The Customers screen is where you will be able to create and view all of your existing Customers within KashFlow. You can navigate to this screen by clicking on “Customers” from the left hand side panel.
The Anatomy of the Screen
Your Customers list will show you four columns of detail:
- Code; the unique Code for the Customer
- Name; the Name you have given to the Customer
- Value; the total value of the Paid Invoices and Unallocated Payments for the individual Customer
- Outstanding Balance; the total value of any Unpaid and Overdue Invoices for the individual Customer
Sorting Your Customers
You can sort the list of Customers by any one of the four columns by clicking its heading. For example, clicking “Name” will sort your Customers alphabetically, or reverse, dependent on what the order currently is.