How to update address/contact details on your account
Open up KashFlow Bookkeeping and go to:
· Company Details
· Click on the Address Line. This will open all address lines and these can be edited with the correct information.
· Under Contact Details, you can type in the correct information.
· Click “Update” at the bottom of the screen.
How to upgrade a license from a trial account
Open up KashFlow Bookkeeping and go to:
· Settings> Manage Subscription.
· Choose the package you wish to subscribe to and click the relevant “Subscribe” button.
· You will be then asked to enter your card payment details.
How to switch account package (New User Interface Only):
You are able to upgrade or downgrade your subscription from this page.
To do this, open up KashFlow Bookkeeping and go to:
· Settings> Manage Subscription.
· Select the package you wish to switch to and click the relevant “Switch to” button.
NOTE:
You will only be able to switch to the Starter package if you are not using any foreign currencies, additional users or imputing more than 10 invoices a month.
How to change card payment details:
Open up KashFlow Bookkeeping and go to:
· Settings> Manage Subscription> Change Card Details
How to view previous subscription invoices:
Open up KashFlow Bookkeeping and go to:
· Settings> Manage Subscription> Click the link for “You have XX subscription invoices”
How to cancel your KashFlow Subscription:
Open up KashFlow Bookkeeping and go to:
Settings> Manage Subscription> Cancel Subscription.