important Note: If an Invoice has been…
Read moreAlthough we supply the means for you to record the fundamental information of your Customers, we understand you may on occasion want or require the capacity to record further details. Kashflow allows this by allowing you to create up to 20 additional Custom Fields to appear under your Customer’s “Other…
Read moreAs technology advances and businesses expand from local to national and international markets, communication at a distance is becoming increasingly more versatile and necessary. One of the most adaptable and flexible cross-platform means for communication is via “Skype” software. This offers you the opportunity to instant message, offline message, audio and…
Read moreSee how IRIS KashFlow works with your business and your books
