KashFlow Knowledge Base - Sales Basics

Sending an Invoice

KashFlow — Tue, 03 Nov 2020 09:44:42 +0000

This article will talk you through the different methods of how to send an invoice.

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E-Mail an Invoice

James Akinsowon — Tue, 03 Nov 2020 09:40:02 +0000

You 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 get to the Invoice you […]

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Adding Bank Details to Invoices

Melanie Harry — Tue, 24 Feb 2015 13:46:31 +0000

Bank 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 – > Additional Text. The Additional Text […]

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How to show Sales/Product Code in the Invoice, Purchase or Quote description

Jay Tank — Fri, 20 Feb 2015 12:06:31 +0000

How 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 to Settings on the left […]

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Adding a Note To Quotes, Invoices and Purchases

George Gillespie — Thu, 18 Jul 2013 11:07:56 +0000

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 note that the customer/supplier will […]

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Packing Slips & Delivery Notes

KashFlow — Mon, 28 Jan 2013 17:05:46 +0000

This article will help you with setting up packing slips/delivery notes.

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Recording Payments

KashFlow — Mon, 28 Jan 2013 16:10:20 +0000

This article will tell you how to record a payment on an invoice.

The post Recording Payments appeared first on IRIS KashFlow.

Creating an Invoice

KashFlow — Mon, 28 Jan 2013 16:07:31 +0000

This article will help you with raising an invoice.

The post Creating an Invoice appeared first on IRIS KashFlow.

Invoice Numbering

KashFlow — Mon, 28 Jan 2013 14:00:07 +0000

This article advises on invoice numbering within KashFlow

The post Invoice Numbering appeared first on IRIS KashFlow.