knowledge base

inFlow Inventory keeps track of some of the values that you have previously typed in and provides the past choices as suggestions in the future. This makes entering data faster and more accurate. These lists of saved values are known as References. When a new value is entered into a Reference field, the value is automatically saved as a future suggestion. You can choose to edit these lists.

Editing a References List

To edit a References List:

1. From the inFlow Menu button, select Settings.
2. Click General Settings.
3. From the Company Settings dialog that will appear, click the References button.
4. Click the button of the references list you wish to modify.
5. Modify the references list from the dialog that will pop up.

Payment Methods

The Payment Methods references list is slightly different from the others in that it also keeps track of the Days Due. For example, the Net 30 Payment Terms specifies that payment should be due 30 days after the invoice. This will be used in calculating a suggested Payment Due Date for your invoices. The Days Due can also be changed from the Terms references list.