Add a new customer
This article describes how to add a customer
Read moreThis article describes how to add a customer
Read moreThere may be moments when you will no longer do business with a Customer and will want to represent this in Kashflow, and remove them as options from your drop-down lists. You do this within Kashflow by Archiving the Customer, and this can be done either on an individual or multiple Customer basis.…
Read moreThis article will detail the fundamental components of your Customer’s details. To view a particular Customer’s details you will first need to do the following: Customers > Click on the Customer with the details you wish to review You will be directed to the respective Customer’s detail screen which will include…
Read moreThis article describes the customer details screen, otherwise known as the customer profile
Read moreKashFlow gives you the option of selecting a customer source letting you record how you acquired this customer. This can be used for reporting. It 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 A…
Read moreYou may often encounter situations where you will want to view the activities between a Customer and yourself, their debts and credits. Kashflow handles this through a Customer statement. Viewing the Statement To navigate to a Customer’s Statement, take the following steps: Customers > Click on the appropriate Customer > Statement > Select…
Read moreThis article will help you with setting up and applying advance payments.
Read moreThe Customers screen is where you can see a list of all your existing customers and add new ones too.
Read moreSee how IRIS KashFlow works with your business and your books