Can I quickly set up my References in inFlow Cloud?

inFlow Cloud will save your reference items, like your payment methods or the units of measure for your products as you enter them in their respective fields (in an order or in the product record), but you can quickly adjust them in the References screen, Main Menu > Options > Settings > References.

Click on the reference items below for more information on how to add them to inFlow!

  • Receiving Addresses – Address to which you receive shipments.
  • Carriers – Shipping companies and methods.
  • Countries – Countries, States/Provinces, and Cities.
  • Payment Methods – Payment methods for Invoices and Payments.
  • Payment Terms – Payment terms for Invoices and Payments.
  • Units – Units of measurement for products.
  • Sales Reps – Your company’s sales representatives.

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