You may find sometimes when creating a quote, invoice, or recording a purchase, that you need a specific note on the document to send to the Customer/Supplier. An example of this would be maybe sending a purchase order where you need to state reverse charge will be applied. Adding a…
Read moreBank details, and any other additional information, such as payment terms, can be added to all of your invoices. This information will appear under the invoice line items. To add this, go to Settings – > PDF Themes – > choose the relevant theme – > Misc Options – >…
Read moreThis article will help you with raising an invoice.
Read moreYou will often want to supply your Customers with an Invoice you have raised them, you can do this via E-Mail without ever having to leave Kashflow. You can do this on an individual basis, or collectively. Individually To E-Mail an Invoice to a single Customer you will first have to…
Read moreHow to show numeric codes for nominal codes, not just the code names This article will describe how to display the code of your nominal code when raising an invoice. Some users may find it easier to search by code rather than name. In order to do this please go…
Read moreThis article advises on invoice numbering within KashFlow
Read moreThis article will help you with setting up packing slips/delivery notes.
Read moreThis article will tell you how to record a payment on an invoice.
Read moreSee how IRIS KashFlow works with your business and your books
