Adding any document - invoice - terms or miscellaneous important information required to the actual supplier/customer you are using.
Julie Shepherd
Aug 9, 2018
Hi Carole. There is a facility to attach files to a customer or supplier record on the bottom of the profile tab. Clicking "Files" will display an "Add Files" button which will open the window to select which file you wish to attach. If you need any further help with this, please contact support@kashflow.com.
Hi Carole. There is a facility to attach files to a customer or supplier record on the bottom of the profile tab. Clicking "Files" will display an "Add Files" button which will open the window to select which file you wish to attach. If you need any further help with this, please contact support@kashflow.com.