Accounting

You can customize your Estimate documents in any way inside Cashboard.

Click here for a full reference on how to customize your Invoices with Cashboard.

We give you access to the HTML and CSS our server uses to produce the files. And with one click, you can PDF those files to email to your clients, or for your own archives.

• Fully customize the language
  • Translate the document to your own language. Feel like invoicing in Chinese? German? Go right ahead…
• Fully customize the layout
• Upload images
  • Upload your company logo in GIF, JPG, or PNG format
  • Upload an image of your signature to make them more personalized
• Colors
  • Use your company’s color scheme
  • Create a custom color scheme with CSS
• Show or hide time entries
  • Time entries for each line item can be included in the invoice, providing a great summary for your clients of what happened and when.
• Add your own notes
  • Each invoice has a notes field, where you can add any text you like.
  • Great for VAT, or PO numbers!

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.

If you’d like to add a discount to your invoice, it’s easy to do so.

Navigate to the invoice’s Items tab, then add a new line item with a negative number for the Flat Fee box.