how to integrate with kashflow

How to Integrate with Kashflow

How to integrate with Kashflow

1. Firstly, you need to sign up with Kashflow unless you already have an account with them

2. Sign in & go to settings

3. Scroll down to the bottom and select ‘API Settings’

4. Tick ‘Enabled’ and un-tick ‘Restrict Access’ and update

5. Head back to intouchcrm6. Go to Setup & More integration

8. You can then ‘synchronise Customers’ and click ‘ok’ to the pop up box if you are happy

9. You can then go on to create invoices. Go to ‘Leads & Sales’ on the left hand side tab bar and then select ‘Invoices’ on the horizontal tab

10.Select ‘Add Invoice’

11. Fill in the necessary details

12. Select ‘Add Item to Invoice’

13. Fill in boxes and select

‘Add Item’

14. You can keep adding items and also add payments when they have been paid

15. You can then email it across to the client and it will look similar to the image shown

16. This is how it will look in the Invoice tray. You can edit it at any time by clicking the invoice number