Troubleshoot using our FAQs
Do a Customer Enquiry on the desired Customer, select the Invoices tab, select the appropriate date range for the Invoice or ’Show All Transactions ‘. Find the Invoice on the transaction list and right click on the Invoice. When asked if you would like to view original, click Yes.
Do a Customer Enquiry on any Customer, click on the Invoices tab on the left hand side of the pop up window. Click the Find button at the bottom of the screen and enter the invoice number. You will be told the Customer this invoice number relates to and asked if you would like the reprint the invoice.
Check the Queued Emails list from the Admin drop down menu. The emails can be sent individually or all at once from this screen.
Do a Supplier Enquiry, click on the outstanding tab on the left hand side. Make sure the invoices have been authorised to be paid by selecting the tick box next to the Balance column.
Columns can be dragged and dropped so they are in an order that best suits your needs. To save the order you have created, click on the Fields button in the top right corner of the screen and click Save. NB this is set per logon so will only change for the user you are currently logged in as.
Sort order is changed by clicking on the headings of the columns at the top of the screen. If there is a particular column you would prefer the screen to always be sorted in, select this column, click on the Fields button in the top right corner of the screen and click Save. NB this is set per logon so will only change for the user you are currently logged in as.
Go to the Purchase Order drop down menu – Receive Invoice (From Order), select the Supplier. You will notice at the bottom of the screen there is a button called Add P/Slip, click on this button. This will bring up a screen with any Packing Slips which haven’t been invoiced for this Supplier. Select the Packing Slip the invoice relates to and click Recall. If the invoice relates to more then one Packing Slip, you will need to repeat this step; this will bring the lines onto the invoice. Check the date and total agree with the Suppliers Invoice and click Process.
To see the order the General Ledger IDs will be displayed on the reports, the Manage Financials screen needs to be sorted by the * column. You will notice when this column is selected, two buttons appears at the top of the screen, Move Up and Move Down. These buttons are used to move the IDs on the screen to be in the desired place for reports.
Go to the Cashbook drop down menu and select Enter Funds Transfer.
These details come from your Registration Details. Go to Admin drop down menu – Other – Enter Licence Information. Change the details and click Print. Tick the box on the print out which says Copy of an Existing Licence. Fax this through to Infusion and they will send you back a new Registration Number, enter these details into the Licence Information screen (make sure the details on screen are the same as the fax sheet) and click Save.
Check to make sure you have closed off all of your banking from the Cashbook drop down menu – Prepare Bank Deposit. Make sure you check all the different Banking Types.
Make sure that any Customers and Products which will be using the Discount Matrix have the Use Discount Matrix option ticked. This is found on the Modify Customers – Terms/Pricing tab and the Modify Products – Details tab. You then need to set the percentages up against either the Customer or Product Groups.
From the Invoices/Quotes drop down menu, select Pending Quotes. Select the quote you would like to change into an Invoice and click the Invoice button on the left hand side.
Go to the Admin drop down menu – Settings – Manage Product Defaults. Un–tick the preference Warn when Insufficient Stock Available.
Go to the Admin drop down menu – Settings – Manage Customer Defaults. Click on the Statements tab on the left hand side. From here you can enter a message for each Aging Period.
Do a Customer Enquiry on the desired Customer; select the payment from the Transaction screen. Click on the Allocation button on the left hand side. This will bring up a window displaying the invoices this payment was allocated to.
There is no end of month close off in Infusion as the system is date driven.
Notes will only be brought across onto the invoice if the detail level for the section is set to full detail. This can be checked from the Admin drop down menu – Settings – Manage Job Defaults then click on the Invoicing tab.
From the Customer Reports menu, select the Transactions by Type report. Select the date range of the current date to the current date in the year 9999. Preview the report and you will be able to see any transactions which are forward dated.
Go to the Admin drop down menu – Other – Restore Backup.