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Guides, tutorials, and best practices for MoniePilot. Find answers in seconds.
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Getting Started
4 articles
Setting Up Your Organization
Create your account, configure your organization settings, and get your business ready on MoniePilot.
Inviting and Managing Team Members
Add staff to your MoniePilot account, assign roles, and control which modules each person can access.
Adding Your First Products
Set up your product catalogue in Inventory so products appear in the POS register and online storefront.
Understanding Your Dashboard
What each KPI card, chart, and alert on your MoniePilot dashboard means and how they are calculated.
Features
9 articles
Using the POS Register
Process sales, apply discounts, accept payments, and manage orders from the MoniePilot point-of-sale register.
Tracking Business Expenses
Record expenses, manage vendors, and monitor spending trends to keep costs under control.
Creating and Sending Invoices
Create professional invoices for clients, send them by email, and track payment status in one place.
CRM: Customers, Deals, and Interactions
Manage your customer database, track sales deals, and log every interaction from calls to meetings.
Managing Employees and Payroll
Add employees, run payroll, manage leave requests, and track employment details in the HRM module.
Setting Up Loyalty Programs
Create point-based reward programs, enroll customers, and let them redeem points for discounts.
How Cash Flow Forecasting Works
Understanding the statistical model behind MoniePilot 30, 60, and 90-day cash flow projections.
Getting the Most from AI Insights
How AI insights are generated, what the severity levels mean, and how to act on each recommendation.
Manufacturing: BOMs and Work Orders
Create bills of materials, track component stock, and run work orders to produce finished goods.
Troubleshooting
4 articles
CSV Import Errors and How to Fix Them
Common errors when importing historical transaction data from CSV and how to resolve each one.
POS Order Not Completing
What to do when a POS sale fails, gets stuck in Pending, or does not appear in your sales report.
Inventory Stock Levels Not Updating
Why your stock count may not match what you expect and how to investigate and correct it.
Client Did Not Receive Invoice Email
Steps to take when an invoice email does not arrive in your client's inbox.
Best Practices
4 articles
Setting Your Starting Cash Balance Accurately
Why the starting cash balance matters and how to calculate and enter it correctly.
Running Multiple Locations Effectively
How to keep inventory, sales, and staff organized when operating more than one branch or store.
Reading and Acting on Risk Flags
What each risk alert on your dashboard means and the concrete actions to take for each one.
Keeping Your Account Secure
Role and permission best practices to protect your business data and limit unauthorized access.