Android Mobile FAQs

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.

  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]

Before you get started using the Cashflow Manager mobile invoicing application, make sure you have the latest version of Cashflow Manager installed on your PC.

  1. Download the Cashflow Manager App on your android device from the Play Store.
  2. Create a Microsoft OneDrive account
  3. Run the Cashflow Manager PC software, and setup your mobile connection(s) in Invoice/Tools/Options/Mobile Device Connection.
  4. Click on Initial Sync for each device and [Save].
  5. On your Android Device, open the Cashflow Manager app, answer “Yes” to the opening OneDrive question.
  6. Answer [Yes] to set up sync
  7. Wait for your data to synchronise

You are now ready to start using the Cashflow Manager Invoicing application.

The Cashflow Manager invoicing application can be downloaded from the Google Play Store either on your Android device or computer.

  1. Press the Play Store icon on the device.
  2. In the search bar at the top of the screen search for Cashflow Manager invoicing.
  3. Press on the Cashflow Manager invoicing search record.
  4. Press [Install] and the app will begin installing on your device.

The Cashflow Manager application does not sync data automatically to your desktop version file.

To sync data from the invoicing application to the Cashflow Manager PC program, you must press [More] and select [Run Sync].

Alternatively you can press the ‘Refresh’ icon at the top of the screen to run the sync.

To use the Cashflow Manager invoicing application you must have a One Drive account. One Drive is free online storage that comes with your Microsoft account.

To sign up for a Microsoft account:

  1. Go to the Microsoft account sign-up webpage and then click [Sign Up Now].
  2. Enter your first and last name
  3. To use an existing email address enter it in the ‘User Name’ box
  4. To get a new email address click [Get a new email address]
  5. Complete the rest of the form and click [Create account]

If you used an existing email address, you’ll need to verify it to prove that it’s yours.

To sign into your OneDrive, you must login to your Microsoft account in Outlook.com

To sign in:

  1. Go to http://onedrive.live.com and enter your email address and password.
  2. Click [Sign In]

You will now have access to your OneDrive.