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    Getting Started

    3
    • What Is Cashflow EIRMS?
    • Roles and Access in EIRMS
    • Opening the EIRMS Module

    Setup & Onboarding

    5
    • Merchant Credential Setup: Overview
    • Step 1 — Fill and Save Merchant Credentials
    • Step 2 — Generate the CSR and Request Form
    • Step 3 — Upload the Signed Certificate
    • Merchant Onboarding Checklist

    Invoices

    6
    • Creating an Invoice
    • Invoice Form Sections Explained
    • Invoice Types, Tax Codes and Calculations
    • Create a Standard B2C Invoice
    • Cancelling an Invoice
    • Understanding the Invoice List

    Receipts

    3
    • Creating a Receipt
    • Issue a Receipt Against an Invoice
    • Receipt Form Sections Explained

    Withholding Receipts

    2
    • Creating a Withholding Receipt
    • Withhold Form Sections Explained

    Sharing & Audit Log

    2
    • QR Codes and Sharing Documents with Customers
    • Using the Audit Log

    Users, Roles & Permissions

    2
    • Invite a New User
    • Create a Custom Role

    Troubleshooting & FAQ

    3
    • Frequently Asked Questions
    • Troubleshooting Common Issues
    • Contact and Support

    Accessibility

    1
    • Accessibility Guide
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    • Roles and Access in EIRMS

    Roles and Access in EIRMS

    < 1 min read

    Access to EIRMS is controlled by the role assigned to your user account.

    Role What they can do
    SuperAdmin Full access — set up credentials, create all documents, cancel invoices, manage users and roles
    Accountant Create invoices, receipts and withholding receipts; view and print
    Cashier Create invoices and receipts; view and print

    Why are my tabs greyed out? #

    The Invoices, Receipts and Withholds tabs remain locked until the company’s EIRMS credentials are fully configured and the MoR certificate has been uploaded. If you see these tabs greyed out, contact your SuperAdmin.

    Custom roles #

    A SuperAdmin can create custom roles with granular, per-feature permissions — for example a role that can access EIRMS but no other Cashflow module.

    Updated on August 9, 2026
    What Is Cashflow EIRMS?Opening the EIRMS Module
    Table of Contents
    • Why are my tabs greyed out?
    • Custom roles

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