Accounting
Accounting Overview
All of Cashboard’s features are useless, unless you can get paid for using them. Sending invoices and collecting payments is where Cashboard really shines.
Ordering Tasks and Items
We’ve just added the ability to reorder Estimate and Project tasks, as well as Invoice Items.
To do so, just...
Multi Currency Support
By popular demand, today we launch our initial version of multi currency support. You can even bill each of...
PDF Estimates, Invoices, and Timesheets
Printing a web page never looks like it should. Good thing Cashboard lets you download PDF files for estimates, invoices, and timesheets.
Show time entries on your invoices
Give your clients a detailed break down of where their money is being spent.
Adding a discount to invoices
If you’d like to add a discount to your invoice, it’s easy to do so.
Navigate to the invoice’s Items...
How to work with deposits
If you work like we do, you take money up front from your clients. After receiving that deposit, you should enter it inside Cashboard as a payment.
How can I customize my invoices?
You can customize your Estimate documents in any way inside Cashboard.
Accepting Payments Online
Cashboard allows you to accept payments online via credit card or PayPal. Get your invoices paid faster by accepting payments online.
How to invoice your clients
Invoicing is a major part of Cashboard. Find out how to work with invoices here.
Scheduled Invoices
Never forget to create an invoice again. Cashboard lets you set a schedule to create recurring invoices automatically. Let us be your billing department.
Billing in multiple currencies
Not only does Cashboard support 47 currencies, but now you can bill your clients in a different currency than your own.
How’s it work? Read on…
