Post a Customer Invoice When all information is added to the invoice, it can be Saved and held or Posted to complete. Until the invoice is Posted, it is a draft and is not included in any financial reporting 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.
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.
Import a bank statement The Bank Reconciliation is an automated process that requires the importing of a bank file to proceed. Infusion attempts to match imported bank transactions and Infusion transactions. Matched transactions are listed in readiness for approval while unmatched bank transactions are available for manual reconciliation.