How to Sign Up for PassCash Visit: Go to the PassCash registration page. Enter Personal Info: Provide your full name, email, and create a password. Add Business Info: Input your business name, address, category, and tax info. Agree: Review and accept the Terms and Conditions. Submit: Click "Sign Up" to register. Verify Email: Check your email and click the verification link. Complete Setup: Log in to start using PassCash.
How to Add a New Product Access: Go to Product Management. Create: Click "New Product." Enter Details: Add product name, price, and income category. Specify Usage: Indicate if for sales or purchases and add relevant details. Add Info: Include description, SKU, and other attributes. Save: Review details and click "Save." Confirmation: Confirm the new product appears in your list.
How to Create an Estimate Access: Go to Estimates. Create: Click "New Estimate." Add Details: Include title, summary, and business info. Logo: Upload if needed. Customer: Select or add. Number & Dates: Set number, date, and expiry. Items: Enter items, price, and quantity. Totals: Review and finalize. Save & Send: Save, then email or print.
How to Create an Invoice Access: Go to Invoices. Create: Click "New Invoice." Info: Add business details, title, and logo. Customer: Select or add customer. Number & Dates: Set invoice number, issue date, and due date. Items: List items with price and quantity. Totals: Review and finalize totals. Save & Send: Save, then email or print.
How to Create a Recurring Invoice Access: Go to Recurring Invoices. Create: Click "New Invoice." Info: Add business details, title, and customer. Set Recurrence: Choose frequency, start, and end date. Add Items: Enter items, price, and total. Save & Activate: Finalize and enable auto-invoicing.
How to Create a Bill Enter business address, contact info, and logo. Label as "Bill", add a summary. Select/Add vendor, assign bill number, and set the date. Add items with name, price, quantity, and total. Review sub total, apply discount, and calculate grand total. Add footer for notes or terms.
How to Add a New Vendor Vendor Name: Enter the vendor’s full name or company name. Phone Number: Provide the vendor’s contact number. Email Address: Add the vendor’s email. Address: Enter the vendor’s full address, including street, city, state, postal code, and country.
How to Add a New Product/Service Product/Service Name: Enter the product or service name. Price: Add the price. Expense Category: Choose the relevant category (e.g., Office Supplies). Sales Details: Sales Price: Enter sales price. Sales Tax: Add tax rate if applicable. Purchase Details: Purchase Price: Enter the cost price. Supplier/Vendor: Add the supplier’s name. Product Details: Description: Enter a detailed description. SKU/ID: Add the product code or identifier. Quantity in Stock: Enter current stock level. Reorder Level: Specify reorder threshold.
How to Add a New Category Category Name: Enter the category name. Type: Income: Specify if it's for revenue (e.g., Sales, Investment). Expense: Specify if it's for costs (e.g., Office Supplies, Salaries). Description: Briefly describe what the category includes. Example Category Name: Office Supplies Type: Expense Description: Costs for office supplies like paper, pens, and other items.
How to Add a New Tax Tax Name: Enter the tax name (e.g., GST). Tax Rate: Input the tax rate as a number (e.g., 5 for 5%). Tax Number / ID: Enter the tax identification number. Details: Provide additional information (e.g., applicable rules or regions). Show Tax Name on Invoices: Select Yes or No. Example Tax Name: GST Tax Rate: 5 Tax Number / ID: GST-12345678 Details: Goods and Services Tax applicable to regional sales. Show Tax Name on Invoices: Yes