Let's add some data
Once you've finished setting up, you're ready to start adding some data.
Add customers
You can't do anything without adding customers! Once added, you can create quotes, invoices and take payments.
Create quotes
Quotes are optional, but once added, you can easily convert the quote to an invoice.
Create sales invoices
Create and issue sales invoices to tell your customers how much they owe you and how they can pay you.
Record payments received
When you receive payments, you need to assign them to the applicable invoice and record the payment.
Add suppliers
You can record everything you buy in IRIS KashFlow. Start by adding the people who supply you.
Create purchase orders
Once you've added suppliers, you can issue purchase orders to let them know what you want to buy. Once you've issued the purchase order, you can easily convert it into a purchase invoice.
Create purchase invoices
Create a purchase invoice whenever you make a purchase. This lets you record exactly what's been purchased, who from and how much was spent.
Record payments made
Once you've created purchase invoices and the goods have been received, you can pay the supplier.