Frequently Asked Questions

Troubleshoot using our FAQs

How do I reprint a Customer Invoice?

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.

How do I find a Customer invoice using the invoice number?

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.

Why is no one receiving any of the documents I have tried sending by email?

Check the Queued Emails list from the Admin drop down menu. The emails can be sent individually or all at once from this screen.

Why can I not see all of the Supplier Invoices on the payment 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.

How do I change the Order of Columns on Manage and Lookup screens?

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.

How do I change the Sort Order on Manage and Lookup screens?

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.

I have received Products from a Purchase Order with no Invoice, what do I do now?

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.

Why do the financial reports print the General Ledger IDs in a different order then on my Manage screen?

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.

How do I transfer Funds between Bank Accounts?

Go to the Cashbook drop down menu and select Enter Funds Transfer.

How do I change my details that print on the Invoices, Statements, etc?

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.

Why can I not see all of my banking on the Bank Reconciliation?

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.

My Discount Matrix isn’t working, have I missed something?

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.

How do I change a Quote into an Invoice?

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.

Can I turn off the warning when there is insufficient stock of Products?

Go to the Admin drop down menu – Settings – Manage Product Defaults. Un–tick the preference Warn when Insufficient Stock Available.

How do I change the message displayed on a Customer statement?

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.

How do I see which Invoices a payment was allocated to?

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.

How do I close off the End of Month in Infusion?

There is no end of month close off in Infusion as the system is date driven.

Why are the notes for my Job Costs not appearing on the Invoice?

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.

My verification report is showing forward dated transactions, how can I find out what these relate to?

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.

How do I restore a Backup?

Go to the Admin drop down menu – Other – Restore Backup.