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 moreThe Customers screen is where you can see a list of all your existing customers and add new ones too.
Read moreThe 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…
Read moreYou may often encounter moments where a Customer has paid a deposit or supplied money before an Invoice is issued. Kashflow handles this as an Advanced Payment. Recording an Advanced Payment You can navigate to the Advanced Payment creation for a Customer by two means: Customers > Select the appropriate Customer >…
Read moreHello and welcome to your KashFlow Getting Started video. This video will show how to set up your KashFlow account and give you an overview of the initial steps from getting started to creating an invoice. In this video we cover: Entering your business details Creating customers Creating Quotes Reconciling…
Read moreSee how IRIS KashFlow works with your business and your books