How to create mail merge documents inFlow (Windows)

So you want to add a new document type to inFlow. Perhaps some of the documents you use are specific to your region or industry, or you just want to streamline your process. Good news! You can create a document using Microsoft Word’s Mail Merge feature and link...

How to add new taxes to a sales order

Adding new taxes to your sales orders is an easy way to make changes on the fly. Take a look below to find out more! Web Check out the Pricing and taxes video below for step-by-step instructions on adding taxing schemes to inFlow, starting at the 1:19 minute mark....

How do I charge tax on shipping/freight costs?

If you have shipping charges on your sales or purchase order and need to apply tax to them, follow these instructions to do so. Web Adding taxes on your freight/shipping costs Go to inFlow’s Order settings (Main Menu>Settings> Orders.) Click on Taxing...

How to cancel orders in inFlow

Web Canceling orders If you ever need to cancel an order in inFlow, don’t worry; it’s really easy! You can cancel an order right from the order itself. When you cancel an order, it reverses any inventory movement and payment that occurred, and it also...

How to track payment methods on sales orders

So you want to track whether your customer paid by cash/credit card? Or perhaps they need to pay part of their order first (let’s say a cash deposit)? All of these extra details can be inputted in the Payment Details window in inFlow Inventory. Web To open the...