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Customer Sources

KashFlow gives you the option of selecting a customer source letting you record how you acquired this customer. This can be used for reporting purposes and is particularly useful in monitoring where you are getting most of your business from. This could be from referrals, advertising campaigns, partner companies etc. Setting Up…

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Sales Codes

This article describes what a sales type is, how to add a new one, how to delete and how to set a default sales type for all customers

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