What can we help you with?

Account

Creating An Account

Create a CherryMoney account, choose the right UK organisation type and complete email verification.

Open guide → Account

Login Options

Sign in with email and password, Google sign-in, password reset, or admin-supported verification.

Open guide → Onboarding

UK Setup Wizard

Complete the four-step onboarding flow for the selected UK organisation type.

Open guide → Sales

Clients And Products

Set up customers, products, services, pricing and tax settings so invoices can be created quickly.

Open guide → Invoices

Creating An Invoice

Create an invoice end to end, check VAT, send it to the customer and record payment.

Open guide → Sales

Quotes To Invoices

Create a quote, get customer approval and convert accepted work into an invoice.

Open guide → Payments

Getting Paid

Track unpaid invoices, record received payments and keep customer balances up to date.

Open guide → Sales

Credit Notes

Correct, refund or reduce issued invoices and purchases while keeping a clean audit trail.

Open guide → Sales

Invoice Templates

Keep invoices and quotes consistent with organisation branding, payment wording and document style.

Open guide → Expenses

Expenses And Data Intake

Capture expenses manually, through CSV import, or through receipt/OCR-assisted entry where enabled.

Open guide → Bookkeeping

Smart Bookkeeping

Use the smart suggestion queue to approve, fix or ignore category suggestions.

Open guide → VAT

VAT Breakdown And Submission

Review VAT Boxes 1-9 before HMRC submission and trace each box back to source records.

Open guide → Compliance

Compliance And Reporting

Use due dates, report drafts and exports to prepare review packs without tax jargon.

Open guide → VCSE

Charity And VCSE Workflows

Track grants, restricted funds, donors, projects and stewardship information for charity and VCSE users.

Open guide → Governance

Governance And Admin

Control roles, user verification, audit trails, bulk actions and report lock-down.

Open guide → Payroll

Payroll Pack

Prepare payroll summary packs from available finance and expense records where the plan includes payroll support.

Open guide →