“Cash Man” Business & accounting script Documentation by - BestsAPP


“Cash Man”

Created: 11.14.2019
By: BestsAPP
Email: info@bests.app

Thank you for purchasing my script for your business. If you have any questions that are beyond the scope of this help file, please feel free to email via our user page contact form here. Thanks so much!


Table of Contents

  1. Introduction
  2. Quick Start Guide
  3. Settings
  4. Manage Users
  5. Manage Features
  6. Manage Package
  7. Manage Pages
  8. Manage Blogs
  9. Cron Jobs for expire payments
  10. User Settings
  11. Manage Customers
  12. Manage Categories
  13. Manage Tax
  14. Manage Products
  15. Manage Estimates
  16. Manage Invoices
  17. Manage Recurring Invoices
  18. Manage Vendors
  19. Manage Expenses
  20. Update Password
  21. Credits

1) Introduction - top

Cash Man is a complete SaaS based financial script that give your customers the ability to create and manage invoices, estimates, customers, tax & expenses. Users also can create multiple businesses with different currency so they can easily keep track their businesses in one platform.


2) Quick Start - top

After run project, you will be see the login page like this.

For access use this: https://cashman.yahuii.net/login



User

✓  Settings: If you want to update profile informations, invoice customizations, business please click from left sidebar "Settings" menu and here you will see this manage options when you click.

✓  Manage Business: If you want to add Business you will see from left sidebar "Business" menu and here you will see this manage options when you click. And you can manage Business CRUD in an one pages.

✓  Manage Customers: If you want to manage your Customers you will see from left sidebar "Customers" menu and here you will see this manage options when you click. And you can manage Customers CRUD in an one pages.

✓  Manage Categories: If you want to manage your Categories you will see from left sidebar "Categories" menu and here you will see this manage options when you click. And you can manage Categories CRUD in an one pages.

✓  Manage Tax: If you want to manage your Tax you will see from left sidebar "Tax" menu and here you will see this manage options when you click. And you can manage Tax CRUD in an one pages.

✓  Manage Products: If you want to manage your Products you will see from left sidebar "Products" menu and here you will see this manage options when you click. And you can manage Products CRUD in an one pages.

✓  Manage Estimates: If you want to manage & add "Estimates" you need to click "Estimates" section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the "New Estimate" button from top.

✓  Manage Invoices: If you want to manage & add "Invoices" you need to click "Invoices" section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the "Create New Invoice" button from top.

✓  Manage Vendors: If you want to see/manage your Vendors you will see from left sidebar "Vendors" menu and here you will see this manage options when you click.

✓  Manage Expenses: If you want to see/manage your Expenses you will see from left sidebar "Expenses" menu and here you will see this manage options when you click.


Admin Panel


4)Manage Website Settings - top

✓  Manage Website Settings: From left sidebar > Dashboard > Settings you can manage site name, title, email, phone, about, logo, favicon, emails, currency, basic seo options, social links, SMTP emails.



5)Manage Users - top

✓  Manage Users: From left sidebar > Dashboard > Users you can manage all users here.



6)Manage Features - top

✓  Manage Features: From left sidebar > Dashboard > Features you can manage your product Features for home pages.



7)Manage Pricing Package - top

✓  Manage Pricing Package: From left sidebar > Dashboard > Pricing Package & features you can manage your site packages & feature limits here.



8)Manage Pages - top

✓  Manage Pages: From Dashboard > Pages you can add, edit 7 Delete unlimited pages .




9)Manage Blogs - top

'Blog' section from dashboard sideber you can add Blog Category from navigation.


✓  Add Blog: From Dashboard > Blog > Blog: you can Add, Edit, Delete, Activate or Deactivate Blog from this option.


10)Add Cron Jobs for expire payments - top

For auto check your expire payments for once a day you can set a cron job to manage this options. Follow the steps:

Step 1: Go to your Cpanel and click cron jobs.


Step 2: Add new cron job.

Select an option.




Add below command to your cron command line:

wget http://yourdomain.com/cron/expire_payments

Click Add New Cron Job button. Once you have done this, posts automatically will be added, if you select auto update option for a RSS feed.



User Panel


11)Settings - top

If you want to update profile informations, invoice customizations, business please click from left sidebar "Settings" menu and here you will see this manage options when you click.
Profile settings: Update profile settings

Business:Manage your business here

Invoice Customization: Customize invoice templates & colors


12)Manage Customers - top

'Customers' section from dashboard sidebar you can add, edit, delete Customers Customers.


13)Manage Categories - top

'Categories' section from dashboard sidebar you can add, edit, delete Categories.


14)Manage Tax - top

'Tax' section from dashboard sidebar you can add, edit, delete Tax.


15)Manage Products - top

'Products' section from dashboard sidebar you can add, edit, delete Products.


16)Manage Estimates - top

If you want to manage & add "Estimates" you need to click "Estimates" section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the "New Estimate" button from top.


✓  Add Estimate: From Dashboard > Estimates: you can Add, Edit, Delete Estimate from this option.


17)Manage Invoices - top

If you want to manage & add "Invoices" you need to click "Invoices" section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the "Create New Invoice" button from top.


✓  Step1: Add Invoice: When you click on this button you will see a form structure like invoice. Here you must select your customers & products. You can also add Tax & discounts for this invoice.
✓  Step2: Save Invoice: After creating an invoice it will be saved as a Draft so you need to approve this invoice and You must record a payment for this invocie otherwise it will be show unpaid invocie untill you not added any payments.
✓  Step3: Send Invoice: After record a payment now you can send a invoice copy to your customers.


18)Manage Vendors - top

'Vendors' section from dashboard sidebar you can add, edit, delete Vendors.


19)Manage Expenses - top

'Expenses' section from dashboard sidebar you can add, edit, delete Expenses.


20)Change Password - top

✓  Change Password: From Dashboard > Change Password options you can update your password here.




21) Credits - top

Cash Man script uses the following libraries and assets:


BestsAPP

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