In this, the second week of our mini-series on closing out your fiscal year we’ll be looking at the easiest ways to follow up on outstanding transactions. When you’re getting ready to close out your fiscal year there are several processes that you...
Fairly soon you’ll be looking to grab you end-of-year numbers and one of the most requested bits of information we get is the inventory for a specific historical date. To that end, please have a look at this article: I need my end-of-year inventory levels and...
What if a customer gives you a new phone number during your order and you change it in the sales order. Most times you’ll want that information copied back to that customer’s record. inFlow can save changes made during your orders back to your...
Have you been looking for a way to include a disclaimer or reminder to your customers on the end of your invoice but unsure how to do it? The Print Settings window will allow you to add footers to your documents and can even change them depending on whether it’s...
Do you have information you’d like to capture in the product record for which inFlow doesn’t have any built in fields? Not a problem! You have 10 fields available for capturing additional information (5 on the main product page and 5 more on the extra info tab). To...