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The really, really simple alternative to complex accounting systems.

Cashbook Version Update 21.101 Revised

Website Updates

Money In and Money Out now have expanded screens.  And they work independently of each other.  This allows more room for you to view and enter transactions.  Use the Home button to bring you back to normal view (Home Screen).

Invoicing area.  When your customers pay their invoices, you will be asked whether you would like the amount posted to the Money In area.  If you do the cashbook will automatically record the amount with the Invoice number in Money In.  If not, it will be the same as the current way of doing it, the invoice just gets marked Paid.  If you are using the Money In option be careful not to duplicate your receipts.

Money In, you can now add descriptions for amounts received.  Additional performance graphics are also available on the Money In Screen.

Overdue Invoice reminders.  You can now send emails to remind your customers that their Invoices are overdue for payment.

Email log.  You can now check if emails for invoices, quotes, and reminders have been sent.  A log will show the date sent.

Be aware that system emails that are sent to your customers, i.e. Sales invoices, can be edited if you'd like to personalise them a bit more.

Functionality.  You can have multiple tabs open with different cashbook content to enable easy access when dealing in different areas of the cashbook.

Invoice is not due to be paid yet?  That's ok, put it in any way with the date it is due for payment, this will get the paper trail off your desk and filed away. It will appear red until it's time to pay.  Then simply right-click when you've made payment.



APP Updates
Latest changes for Invoice/Quotes 

Dynamic Color, 'Money In' status update, Confirmation Dialog before Updating Invoice Status, and
multiple actions for 'View PDF', Send Overdue Emails (Available for Overdue Invoices only) & 'Email Log' are now visible in the app.

Edit & Delete lines in your invoices for running invoices. 

            

Confirmation dialog to confirm 'Money In' or 'Paid' Status Multiple actions including 'View PDF', Send Overdue Emails & 'Email Log' are now visible                     Email Log                     

           

       

Edit or Delete Invoice Entries Editing an Invoice Entry


Enjoy

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