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InfoFlo CRM Knowledge Base

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General Invoice Settings

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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) Next to ‘ Tax ‘ select if you wish to collect ‘ Tax Per Invoice ‘ or ‘ Tax Per Product ‘

Setting up invoice 3

 

5) Enter Estimate Start Number and Invoice Start Number

Setting up 3_1

 

 

6) Under ‘ Invoice Template Options ‘ you can choose what to include in the invoice template

Setting up invoice 22

 

7) Click on ‘ Apply ‘, to save settings

Setting up invoice 4