22.03.2023 - Release Notes 0.45

Viewing, Editing and Cancelling Customer Backorders View and assess your outstanding and completed backorders.

Report Preview is blank in Firefox or Chrome When a report is created, the report preview window is blank and a Save dialogue box pops up instead of the report.

Recurring Customer Invoices A recurring invoice can be created when an invoice for the same products or services is required on a regular basis. Examples include an invoice for subscription services, or for a standing order of the same product each month.

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.

The General Ledger Layout - Profit and Loss and Balance Sheet GL Groups control the structure of the Profit & Loss and Balance Sheet layouts. Within each layout option, create GL Groups and add GL Accounts to these to manage reporting for the Profit and Loss, and Balance Sheet.

Create a GL Account for a bank account or credit card Use a GL Account to track and reconcile bank account and credit card transactions.

How to Store Documents in Infusion You can store documents — shipping details, spreadsheets, product lists, and so on — in multiple places within Infusion.

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.

Customer Product History View and select products previously purchased by the current customer