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How to Integrate with Kashflow
How to integrate with Kashflow1. Firstly, you need to sign up with Kashflow unlessyou already have an account with them   ...
5. Head back to intouchcrm6. Go to Setup & More  integration                                      8. You can then ‘synchr...
9. You can then go on to create invoices. Go to ‘Leads & Sales’ on the left hand sidetab bar and then select ‘Invoices’ on...
11. Fill in the necessary details                12. Select ‘Add Item to Invoice’                                         ...
13. Fill in boxes and select                                             ‘Add Item’                                       ...
15. You can then email it across tothe client and it will look similar tothe image shown                                1...
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How to integrate with kashflow

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Intouchcrm integrates with different systems to save you time and hassle transferring data between multiple systems. Kashflow is one such system, allowing you to run off invoices

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Transcript of "How to integrate with kashflow"

  1. 1. How to Integrate with Kashflow
  2. 2. How to integrate with Kashflow1. Firstly, you need to sign up with Kashflow unlessyou 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
  3. 3. 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
  4. 4. 9. You can then go on to create invoices. Go to ‘Leads & Sales’ on the left hand sidetab bar and then select ‘Invoices’ on the horizontal tab 10.Select ‘Add Invoice’
  5. 5. 11. Fill in the necessary details 12. Select ‘Add Item to Invoice’ 
  6. 6. 13. Fill in boxes and select ‘Add Item’ 14. You can keep adding items and also addpayments when they have been paid 
  7. 7. 15. You can then email it across tothe client and it will look similar tothe image shown 16. This is how it will look in theInvoice tray. You can edit it atany time by clicking the invoicenumber
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