Invoice Manager FAQs

  1. Click [Tools].
  2. Click [Invoice Setup Wizard].
  3. Choose ‘Create new invoice template’.
  4. Enter a name for template and click [Next].
  5. 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]
  6. Choose ‘Yes’ to include remittance advice. Click [Next]
  7. Choose which company details to print on remittance advice. Click [Next]
  8. Choose your customers details to print on remittance advice. Click [Next]
  9. Choose the Invoice Details you would like to appear. Click [Next]
  10. Choose “Yes” to adding Direct Deposit/EFT to remittance bank. Enter in your relevant Bank details. Click [Next]
  11. Choose ‘Yes’ to accept credit cards. Tick the relevant boxes. Click [Next]
  12. 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
  13. You may preview your invoice here by clicking [Preview].
  14. Click [Save Finish].
  15. Invoice Layout “name” Saved. Click [OK].
  16. Select [Yes] to set this as your active layout.
  1. Select the supplier’s name from the list and click on [Purchase Invoices] on the right-hand side of the screen.
  2. Click on [New] on the right-hand side of the screen.
  3. Type in the details of the invoice and click [Save].
  4. Once the purchase invoice has been saved click [Lock]. No further changes can be made to this purchase invoice.
  1. Click on [Add Item] on the right-hand side of the Inventory list.
  2. Fill out the details for the item. When all information has been entered, click on the [Save] button in the bottom right-hand corner of the screen. If you wish to add another item, click on [Save & New].
  3. The item will now be added to the Inventory list.
  1. Select the customer from the customer list and click on [Money In].
  2. A window will appear with a list of invoices for this customer. Click in the ‘Amount Received’ box and type in the amount. Click on [Save].
  3. If you would like to transfer your receipt to Cashflow Manager, tick the box that reads ‘Transfer to Cashflow’ and select the account. If you do not want to transfer the amount, do not tick this box.
  4. If the receipt has been added correctly click on [Save] in the bottom right-hand corner of the screen.
  5. Click [OK] and the receipt will be added.