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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Once your bank is connected and transactions are flowing in, you can start using Cashflowy to manage your clients and send invoices.

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Add your first client

1

Go to Clients

Navigate to Clients in the left sidebar.
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2

Click 'Add Client'

Click the Add Client button and fill in the client details:
  • Name - business or individual name
  • Email - where invoices will be sent
  • Address - billing address (optional, shown on invoices)
  • Phone - contact number (optional)
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3

Save the client

Click Save. The client is now available when creating invoices.

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Create your first invoice

1

Go to Invoices

Navigate to Invoices in the left sidebar.
2

Click 'Create Invoice'

Click the Create Invoice button to start a new invoice.
3

Select a client

Choose the client you want to invoice from the dropdown.
4

Add line items

Add one or more line items with a description, quantity, and rate. Or select from your saved services.
5

Review and send

Preview the invoice, then choose to Save as Draft or Send it directly to your client via email.
You can also connect Stripe to include a payment link on your invoices, so clients can pay online instantly.

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What’s next?

Add Services

Create reusable services to speed up invoice creation.

Connect Stripe

Enable online payments so clients can pay with a click.