Frequently Asked Questions

No. We do not access your computer. Our software uses your internet connection to communicate with our servers to validate your licence status. We keep our products continually updated and where a product is no longer licenced or supported our smart technology prevents further access.
  1. To add a new inventory item, press the [+] button at the top right corner of the screen. This will take you to the inventory item detail screen
  2. Type in a unique item code for the product.
  3. Record the description that you want to appear on your invoices in the description field.
  4. Select the tax type to allocate the correct GST to the product. Note that the description, tax type and sell price can all be changed for individual invoices where the standard option does not apply.
  5. Record the sell price. If you use GST inclusive prices, record the GST inclusive sell price.
  6. Press [Save]
  1. To add a new inventory item, press the [+] button at the top right corner of the screen. This will take you to the inventory item detail screen
  2. Type in a unique item code for the product.
  3. Record the description that you want to appear on your invoices in the description field.
  4. Select the tax type to allocate the correct VAT to the product. Note that the description, tax type and sell price can all be changed for individual invoices where the standard option does not apply.
  5. Record the sell price. If you use VAT inclusive prices, record the VAT inclusive sell price.
  6. Press [Save]
  1. Click on [Add Item] on the right-hand side of the Inventory list.
  2. Fill out the details for the item. When all information has been entered, click on the [Save] button in the bottom right-hand corner of the screen. If you wish to add another item, click on [Save & New].
  3. The item will now be added to the Inventory list.
  1. To add a new customer press the [+] button at the top right corner of the screen. This will take you to the Customer Details screen.
  2. Records the customer’s details, and make sure a unique customer code is included by pressing on the relevant field and typing the information.
  3. Press [Save] and exit the screen.
Once a customer is added, you can modify their details by selecting them from the list, and pressing the relevant field. You can then type the new information and press [Save].
To add a new sales invoice, press the [+] button at the top right corner of the screen. This will take you to the invoice details screen where you can add the invoice details, items and totals.
To add a new sales invoice, press the [+] button at the top right corner of the screen. This will take you to the invoice details screen where you can add the invoice details, items and totals.
The Cashflow Manager invoicing application can be downloaded from the App Store on your iPhone or iPad.
  1. Press the App Store icon the your iPhone/iPad.
  2. Tap the search icon and in the search bar type in ‘Cashflow Manager Mobile Invoicing’. Tap [Search].
  3. Select the search result when it appears.
  4. Tap [Free} and then [Install]. The app will then start installing on your device.
Option 1: Open ‘Boot Camp’. You will find the Boot Camp Assistant app in the Utilities folder of your Mac. Once Boot Camp is installed you will be able to install Windows 7, 8 or 10 on a separate partition. You will then be able to install your Cashflow Manager software. Option 2: You will need to purchase software, called Parallels or VMware Fusion, which allows you to install Windows 7, 8 or 10 onto your Mac. This program can be placed in the program dock and opened at any time while working within a Mac environment. You can toggle between the two platforms (Mac or Windows) as necessary.
Cashflow Manager is compatible with the smaller 100% DPI settings, so if the settings are incorrect you may not be able to see all the program. Refer to the Windows operating platform you use below, to change your DPI settings: Windows 7
  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer
Windows 8
  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer
Windows 10
  1. Close Cashflow Manager
  2. Click on your [start] button
  3. Select [Settings]
  4. Select [System]
  5. Select [Display]
  6. Change the setting to 100%
  7. Restart your computer