PassCash Help Center

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 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 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 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 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.