Customers Archives - IRIS KashFlow

Merging Customers

James Akinsowon — Thu, 09 Sep 2021 08:03:22 +0000

This article will talk you through how to merge two (or more) Customers who have Invoices (and/ or Quotes) assigned to them respectively. The method by which we do this is simply changing which Customer the Invoice (and/ or Quote) is assigned to. Important Note: If an Invoice has been included on a VAT return […]

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Getting Started Video – An Introduction To KashFlow

Jessica McKenna — Fri, 17 Feb 2017 11:52:28 +0000

Hello 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 your bank feeds Creating and […]

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Discounts for Customers

James Akinsowon — Mon, 11 May 2015 14:37:51 +0000

You may encounter situations where as a promotion, or part of a VIP program you will want to enable a specified Discount for particular Customers. This can be setup to be either an Automatic process, or a Manual one you control and apply on a per Invoice basis. Setting Up To begin using Discounts you will […]

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VAT, EC and Non-EC Customers

James Akinsowon — Fri, 27 Feb 2015 14:16:18 +0000

If you are VAT Registered, it will be important to record details of your Customer’s VAT Number if they have one, and are based in another EC Country, or outside the EC entirely. Recording a Customer’s VAT Number You can record the Customer’s VAT Number by: Customers > Options > Amend the “VAT Number” field to […]

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Customers Screen

James Akinsowon — Fri, 27 Feb 2015 13:44:57 +0000

The 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 unique Code for the Customer […]

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Deposits and Advanced Payments

James Akinsowon — Fri, 27 Feb 2015 13:29:18 +0000

You 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 > Invoice, Stats, etc > Under […]

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Customer Statement

James Akinsowon — Fri, 27 Feb 2015 12:00:04 +0000

You 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 appropriate parameters > View Statement You […]

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Customer Details

James Akinsowon — Wed, 25 Feb 2015 17:09:03 +0000

This 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 the following tabbed areas; Profile: This […]

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Using Custom Fields for Customers

James Akinsowon — Wed, 25 Feb 2015 16:38:59 +0000

Although we supply the means for you to record the fundamental information of your Customers, we understand you may on occasion want or require the capacity to record further details. Kashflow allows this by allowing you to create up to 20 additional Custom Fields to appear under your Customer’s “Other info” (or, “CIS and Other […]

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Using Skype to Contact Customers

James Akinsowon — Wed, 25 Feb 2015 15:42:54 +0000

As technology advances and businesses expand from local to national and international markets, communication at a distance is becoming increasingly more versatile and necessary. One of the most adaptable and flexible cross-platform means for communication is via “Skype” software. This offers you the opportunity to instant message, offline message, audio and video call people on their […]

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Archive Customers

James Akinsowon — Wed, 25 Feb 2015 15:15:33 +0000

There 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. Archive an Individual Customer You […]

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E-Mail a Customer Statement

James Akinsowon — Tue, 24 Feb 2015 17:51:07 +0000

Sometimes you may want to supply your Customers with a document of their activity with you, KashFlow handles this by creating Customer Statements that you can E-Mail to them without having to leave the application. You can do this on an individual basis, or collectively. E-Mail an Individual Statement If you wanted to send an […]

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Customers – Advanced Payment & Deposits

KashFlow — Mon, 28 Jan 2013 16:19:27 +0000

This article will help you with setting up and applying advance payments.

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Customer Sources

KashFlow — Sun, 09 Dec 2012 01:28:54 +0000

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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Customer Details (Customer Profile)

KashFlow — Sat, 08 Dec 2012 23:36:49 +0000

This article describes the customer details screen, otherwise known as the customer profile

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Add a new customer

KashFlow — Sat, 08 Dec 2012 23:16:49 +0000

This article describes how to add a customer

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Customers Screen

KashFlow — Sat, 08 Dec 2012 21:11:09 +0000

The Customers screen is where you can see a list of all your existing customers and add new ones too.

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