Onboarding emails
Onboarding emails contain links to key product help that enable your clients to get up and running with IRIS Elements Cashbook.
The emails, sent over the course of one week, contain links to specific help content. that will guide your clients through the set up of new clients and suppliers as well as creating and emailing quotes and sales invoices and, setting up a payment provider and recording payments.
If VAT registered, there are also links to information on how to sign up with HMRC for Making Tax Digital for VAT in order to submit VAT returns.
To enable or disable your clients from using this feature:
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Go to the menu and select Settings.
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Then select the Settings tab and enable the ‘Allow clients to receive onboarding emails if they have access to IRIS KashFlow’ option.
To download the onboarding emails, click the links below:
Everything you need to get up and running as quickly as possible. Also, find out about signing up for our IRIS Pay payment processing service. It's free and included in your subscription.
Information about recording sales
Find out how to record your sales activity, create quotes and sales invoices and set up a payment provider.
Information to help you record your purchases
Find out how to add suppliers and create purchase orders and invoices.
Information on using a payment processor
Find out how to set up a processor to enable customers to pau you using Payonline.
Find out what you need to do to sign up with HMRC for making Tax Digital for VAT.