Getting started with Infusion As a new user to Infusion, a welcome email is sent, inviting you to create your password and access Infusion. This guide provides assistance to creating your password and managing your user profile.
Add a Customer The Customers module is a database of all customer records and provides a comprehensive menu to manage customers, allowing tailoring of individual options for different customers and a central repository of all customer transactions. Required Fields can be controlled in Customer Settings. Know what you want to identify and use these to ensure that you are collecting the information you need to know about your customers.
Import a bank statement The Bank Reconciliation is an automated process that requires the importing of a bank file to proceed. In-built business intelligence within the software looks to match bank and Infusion transactions. Matched transactions are listed in readiness for approval while unmatched bank transactions are available for manual reconciliation.