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Using Kashflow

  • Associate
  • Practice Licence
  • 5 posts
  • # 115900

I have inherited a client with Kashflow. A reasonable amount of their business does not involve invoicing. They simply visit the client, do the job and get paid by cheque straightaway. I can't figure out how such jobs get on the Sales on Kashflow, without creating an invoice.

Am I missing something?

  • Associate PM.Dip
  • Practice Licence
  • 37 posts
  • # 115902

Hi Philip

I would think that they might be entered as a Bank transaction.  Click on 'Bank' on the left hand side of the home screen and depending on whether you are entering them as Bank Account or Cash Account, click View/Add.  Then 'add the transaction' using the nominal code for sales. If the client is VAT registered, don't forget to enter the amount including VAT and it will then deduct the VAT for your VAT Return.

I'm not surprised you have found it confusing as I had the same issue when I first started using it. Hope this resolves the issue.

Jan


  • Associate
  • Practice Licence
  • 5 posts
  • # 115904

Hi Jan

Many, many thanks!

I think you might just have saved what remains of my sanity.

 

Philip

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