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Configuring SagePay

In Settings -> Card Options  you can select a payment processor for handling card payments. To use SagePay with your KashFlow account, you will need to add the address of our server to your VSP account. Login to your SagePay account. From the ‘Administration’ menu, choose ‘Account Parameters Scroll down…

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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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Document Customisation – Alpha Numeric Invoice Number

Invoice numbers in KashFlow can only be numeric, however we have developed a workaround to simulate alpha-numeric invoice numbers and record them as such in KashFlow. This workaround involves using the the Customer Reference field for your own numbering format and editing the PDF Theme to show the Customer Reference number in…

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