Frequently Asked Questions
How do I create a customised layout using the Invoice Layout Wizard?
- Click [Tools].
- Click [Invoice Setup Wizard].
- Choose ‘Create new invoice template’.
- Enter a name for template and click [Next].
- On this screen you can edit any details relevant to your business by clicking [Edit]. Make sure you click [Save] after making any changes. When you are happy with edit click [Next]
- Choose ‘Yes’ to include remittance advice. Click [Next]
- Choose which company details to print on remittance advice. Click [Next]
- Choose your customers details to print on remittance advice. Click [Next]
- Choose the Invoice Details you would like to appear. Click [Next]
- Choose "Yes" to adding Direct Deposit/EFT to remittance bank. Enter in your relevant Bank details. Click [Next]
- Choose ‘Yes’ to accept credit cards. Tick the relevant boxes. Click [Next]
- You may add a logo on this page. It needs to be a JPG file and no larger than 339 x 154 pixels.Click [Browse] and navigate to where logo is saved on your computer
- You may preview your invoice here by clicking [Preview].
- Click [Save Finish].
- Invoice Layout "name" Saved. Click [OK].
- Select [Yes] to set this as your active layout.
How do I create a purchase invoice?
- Select the supplier’s name from the list and click on [Purchase Invoices] on the right-hand side of the screen.
- Click on [New] on the right-hand side of the screen.
- Type in the details of the invoice and click [Save].
- Once the purchase invoice has been saved click [Lock]. No further changes can be made to this purchase invoice.
How do I customise my money in and money out columns?
To customise your columns click on the ‘customise columns’ icon. The page that appears will give you the option to customise your ‘Money in’ or ‘Money out’ columns by clicking the tab for the section you wish to modify. The table lists all the columns that are included in the business template you selected and includes five fields of information, which you need to fill in:- The Column Name, which can be up to 50 characters in length and must be unique
- The Accountant’s Code is used to match the codes used by your accountant’s general ledger program. If you don’t know the code your accountant uses, leave this blank.
- The Tax Type determines the VAT reporting that applies to the column.
- The Profit/Loss status - if the checkbox is ticked, then the column will be included in the Profit and Loss Report; if not, it will appear on the Balance Sheet (Movement) Report.
- Hide, which allows irrelevant columns to be hidden from the Money In and Out sections.
- [Add New] Click on this button to add a new column.
- [Delete] Click on the line for the column you wish to delete and then click on the [Delete] The column will be deleted unless there is data recorded in that column.
- [Undo] The [Undo] button will be activated when you delete a column. You can click on this button to ‘undo’ the deletion.
- [Sort A-Z] Sort your columns alphabetically.
- [Sort Z-A] Sort your columns in reverse alphabetical order.
- [Add to All Accounts] Columns in one account can be added to all other accounts.
- [Up and Down Arrows] Move your selected column in the direction of the arrow, one position for each click.
- [Save] Click on this button to save the changes you have made. An information box will advise that your changes have been saved.
- [Cancel] Exit the Customise Columns table. Any changes you have made since you last clicked the [Save] button will not be saved.
How do I download and install the program from the website?
Visit the Cashflow Manager Downloads Centre and select the version you wish to install.- Click [Save] to save the downloaded file to a location of your choice on your computer (e.g.: downloads folder).
- Once the program file has finished downloading, navigate to the location to which you saved it.
- Double-click on the file.
- Click on ‘More Info’ and then click on ‘Run Anyway’.
- Follow the easy installation wizard to finish the process. Once the program has installed, a program icon will be created on your desktop.
- Double-click on the Cashflow Manager desktop icon and away you go!
How do I download the mobile invoicing application?
The Cashflow Manager invoicing application can be downloaded from the Google Play Store either on your Android device or computer.- Press the Play Store icon on the device.
- In the search bar at the top of the screen search for Cashflow Manager invoicing.
- Press on the Cashflow Manager invoicing search record.
- Press [Install] and the app will begin installing on your device.