Sales & Invoices Archives - IRIS KashFlow

PDF Themes – Advanced

George Gillespie — Tue, 11 May 2021 08:00:36 +0000

Preface This article assumes the reader has knowledge of at least the basic principles of both HTML and CSS, and explains the majority of HTML and CSS features that are unique to KashFlow’s PDF Theme Generator. This does not advise on general HTML/ CSS practises. If you are not devising a PDF Theme entirely from […]

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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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Wholesale Pricing

KashFlow — Thu, 17 Oct 2019 11:00:54 +0000

This guidance explains how to set up and use wholesale pricing

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WorldPay Credentials for Card Payments

Ivan Stoyanov — Fri, 11 Dec 2015 13:26:45 +0000

If you want to use the WorldPay card processor to take payments for customer invoices in KashFlow, you would need to link your WorldPay account with KashFlow. Before integrating, please ensure that you have added a PayOnline button on unpaid invoices. To start, navigate to Payments > Card Payments > Get Started. You will be […]

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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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Searching Sales and Product Codes on Invoices and Purchases

Melanie Harry — Tue, 24 Feb 2015 13:31:21 +0000

This article will talk you through how to search for a Sales or Product Codes on a Invoice or Purchase. When adding a line item to an invoice, you can select the relevant Sales and Products Codes in a drop down menu, If there are more than 10 Sales and Products codes available on KashFlow […]

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Recording EC Sales

Jay Tank — Fri, 20 Feb 2015 16:58:58 +0000

This article will describe how to create EC sales invoices for customers. This is applicable for your customers who are VAT registered in another EC Member State or are based outside of the EC. Prior to recording a sale or invoice, you will need to ensure that the customer is either, VAT registered in another EC Member […]

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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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Payment Methods

KashFlow — Wed, 11 Feb 2015 10:07:45 +0000

The KashFlow system will allow you to set up multiple payment methods that you are able to apply to invoices and purchase receipts. Setting Up To start, go to Settings > Lists> Payment Methods. Use the Payment Methods options to set the following; Invoice Payment Methods – When you add a payment to an Invoice you […]

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Invoice Appearing as Blank

George Gillespie — Thu, 22 May 2014 15:44:19 +0000

If you find in KashFlow that your invoice doesn’t display when going in to Invoices> Click on the invoice in question. Then this could be down to Windows keywords being activated in your Customer/Supplier code. If you have any of these codes – CON, PRN, AUX, NUL, COM1, COM2, COM3, COM4, COM5, COM6, COM7, COM8, COM9, LPT1, […]

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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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Recording Batch Payment On Sales

George Gillespie — Wed, 03 Jul 2013 15:28:15 +0000

You may find sometimes that you have received payment for multiple invoices from a customer; this can be recorded as one payment to save you having to pay each one manually. How to record the payment This can be done by going to Invoices> New Batch Payment, where you will then be asked for. Date – […]

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Contra & Payments In Kind

KashFlow — Thu, 31 Jan 2013 10:44:02 +0000

This guidance explains how to deal with contra/payments in kind

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Product Codes on Invoices

KashFlow — Thu, 31 Jan 2013 10:41:47 +0000

This guidance explains how to get KashFlow to display product codes on invoice line items

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Show Part Payments on Invoices

KashFlow — Thu, 31 Jan 2013 00:11:30 +0000

This guidance explains how to show part payments on invoices

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Early Payment Discount

KashFlow — Wed, 30 Jan 2013 23:32:46 +0000

This article advises on how to apply an early settlement discount to an invoice

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CIS – Deductions on Labour and not Materials

KashFlow — Wed, 30 Jan 2013 23:29:04 +0000

This article explains the causes and resolution for errors when trying to process card payments

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CIS – No CIS Button on Invoices

KashFlow — Wed, 30 Jan 2013 23:23:21 +0000

This article advises on the reason that no CIS Button will show on your invoices

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Suggested Nominal Codes

KashFlow — Wed, 30 Jan 2013 21:07:55 +0000

This guidance provides a list of suggested nominal codes that you can use

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Refunds & Credit Notes

KashFlow — Wed, 30 Jan 2013 19:03:23 +0000

This article advises on why a bank account is shown on your credit note and refund payments

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Cash & Retail

KashFlow — Wed, 30 Jan 2013 17:05:23 +0000

This article describes how to deal with retail, cash and daily sales

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Gift Vouchers

KashFlow — Wed, 30 Jan 2013 13:17:38 +0000

This article advises on the sale and acceptance of gift vouchers

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Credit Note for an unpaid invoice

KashFlow — Wed, 30 Jan 2013 11:53:13 +0000

This guidance advises on how to create a credit note for an unpaid invoice. This can be used if a customer cancels their order with you before paying.

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Credit Note for a part paid invoice

KashFlow — Wed, 30 Jan 2013 11:51:53 +0000

This guidance shows you how to create a credit note for a part paid invoice, meaning that you can write off the remaining amount of the original invoice.

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Credit Note for a fully paid invoice

KashFlow — Wed, 30 Jan 2013 11:50:37 +0000

This guidance shows you how to create a credit note for a fully paid invoice, this can be used if your customer returns something to you but you don’t provide refunds for example.

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Refund Overpayment – Leaving the invoice as fully paid

KashFlow — Wed, 30 Jan 2013 11:47:49 +0000

This article explains how to refund an overpayment in KashFlow

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Refund Part Payment – Leaving the invoice as paid

KashFlow — Wed, 30 Jan 2013 11:46:09 +0000

This guidance shows you how to refund a payment against an invoice but leave the invoice as paid. This can be used if the customer cancels their order entirely with you and would like their money back.

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Refund Full Payment – Leaving the invoice as paid

KashFlow — Wed, 30 Jan 2013 11:44:59 +0000

This article advises on how to fully refund an invoice but leave the original invoice as paid.

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Refund Part Payment – Leaving the invoice as part-paid

KashFlow — Wed, 30 Jan 2013 11:43:29 +0000

This article explaisn how to refund how to part refund an invoice and leave the invoice as part paid.

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Refund Full Payment – Leaving the invoice as unpaid

KashFlow — Wed, 30 Jan 2013 11:41:25 +0000

This guidance explains how to refund an invoice in full, leaving the invoice as unpaid.

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Stock Management & Control – Step 4 – Reporting

KashFlow — Wed, 30 Jan 2013 11:14:26 +0000

This article advises on some of the reporting options that are available when using the stock control and management functionalities of KashFlow

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Stock Management & Control – Step 3 – Purchasing

KashFlow — Wed, 30 Jan 2013 11:12:25 +0000

This article explains how purchasing linked items affects your stock and availability

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Stock Management & Control – Step 2 – Linking

KashFlow — Wed, 30 Jan 2013 11:10:55 +0000

This article explains how to link sales types & products, with outgoing types and sub-outgoing types.

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Stock Management & Control – Step 1 – Basics

KashFlow — Wed, 30 Jan 2013 11:09:42 +0000

This article explains the fundamentals of products and pricing in KashFlow

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Payment Terms

KashFlow — Mon, 28 Jan 2013 17:13:09 +0000

This article will help you with setting up your payment terms for your invoices.

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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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Payment Receipts & Remittance Advice

KashFlow — Mon, 28 Jan 2013 16:25:41 +0000

This article will tell you how to print and email payment receipts and remittance advice.

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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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Recording Payments

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

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

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Creating an Invoice

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

This article will help you with raising an invoice.

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Automatic Credit Control

KashFlow — Mon, 28 Jan 2013 14:58:55 +0000

This article explains how to set up and use automatic credit control within KashFlow

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Reminder Letters

KashFlow — Mon, 28 Jan 2013 14:57:20 +0000

This article explains how to send your customer reminder letters via KashFlow

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Bad Debts

KashFlow — Mon, 28 Jan 2013 14:53:09 +0000

This article explains how to write of a remaining payment on an invoice as a bad debt

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Disabling a Repeat Invoice

KashFlow — Mon, 28 Jan 2013 14:44:38 +0000

This article explains how to disable a repeat invoice

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Copying a Repeat Invoice

KashFlow — Mon, 28 Jan 2013 14:43:35 +0000

This article explains how to copy a repeat invoice

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Getting Started Repeat Billing Invoice

KashFlow — Mon, 28 Jan 2013 14:42:34 +0000

This article explains how to set up a new repeat bill/invoice

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Products

KashFlow — Mon, 28 Jan 2013 14:30:14 +0000

This article explains products and how to use and create them within KashFlow

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Manual Discounts

KashFlow — Mon, 28 Jan 2013 14:12:00 +0000

This article describes what manual discounts are and how they should be applied to customers.

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Automatic Discounts

KashFlow — Mon, 28 Jan 2013 14:08:20 +0000

This article discusses Automatic Discounts and how to apply these to customers

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VAT Calculation Methods

KashFlow — Mon, 28 Jan 2013 14:02:28 +0000

This article advises on VAT calculation methods that can be used on your invoice line items

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Invoice Numbering

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

This article advises on invoice numbering within KashFlow

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Sales Codes

KashFlow — Sun, 06 Jan 2013 15:17:17 +0000

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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