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Currently browsing Purchases & Receipts

Adding a Note To Quotes, Invoices and Purchases

You may find sometimes when creating a quote, invoice, or recording a purchase, that you need a specific note on the document to send to the Customer/Supplier. An example of this would be maybe sending a purchase order where you need to state reverse charge will be applied. Adding a…

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Creating a Purchase Receipt

Any purchases you make will need to be recorded in KashFlow, this is done by creating a purchase receipt – in other software this may be known as a purchase invoice. Create a new receipt by going to Purchases > Create+. Creating a Purchase Receipt A purchase receipt can be created…

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E-Mail a Purchase Order

There may be occasions where you will want to formally request goods and services from your Suppliers, Kashflow handles this as a Purchase Order. To E-Mail a Purchase Order to your Supplier you will want to go to either: Purchases > Click on the Purchase you wish to E-Mail > Click on…

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Payment Methods

The KashFlow system will allow you to set up multiple payment methods that you are able to apply to invoices and purchase receipts. Setting Up To start, go to Settings > Lists> Payment Methods. Use the Payment Methods options to set the following; Invoice Payment Methods – When you add a…

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PDF Themes – Advanced

Preface This article assumes the reader has knowledge of at least the basic principles of both HTML and CSS, and explains the majority of HTML and CSS features that are unique to KashFlow’s PDF Theme Generator. This does not advise on general HTML/ CSS practises. If you are not devising…

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