Make the most of Infusion with our courses
Whether you’re an accountant who’s new to Infusion or a small business owner looking to leverage the power of software to streamline your day-to-day systems, our courses offer an easy-to-access way to unlock the potential of Infusion.
If you’re a new Infusion client, we also offer additional on-site training for your team as part of the local installation process.
BRONZE COURSES
The BRONZE Level One training courses are designed to give all users of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The courses also cover processing of daily transactions for Invoices, Quotes and Purchase Orders.
SILVER COURSES
The SILVER Level Two training courses build on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
GOLD COURSES
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous Bronze and Silver courses.
Events
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Novotel Ellerslie
- Date: 13 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Novotel Hamilton
- Date: 14 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Trinity Wharf Hotel, Tauranga
- Date: 18 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Napier War Memorial Centre, Napier
- Date: 19 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: QT Museum, Wellington
- Date: 21 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Novotel Christchurch Cathedral Square
- Date: 26 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Otago Museum, Dunedin
- Date: 27 Jun 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Kelvin Hotel, Invercargill
- Date: 02 Jul 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for this Roadshow, show casing the exciting new features in our Accounting Package. AGENDA: Watch this space
- Venue: Distinction Whangarei
- Date: 04 Jul 2024
- Time: 09:00 AM - 11:30 AM
- Available spaces: 100
Join us for two days to learn more about Infusion Accounting Software, where we will be focusing on the new features and functions released over the past twelve months. Please note this event is only open to Partners, Accountants and Bookkeepers. AGENDA: Watch this space
- Venue: Novotel Hamilton
- Date: 10 Oct 2024
- Time: 10:00 AM - 05:00 PM
- Available spaces: 50
Training Courses
The BRONZE Level One training courses are designed to give all users of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The courses also cover processing of daily transactions for Invoices, Quotes and Purchase Orders.
Infusion Navigation and Operation Customer, Set up and Enquiry How to avoid Duplicated Customers Merging Customer Accounts
- Venue: Online
- Date: 16 May 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Infusion Navigation and Operation Customer, Set up and Enquiry How to avoid Duplicated Customers Merging Customer Accounts
- Venue: Online
- Date: 13 Jun 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Infusion Navigation and Operation Customer, Set up and Enquiry How to avoid Duplicated Customers Merging Customer Accounts
- Venue: Online
- Date: 10 Jul 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Manage Invoice Screen Processing Customer Invoices Locating Invoices Credit and Recharging Manage Quotes
- Venue: Online
- Date: 16 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Manage Invoice Screen, Processing Customer Invoices, Locating Invoices, Credit and Recharging and Manage Quotes.
- Venue: Online
- Date: 13 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Manage Invoice Screen, Processing Customer Invoices, Locating Invoices, Credit and Recharging and Manage Quotes.
- Venue: Online
- Date: 10 Jul 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.
- Venue: Online
- Date: 17 May 2024
- Time: 09:00 AM - 10:00 AM
- Available spaces: 5
Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.
- Venue: Online
- Date: 14 Jun 2024
- Time: 09:00 AM - 10:00 AM
- Available spaces: 5
Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.
- Venue: Online
- Date: 11 Jul 2024
- Time: 09:00 AM - 10:00 AM
- Available spaces: 5
Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.
- Venue: Online
- Date: 17 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.
- Venue: Online
- Date: 14 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.
- Venue: Online
- Date: 11 Jul 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
The SILVER Level Two training courses build on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
Contact Management Customer Management Finance Charges Credit Management Printing Statements Electronic Marketing
- Venue: Online
- Date: 20 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Contact Management Customer Management Finance Charges Credit Management Printing Statements Electronic Marketing
- Venue: Online
- Date: 17 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Contact Management Customer Management Finance Charges Credit Management Printing Statements Electronic Marketing
- Venue: Online
- Date: 15 Jul 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Sales Analysis Reporting, Customer and Product Management Console Charts, Graphs and KPI Bulk Supplier Payments Analysis and Understanding Deferred Payments – Customers Deferred Payments - Suppliers
- Venue: Online
- Date: 20 May 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Sales Analysis Reporting, Customer and Product Management Console Charts, Graphs and KPI Bulk Supplier Payments Analysis and Understanding Deferred Payments – Customers Deferred Payments - Suppliers
- Venue: Online
- Date: 17 Jun 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Sales Analysis Reporting, Customer and Product Management Console Charts, Graphs and KPI Bulk Supplier Payments Analysis and Understanding Deferred Payments – Customers Deferred Payments - Suppliers
- Venue: Online
- Date: 15 Jul 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Supplier Pricebooks Product Pricing Management Latest vs Average Margin vs Markup Superseded Products Inactive Products Reviewing Product Setup Consignment Stock Purchase Order - Auto Order Based on Sales Purchase Order – Auto Order based on Min Max
- Venue: Online
- Date: 20 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Supplier Pricebooks Product Pricing Management Latest vs Average Margin vs Markup Superseded Products Inactive Products Reviewing Product Setup Consignment Stock Purchase Order - Auto Order Based on Sales Purchase Order – Auto Order based on Min Max
- Venue: Online
- Date: 17 Jun 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Supplier Pricebooks Product Pricing Management Latest vs Average Margin vs Markup Superseded Products Inactive Products Reviewing Product Setup Consignment Stock Purchase Order - Auto Order Based on Sales Purchase Order – Auto Order based on Min Max
- Venue: Online
- Date: 15 Jul 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Stocktake, Before, during and after Update Stock to the General Ledger Serial Tracked Products Stocktaking
- Venue: Online
- Date: 20 May 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
Stocktake, Before, during and after Update Stock to the General Ledger Serial Tracked Products Stocktaking
- Venue: Online
- Date: 17 Jun 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
Stocktake, Before, during and after Update Stock to the General Ledger Serial Tracked Products Stocktaking
- Venue: Online
- Date: 15 Jul 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous Bronze and Silver courses.
Understanding the GL Code Transaction Journals Financial Reporting
- Venue: Online
- Date: 21 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Understanding the GL Code Transaction Journals Financial Reporting
- Venue: Online
- Date: 18 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Understanding the GL Code Transaction Journals Financial Reporting
- Venue: Online
- Date: 16 Jul 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
General Ledger Budgets Cashflow Forecasting
- Venue: Online
- Date: 21 May 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
General Ledger Budgets Cashflow Forecasting
- Venue: Online
- Date: 18 Jun 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
General Ledger Budgets Cashflow Forecasting
- Venue: Online
- Date: 16 Jul 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Cashbook Payments Receipts Direct Credit Export Importing Bank Transactions Bank Reconciliation GST Reports Cashbook Utilities
- Venue: Online
- Date: 21 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Receipts Direct Credit Export Importing Bank Transactions Bank Reconciliation GST Reports Cashbook Utilities
- Venue: Online
- Date: 18 Jun 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Receipts Direct Credit Export Importing Bank Transactions Bank Reconciliation GST Reports Cashbook Utilities
- Venue: Online
- Date: 16 Jul 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Advanced Admin Functions Re-Index Data Check / Repair Data Files Queued Emails Email Defaults Manage Menu Groups Staff Security System Reports Verification Report Partially Posted Report Financial Audit Check Deleting Layouts Month End Processes
- Venue: Online
- Date: 22 May 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Advanced Admin Functions Re-Index Data Check / Repair Data Files Queued Emails Email Defaults Manage Menu Groups Staff Security System Reports Verification Report Partially Posted Report Financial Audit Check Deleting Layouts Month End Processes
- Venue: Online
- Date: 19 Jun 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Advanced Admin Functions Re-Index Data Check / Repair Data Files Queued Emails Email Defaults Manage Menu Groups Staff Security System Reports Verification Report Partially Posted Report Financial Audit Check Deleting Layouts Month End Processes
- Venue: Online
- Date: 17 Jul 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Looking at Defaults and Settings. Defaults, what these mean. System Defaults Lockout Dates Financial Defaults Settings control the Types, Groups and Methods that are available.
- Venue: Online
- Date: 22 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Looking at Defaults and Settings. Defaults, what these mean. System Defaults Lockout Dates Financial Defaults Settings control the Types, Groups and Methods that are available.
- Venue: Online
- Date: 19 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Looking at Defaults and Settings. Defaults, what these mean. System Defaults Lockout Dates Financial Defaults Settings control the Types, Groups and Methods that are available.
- Venue: Online
- Date: 17 Jul 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
The Job Management courses are for those wanting to Create, Manage and Process Jobs, Customer Items and Servicing.
How to Create a Workshop Job, Job Settings, Departments, Types, Status, Processing Parts and Labour, Accounting for Workshop Labour, Using the TimeClock, Scheduling Jobs, Workshop Consumables, Processing a Customer Parts Order and Job Deposits.
- Venue: Online
- Date: 10 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Items, How Customer Items are Created, Creating Services, Reporting on Customer Items, The Service Reminder Process, Sending out Service Reminders, Letters, SMS, Service Reporting, Service History and Reassigning a Customer Item.
- Venue: Online
- Date: 10 Jun 2024
- Time: 11:00 AM - 01:00 PM
- Available spaces: 5
Recurring Jobs, Template Jobs, PreDelivery Jobs, Supplier Warranty, Trade In Processing, Assigning A Quote to a Job, Insurance Job, Bulk Invoicing of Jobs, Workshop Reporting
- Venue: Online
- Date: 10 Jun 2024
- Time: 02:00 PM - 04:00 PM
- Available spaces: 5
The BRONZE Level One training courses are designed to give all users of the browser version of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The courses also cover processing of daily transactions for Invoices, Quotes and Purchase Orders.
Infusion Navigation and Set Up Managing Customers Customer Enquiry
- Venue: Online
- Date: 23 May 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
The General Ledger (GL) Chart, GL Enquiry and Journals.
- Venue: Online
- Date: 18 Jun 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Infusion Navigation and Set Up Managing Customers Customer Enquiry
- Venue: Online
- Date: 18 Jul 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Processing Customer Invoices Managing customer quotes
- Venue: Online
- Date: 23 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Processing Customer Invoices Managing customer quotes
- Venue: Online
- Date: 20 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Processing Customer Invoices Managing customer quotes
- Venue: Online
- Date: 18 Jul 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Managing Suppliers Supplier Enquiry Supplier Purchase Orders
- Venue: Online
- Date: 24 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Managing Suppliers Supplier Enquiry Supplier Purchase Orders
- Venue: Online
- Date: 21 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Managing Suppliers Supplier Enquiry Supplier Purchase Orders
- Venue: Online
- Date: 19 Jul 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Adding and Managing Products Product Enquiry
- Venue: Online
- Date: 24 May 2024
- Time: 01:00 PM - 02:30 PM
- Available spaces: 5
Adding and Managing Products Product Enquiry
- Venue: Online
- Date: 21 Jun 2024
- Time: 01:00 PM - 02:30 PM
- Available spaces: 5
Adding and Managing Products Product Enquiry
- Venue: Online
- Date: 19 Jul 2024
- Time: 01:00 PM - 02:30 PM
- Available spaces: 5
The SILVER Level Two training courses build on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
Customer Contact Management Customer Pricing and Credit Management Communications Electronic Marketing
- Venue: Online
- Date: 27 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Contact Management Customer Pricing and Credit Management Communications Electronic Marketing
- Venue: Online
- Date: 24 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Contact Management Customer Pricing and Credit Management Communications Electronic Marketing
- Venue: Online
- Date: 22 Jul 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Reporting Product Reporting International Freight Invoices Bulk Supplier Payments by Direct Credit Analysis and Understanding Refunding a Customer who has overpaid Goods taken for promotional use Editing Invoices
- Venue: Online
- Date: 27 May 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Customer Reporting Product Reporting International Freight Invoices Bulk Supplier Payments by Direct Credit Analysis and Understanding Refunding a Customer who has overpaid Goods taken for promotional use Editing Invoices
- Venue: Online
- Date: 24 Jun 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Customer Reporting Product Reporting International Freight Invoices Bulk Supplier Payments by Direct Credit Analysis and Understanding Refunding a Customer who has overpaid Goods taken for promotional use Editing Invoices
- Venue: Online
- Date: 22 Jul 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Importing Products and Prices Updating Pricing Promotional Pricing Product Pricing Management Changing a Product Code Inactive Products Product Ratios Purchase Order – Auto Order Based on Sales Purchase Order – Auto Order Based on Min / Max Returning a Product to the Supplier Invoicing a Kitset
- Venue: Online
- Date: 27 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Importing Products and Prices Updating Pricing Promotional Pricing Product Pricing Management Changing a Product Code Inactive Products Product Ratios Purchase Order – Auto Order Based on Sales Purchase Order – Auto Order Based on Min / Max Returning a Product to the Supplier Invoicing a Kitset
- Venue: Online
- Date: 24 Jun 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Importing Products and Prices Updating Pricing Promotional Pricing Product Pricing Management Changing a Product Code Inactive Products Product Ratios Purchase Order – Auto Order Based on Sales Purchase Order – Auto Order Based on Min / Max Returning a Product to the Supplier Invoicing a Kitset
- Venue: Online
- Date: 22 Jul 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
About Product Stocktakes Create a Stocktake Start a Stocktake Enter a Stocktake Count in Batches Post a Stocktake/Variance Reporting
- Venue: Online
- Date: 27 May 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
About Product Stocktakes Create a Stocktake Start a Stocktake Enter a Stocktake Count in Batches Post a Stocktake/Variance Reporting
- Venue: Online
- Date: 24 Jun 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
About Product Stocktakes Create a Stocktake Start a Stocktake Enter a Stocktake Count in Batches Post a Stocktake/Variance Reporting
- Venue: Online
- Date: 22 Jul 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous Bronze and Silver courses.
The General Ledger (GL) Chart GL Enquiry Journals
- Venue: Online
- Date: 28 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
The General Ledger (GL) Chart GL Enquiry Journals
- Venue: Online
- Date: 25 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
The General Ledger (GL) Chart GL Enquiry Journals
- Venue: Online
- Date: 23 Jul 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Cashbook Payments Cashbook Receipts Fund Transfers Direct Credit Exports Bank Reconciliation
- Venue: Online
- Date: 28 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Cashbook Receipts Fund Transfers Direct Credit Exports Bank Reconciliation
- Venue: Online
- Date: 25 Jun 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Cashbook Receipts Fund Transfers Direct Credit Exports Bank Reconciliation
- Venue: Online
- Date: 23 Jul 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5