Manager.io/Manager

Trading name

Contact details

Enter contact details as they should appear at the top of all invoices you print or send

Enter trading name as it should appear at the top of all invoices you print or send

Only administrators can rename business name.

Currency symbol

Enter currency symbol prefix and/or suffix such as {0} if required to be shown on invoices

SMTP server requires autentication

Use SSL

Port

Host

Use custom SMTP server

Set email address from which invoices, quotes, orders, reports and other documents should be sent from when using Email function.

General Ledger Transactions

Purchase Invoice Item

New Purchase Invoice Item

You don't have any purchase invoice items. Why not create the first purchase invoice item?

Order number prefix

Sales Invoice Item

New Sales Invoice Item

Enable Payment Advice cut-away

Footer

Terms & Payment Advice

Invoice number prefix

Invoice title

Enter terms & payment advice as it should appear at the bottom of unpaid or partially unpaid invoices you print or send.

Footer will appear at the bottom of all invoices you print or send.

Enable {0} on payment advice cut-away

Quote title

Quote

Quote number prefix

Terms as they should appear at the bottom of all quotes you print or send

In-built Tax Code

In-built tax codes cannot be edited

Tax Code

New Tax Code

New custom tax code

Select in-built tax code

No

Yes

Component Name

Add Component

Compound tax rate?

You don't have any tax codes. Why not create the first tax code?

Base Tax Rate

Compound Tax Rate

Effective Tax Rate

Tax Rate

Address padding

pixels

Enter how far from the left and from the top should customer address be printed on invoices. Useful for window faced envelopes.

There are no sales invoice items. Why not create the first sales invoice item?

Add

View statements showing unpaid invoices for each customer and send statements to customers.

View customer unpaid sales invoices according to the time they have been outstanding.

View supplier unpaid purchase invoices according to the time they have been outstanding.

View taxes allocated to ledger accounts and check the correctness of the taxes allocated to recorded transactions.

View total sales and purchase amounts for each tax code for the purpose of reporting to tax authority.

View balances of ledger accounts into debit and credit columns to check the correctness of the transactions recorded.

View ledger account opening balances, total debits, total credits, net movement and the closing balances for a specified period.

View ledger account transactions for a specified period.

Review business performance, sales, profit margins and expenses for a specified period.

Analyse business financial strength, liquidity, solvency, and net worth.

New Report

There are no memorized reports of this type. Why not create the first memorized report?

Customer Statement

Statement

Overdue

Payments

No outstanding invoices

1 day

{0} days