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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.
 
  • How do I set up email in CashManager so that I can send files from CashManager itself?

  • There are a couple of ways of setting up email within CashManager.

    Click on Setup>Options. Select the Email option on the bottom of the screen.
    A. Enter your email address in the first blank field e.g. Abc@xyz.co.nz
    B. Choose MAPI Client as the preferred method if you use Microsoft Outlook / Outlook to send and receive email. By doing this you will... [Read More]

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What Customers Say

About 18 years ago when I first started in business, I had a lot of trouble finding an accounting package that was accessible. I got my accountant to look for something for me. We tried some products, but they were very difficult to use and the companies would not play ball. In the year 2000 the accountant found CashManager and I had a look at the trial product, it was an instant success. I didn't have any problems compared to what I had before. Therefore I purchased CashManager and decided not to update to any newer versions. I called Accomplish to rejoin support in November 2009 and was advised that there had been some enhancements made to help users of screen readers. When I updated, I was very, very impressed with what had been done, and pleased with the company’s commitment to my marketplace. Accomplish have now given me 100% independence in my business and personal life. I wish to thank Accomplish for taking the time to do what they have done.

Michael Pantelidis

M.J Marketing, April 2010