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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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Adding Bank Details to Invoices

Bank details, and any other additional information, such as payment terms, can be added to all of your invoices. This information will appear under the invoice line items. To add this, go to Settings – > PDF Themes – > choose the relevant theme – > Misc Options – >…

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E-Mail an Invoice

You will often want to supply your Customers with an Invoice you have raised them, you can do this via E-Mail without ever having to leave Kashflow. You can do this on an individual basis, or collectively. Individually To E-Mail an Invoice to a single Customer you will first have to…

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