![]() Any future invoices for these customers will automatically save to their respective folders.Īny quotes uploaded to Dropbox will also be saved in the same customer folder. When you upload an invoice for another customer, the customer folder will again automatically be created using the customer code from KashFlow. It is within this final folder that you will see the invoice that you have just uploaded. Within this folder will be another folder labeled with the customer code from within KashFlow. To view this in Dropbox, you will need to log into your Dropbox account from If this is the first time you are logging in to Dropbox after connecting to your KashFlow account, you will see that new folders within the “KashFlow” Folder will automatically be created under a folder called “Customers”. Once completed, you will see a yellow banner at the top of the screen to say this has been completed.
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