Welcome to CashFlow Central! To make sure you have a smooth experience when making your first payment, we've put together some helpful steps to get you started. By taking a few simple actions, you'll be ready to manage your bills quickly and efficiently.
This article contains the following sections:
- Adding additional payment methods
- Setting up your email notifications
- Adding your vendors
- Setting up your default payment method
- Connecting with your accounting software
- Importing bills through the Pay Bills email
💳 Adding additional payment methods
You can currently use the following payment methods:
- Bank account
- Card
You can easily expand your options for paying bills by adding extra bank accounts or cards, making it convenient to choose the right payment method for each payment.
Why: You can use various payment methods to pay your bills, such as bank accounts and cards, in addition to the default bank account that's already set up when you log in.
How:
1- Go to your Settings page and select Payment methods. Follow the steps to add a new card or bank account.
Alternatively, you can do this while making a payment when you're asked, "How do you want to pay the vendor?"
🔔 Setting up email notifications
You can set up and receive automated email updates, keeping you informed about everything related to your bills and payments so you can stay organized.
Why: Stay updated with important notifications about your bills, payment confirmations, and upcoming due dates.
How: Head to the Settings page, select Email Notifications, and choose which email alerts you want to receive.
The types of notifications available are as follows:
- When a bill is near its due date
- When you schedule a payment
- When the status of the scheduled payment is updated
- Fees receipts
👥 Adding your vendors
You can set up a list of vendors to whom you regularly make payments, ensuring that everything is managed and organized for easy payments.
Why: Save time by adding your vendors directly to CashFlow Central.
How: From your Vendors tab, select Add Vendor, and enter the necessary details. You can add as many vendors as you need.
Find step-by-step instructions in our guide.
Already have a vendor list and want to upload multiple vendors at once? Our guide will help.
✅ Setting up your default payment method
Selecting a default payment method (bank account or card) allows you to speed up the payment process.
Why: Make payments faster by selecting a preferred payment method for future payments.
How: Within the Settings menu, select Payment Methods, choose your preferred method, and set it as the default for upcoming payments.
🔄 Connecting with your accounting software
Our accounting software sync feature allows CashFlow Central to automatically update your records, ensuring everything matches up seamlessly without extra effort on your part.
Why: Automatically update your financial records by syncing CashFlow Central with your accounting software.
How: Go to the Sync and import section from the Settings page, select your accounting software, and follow the steps to sync your accounts.
With CashFlow Central, you can sync with QuickBooks Online, QuickBooks Desktop, and Xero.
📨 Importing bills through the Pay Bills email
Every CashFlow Central account has a dedicated email address. Use it to forward or receive invoices from your vendors. We'll scan the invoices and add them to your inbox, where you can easily review and schedule payments.
Why: You can forward invoices from vendors to your CashFlow Central email for quick processing and payment scheduling.
How:
1- Go to your Settings page and select Sync and import
2- Scroll down the page to find the Pay Bills email
3- Copy the email address and provide it to your vendors
Alternative method:
1- Go to the Bills tab
2- Look for Forward bills via email on the right side of the page
3- Hover over via email to see a popup with your dedicated email address
4- Select Copy email to copy the address
See our complete guide for more details on how to get the Pay Bills email.
That's it! With these steps completed, you'll be ready to make your first payment through CashFlow Central and take full advantage of all its features to streamline your bill management process.