Suppliers
How Do I Record A Return To A Supplier?
Returns apply when goods you have purchased are returned to the Supplier. To process a Return: 1. Select the supplier from the Supplier List and click the [Returns] button. 2. Click on the [New] button. 3. The top left corner displays the supplier’s ...
How Do I Add Suppliers?
When you click on the Suppliers tab in the Invoice section, the Supplier List will display. This consists of: Supplier List: The Supplier List is the main window of the Purchases section of Invoice Manager. The Supplier List can be sorted by Supplier ...
How Do I Create A Purchase Order? UK
Purchase Orders are used to order goods from your suppliers. The Purchase Orders page allows you to see what orders you have for the selected supplier and when they were created. You can create new Purchase Orders and view/edit existing orders from ...
How Do I Apply An Over-Payment To A Purchase Invoice?
To apply the overpayment to another invoice, select the supplier in the Supplier List and click on the [Apply Overpayment] button. Change the date as necessary. Click on the drop-down arrow next to the Invoice Selected box to display a list of the ...
How Do I Record A Payment Against a Purchase Invoice? UK
Open the Money Out section by clicking on the [Money Out] button to the right of the Supplier List. This will list all the Purchase Invoices waiting to be paid for all suppliers. The Payment Date will automatically have today’s date per the computer, ...
How Do I Create A Purchase Invoice?
Purchase Invoices are generally recorded when you have received the goods and have an invoice from your supplier. This enables you to keep track of payments you owe to your suppliers. It is also used for inventory control as Purchase Invoice items ...
How Do I Process Payment Against A Supplier Invoice?
Open the Money Out section by clicking on the [Money Out] button to the right of the Supplier List. This will list all the Purchase Invoices waiting to be paid for all suppliers. The Payment Date will automatically have today’s date per the computer, ...
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 ...