Customers
How Do I Process a Receipt?
1. Select the customer from the Customer List and click the [Money In] button. 2. Record the (Receipt Date). This defaults to today’s date per the computer but can be edited. 3. Record a (Reference Number) if required. 4. The (Current Balance) for ...
How Do I Set-Up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...
Inventory In Invoice Manager
Inventory Items make it easy to prepare your invoices and provide you with management information to help run your business. Some features of the Inventory are only available in the Cashflow Manager GOLD edition. However, both versions of Cashflow ...
How Do I Print A Statement For A Customer?
To print Statements for your customers, click on the [Reports] tab, select the [Statements] Report from the list and click on the [Continue] button. Choose the options for the report as detailed in the above section. Click on the [Preview] or [Print] ...
How Do I Record an Invoice?
Sales Invoices are the bread and butter of your business, so to speak. For goods that you sell, or services you provide, a tax invoice is issued, and payment is expected from the customer. Invoice Manager helps you keep track of outstanding invoices ...
How Do I Remove A Receipt From An Invoice? UK
The Remove Money In Transaction option allows you to remove a Receipt that has been applied in error. 1. Click on the [Tools] menu and select [Remove Money In Transaction]. 2. From the drop-down box, select the Receipt. Click the [Remove] button. 3. ...
Invoice Basics
Invoicing within Cashflow Manager provides everything you need to record your invoices for the business and to keep track of invoiced amounts that are still owing. Getting Started During the setup process, you will need to record your company name ...
How Do I Generate Customer & Sales Reports?
Click on the [Reports] tab on the left-hand side menu under Invoice. Once a report is selected, there are options to select different parameters for the generation of the report. The Report Options listed in the following table are: C –Customer ...
How Do I Create An Adjustment Note?
An Adjustment Note usually occurs when goods are returned for credit, or there is a dispute with a customer that results in a negotiated reduction in an account. In other words, an adjustment note applies a credit to an account. In fact, they used to ...
How To Apply Credits To Invoice's
A Credit Amount can occur when a customer pays more than the balance of their outstanding invoices, or pays a deposit for an invoice that has not yet been prepared. When applying a receipt for more than the total of the invoice, the surplus is saved ...
How do I locate and remove a receipt?
If a customer needs to modify an invoice that has already been marked as paid, they will need to remove the receipt for the invoice. If the customer as a lot of invoices and receipts in their system, it is recommended to run the processed receipts ...
How Do I Apply An Overpayment to an Invoice?
An overpayment may occur if you pay more than the balance of an invoice. The overpayment amount will be saved as credit with the Supplier, to be used to pay off another invoice. Note: Overpayments cannot be applied where you are using Taxable ...
How do I set up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...
Popular Articles
How Do I Update My Payment Details? UK
Need to change your credit card details? Log on to our shop and update your subscription so you don't lose access to Cashflow Manager. This takes about five minutes. If you already know your password for the shop, log in at this link my account: ...
How Do I Run Cashflow Manager on an Apple Mac? UK
Cashflow Manager is a Windows-based program. However, the MacBook, MacBook Pro, Mac Mini and the iMac computers have the capability of converting to the Windows PC platform via two methods. Option 1: Using software called “Boot Camp” which can be ...
How do I download and install the program from the website?
Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...
How Do I Set Up The Inventory Section?
Inventory Items make it easy to prepare your invoices and provide you with management information to help run your business. Some features of the Inventory are only available in the Cashflow Manager GOLD edition. However, both versions of Cashflow ...
How do I set up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...