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Customer Statement

You may often encounter situations where you will want to view the activities between a Customer and yourself, their debts and credits. Kashflow handles this through a Customer statement. Viewing the Statement To navigate to a Customer’s Statement, take the following steps: Customers > Click on the appropriate Customer > Invoices, Stats,…

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E-Mail a Customer Statement

Sometimes 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…

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