Apple 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 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 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].

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.

Once the Cashflow Manager application is downloaded and installed, it must be connected to your Cashflow Manager PC program.

This connection enables the Cashflow Manager PC program to sync data to the application via OneDrive.

To set up the mobile device connection and perform the initial sync:

  1. Sign into OneDrive
  2. Open your Cashflow manager Program and current Cashflow Manager file
  3. Click on the ‘Invoice’ tab
  4. Click on [Tools]
  5. Click on [Options]
  6. Click on [Mobile Device Connection]
  7. Choose your ‘Sync Time’. This is the interval at which the Cashflow Manager program automatically syncs data to the app. The program defaults the time to 5 minutes, but this can be changed.
  8. Add in your mobile devices. The program allows you to have up to 5 mobile devices connected to the application.

To find the name of your mobile device on your iPhone/iPad, tap the ‘settings’ icon. Select the Cashflow Manager application. The mobile identifier will appear under sync settings (eg: MOB1)

You will then need to copy this mobile identifier into the ‘Mobile Devices’ section of the PC program.

  1. Once the Mobile Identifier has been entered click on the [Initial Sync] button.
  2. When all information is entered into the ‘Mobile Device Connection’ section of the program click [Save].

You are now ready to use the Cashflow Manager Application.

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.

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 to your iPhone or Ipad from the Apple store.
  2. Create a Microsoft OneDrive account
  3. Run the Cashflow Manager PC software, and setup your mobile connection(s) in Invoice/Tools/Mobile Device Connection
  4. Click on [Initial Sync] for each device and [Save]
  5. On your iPhone/iPad open the Cashflow Manager application and answer [Yes] to open OneDrive.
  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 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.