Lists Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/settings/lists/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 29 Aug 2019 13:48:18 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Lists Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/settings/lists/ 32 32 Sales Codes https://www.kashflow.com/support/kb/sales-codes/ Sun, 06 Jan 2013 15:17:17 +0000 http://www.kashflow.com/?p=381 This article describes what a sales type is, how to add a new one, how to delete and how to set a default sales type for all customers

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]]> Customer Sources https://www.kashflow.com/support/kb/customer-sources/ Sun, 09 Dec 2012 01:28:54 +0000 http://www.kashflow.com/?p=126 KashFlow 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 customer source called ‘Other’ is […]

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