My Flowt is an Invoicing and cashflow monitoring web application, it includes the following features:
Create client and supplier accounts
Enter client invoices with line items broken out by unit price, quantity and sales tax/VAT rate
Enter supplier invoices with line items broken out by unit price, quantity and sales tax/VAT
Search clients and suppliers, easily view account balances
Record payments from clients against invoices, generate receipts
Record payments made to suppliers
Record business expenses
Creating a client
To create a new client account:
Click the 'Contacts' tab
The Clients sub tab is selected by default
Click the 'Add Client' button
In the Add Client screen, enter the client details: Name and Address1 fields are mandatory
Click 'Save' when done
Creating a client invoice
To create a new client invoice:
First click the 'Contacts' tab
In the Clients screen, find the client in the list or enter the clients name or address in the search box and hit 'Search'.
When you have found the clients entry in the table click on the client's name to view their details
In the view client screen, click the 'Add Invoice' button
Enter the date for the invoice, click the date field to bring up the date picker box
Enter the line items for the invoice, there are 2 options here:
Enter the unit price and quantity, the total excluding sales tax/VAT will be populated automatically
Select a tax/VAT rate if any
Alternatively:
Enter the line item total including tax/VAT and the quqntity, click the 'Fill tax fields' link
The total excluding tax/VAT and tax amount will be calculated automatically
Click 'Save' when done to save the invoice
Enter a client payment/receipt
Client payments can be recorded against a specific invoice or for the client account in general
without specifying an invoice. There are 2 options for entering payments/receipts:
Click the 'Contacts' tab and find the client in the list or use the search box to search on name or address
Click the clients name when found to go to the client details screen
Click the 'View Invoices' link to view the clients invoices
Find the invoice to record a payment against and click 'View'
In the Invoice view screen click the 'Add Payment' button
Enter the payment details including amount and any reference information, the invoice will be selected for you
Click 'Save' to save the receipt
You can click the 'Print Version' link to get a page suitable for printing
Alternatively:
Click the 'Contacts' tab and find the client in the list or use the search box to search on name or address
Click the clients name when found to go to the client details screen
Click the 'Add Payment' button
Enter the payment details including amount and any reference information, the invoice will be selected for you
Click 'Save' to save the receipt
You can click the 'Print Version' link to get a page suitable for printing
Creating a supplier
To create a new supplier account:
Click the 'Contacts' tab
Select the Suppliers sub tab
Click the 'Add Supplier' button
In the Add Supplier screen, enter the supplier details: Name and Address1 fields are mandatory
Click 'Save' when done
Creating a supplier invoice
To create a new supplier invoice:
First click the 'Contacts' tab
Click the Suppliers sub tab
In the Suppliers screen, find the supplier in the list or enter the suppliers name or address in the search box and hit 'Search'.
When you have found the suppliers entry in the table click on the supplier's name to view their details
In the view client screen, click the 'Add Invoice' button
Enter the date for the invoice, click the date field to bring up the date picker box
Enter the line items for the invoice:
Enter the unit price and quantity, the total excluding sales tax/VAT will be populated automatically
Enter a tax/VAT amount if any
Click 'Save' when done to save the invoice
Enter a supplier payment
Payments to suppliers can be recorded against a specific invoice or for the client account in general
without specifying an invoice:
Click the 'Contacts' tab and click the 'Suppliers' sub tab
Find the supplier in the list or use the search box to search on name or address
Click the suppliers name when found to go to the supplier's details screen
Click the 'Add Payment' button
Enter the payment details including amount and any reference information
Select the invoice date to record the payment against a specific invoice
Click 'Save' to save the payment
Entering Sales tax/VAT rates
You can store any number of sales tax/VAT rates for use when invoicing clients:
Click your user name in the top righ hand corner of the screen
In the drop down menu click 'Settings'
Click the Sales Tax/VAT sub tab
Click the 'Add Rate' button
Enter the tax rate details including description, percentage rate and date from, to
Click 'Save' to save the payment
Note the tax rate will be available when entering invoices during the given date ranges, new rates can
be entered in advance of taking effect by setting the date range accordingly