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InfoFlo CRM Knowledge Base

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Adding Invoice Company Information

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1) Click on ‘ Settings ‘ in the top right corner of your screen
2) Click on ‘ Preferences ‘

Setting up invoice 1


3) Click on ‘ Invoice ‘ tab

Setting up invoice 2


4) Click on ‘ Company Informations ‘ tab

Setting up invoice 5


5) Fill out all required fields

Setting up invoice 6


6) Click on ‘ Open ‘ and select and logo for your company in the location you have it saved.
Note: InfoFlo supports most of the image formats

Setting up invoice 7


7) Click on ‘ Apply ‘  to save settings

Setting up invoice 4