Welcome to Allfred's CFO and Finance Manager Guide! This guide provides an easy-to-follow roadmap for handling invoices, expenses, and other financial documents within the platform, ensuring you can manage your company's finances effectively.
We recommend checking our Project Managers Guide first, which will give you an overview of managing projects or budgets.
1. Basic Guide with Outgoing Invoices
Managing outgoing invoices is a crucial aspect of financial management. This section offers comprehensive guides to create, edit, and manage your invoices in Allfred. Learn how to issue invoices with foreign currency, change the language or invoice number.
Sending Invoices to Clients: Step-by-step guide on how to send invoices from Allfred directly to clients.
Multiple Emails in Billing Address: Instructions on setting up multiple email addresses in the billing section.
Invoice Language Settings: How to change the language settings on your invoices for international clients.
Editing Invoices: A guide on how to make changes to existing invoices.
Duplicating Invoices: Easy steps to duplicate invoices for recurring billing.
Deleting Invoices: How to delete invoices that are no longer needed.
Editing Invoice Numbers: Edit invoice numbers for better organization.
Currency Settings on Invoices: Learn how to issue invoices in foreign currency
2. Types of Invoicing
Every agency has unique invoicing needs. In this section, discover how to handle various invoicing scenarios in Allfred, from invoicing tracked hours to budget proposals, ensuring you can cater to diverse client requirements.
Invoicing Based on Tracked Hours: How to invoice clients based on hours tracked by different positions.
Invoicing a Budget Proposal: Guide on invoicing clients for budget proposals.
Invoicing multiple projects at once: Efficiently issue one invoice for multiple projects for the same client
3. Working with Expenses
Efficient expense management is vital for financial health. This part of the guide walks you through creating and approving expenses in Allfred.
Creating New Expenses: Step-by-step instructions on how to assign new expense to the project
Approving Expenses: Guidelines on how to review and approve expenses.
4. Other Financial Documents
Beyond regular invoices and expenses, there are other essential financial documents to manage. This section provides guidance on creating proforma invoices, credit notes or credit accounts.
Issuing Proforma Invoices: How to create and issue a proforma invoice.
Settlement / final Invoices: Steps to issue settlement or final invoices.
Issuing Credit Notes: Process for issuing credit notes to clients.
Managing Credit Accounts: How to handle deposited money or prepayments in Allfred.