Cashflow
See your money in and out — not just surprises at month-end.
What it does
Cashflow gives you a clear picture of your business income and expenses over time. Track daily revenue, log costs, and spot trends across months and years.
Who it's for
- Any business owner who wants financial visibility
- Partners using Billing Desk for customer payments
- Businesses that want invoice generation
Key things you can do
- View income and expenses by month or year
- See revenue from Billing Desk payments recorded automatically
- Manually log expenses like rent, supplies, and utilities
- Spot trends in your business finances
How to use it — daily workflow
Tracking income
- Payments collected through Billing Desk (online) appear automatically
- For cash sales, log income manually or ensure invoices are created in Billing Desk
Tracking expenses
- Open Cashflow
- Click Add expense
- Enter amount, category, and date
- Save
Monthly review
- Open Cashflow
- Switch to Monthly view
- Compare income vs expenses
- Use insights for planning
Why Cashflow matters
Cashflow unlocks other features:
| Feature | Needs Cashflow? |
|---|---|
| Online customer payments (Billing Desk) | Yes |
| Invoice generator | Yes |
| Income/expense tracking | Yes (this product) |
If you plan to accept online payments from customers, make sure Cashflow is active on your plan.
Tips
- Log expenses regularly — don't wait until month-end
- Review cashflow weekly to catch unusual patterns early
- Compare months to understand seasonal changes (e.g. festival season vs slow months)
Common questions
Does Cashflow connect to my bank account?
No. You log income and expenses in Oflync. Bank integration may come in future updates.
Are Billing Desk payments counted automatically?
Yes. Online payments verified through Billing Desk are recorded in Cashflow.
Can I export my cashflow data?
Check the Cashflow page for export options, or contact support for reports.
What expense categories should I use?
Use categories that match your business — rent, salaries, supplies, marketing, utilities, etc.