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Invoicing Module


You have the option to add the Invoicing Module to any level of CashManager.

The invoicing module provides the ability to raise quotes and invoices for your customers and to keep track of your supplier invoices. It also allows you to manage any stock you may have.

Ideally suited to users who want to:
- Produce professional looking quotes and invoices
- Manage their stock
- Manage supplier invoices
- Report on sales
- Report on products

Features of the Invoicing Module:

Create quotes - You can create quotes and keep editing them until approved and ready to be converted to an invoice. In just 3 simple clicks, you can convert a quote into an Invoice.
Produce professional invoices and statements - There are several templates already created in CashManager to print professional Invoices, Statements and Quotes. These however can be modified to suit your needs depending on the information required to be displayed.
Manage stock levels - At any stage, you can run the stock report, which will individually tell you the stock you have on hand, the amount sold, the amount of stock received and adjusted.
Track product costs - You can enter your purchase price for a product, which will allow you to track the profit level on each product.
The ability to 'turn off' either customer or supplier invoicing - depending on what feature you need, you can turn the supplier or customer invoicing on or off.
Produce professional statements - Similar to Invoices and quotes, you have a choice of a few statement templates, which once again can be modified to suit your needs.
Produce reports on sales, aged analysis, ledger and reorder - CashManager has the ability to produce reports on your sales, aged analysis, ledger and reorder at any given time for any particular period.
Produce customer or supplier labels and/or listing - Using the Customer or Supplier listing report, CashManager gives you the ability to print labels for mailing purposes. You can also Import/Export Customers and Suppliers for mail merge purposes.
  Produce Gross Profit Report - As the name suggests, this will give you a gross profit for a specific period. This report can be run for both customers and products.
Export and import customer and product lists.

Each level of CashManager can be purchased with or without the Invoicing Module. If you are already operating a CashManager system, you may purchase the Invoicing Module as an add-on. 

Please contact us to purchase the Invoicing Module.
 
  • Can I produce Financial Reports using CashManager?

  • Yes you can. CashManager has a facility to produce financial reports, however we recommend asking your Accountant about this service. 

    CashManager PLUS offers Profit & Loss and Balance Sheet reporting, but unlike the Lite and Standard levels of CashManager, requires some double entry bookkeeping experience to maximise its use.

    Please contact your Accountant or Accomplish directly for further advice on using CashManager PLUS.

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Thank you for the extra time you took to cover the last topic, online, from the Accelerator course I attended in December. I cannot recommend more highly the course content, you as a trainer and as a result of those two Cashmanager as a business accounting programme. I was already singing its praises as an extremely intuitive and user friendly system but the course raised that praise several notches. My only suggestion for something I would like to see would be some time spent with an expert Cashmanager trainer to watch how I do things and suggest any streamlining of those processes if that is available. I also find your support line excellent and would give special mention to Eugene who has got me out of a hole many times. Thank you again (20.01.2012)

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Inscience Ltd