Infusion Professional

Financials

Monitor the financial position of your business and gain the insights you need to make strategic business decisions. Use the date-sensitive ledger system to compare your finances across four years. Produce Profit and Loss, Balance Sheet and Budget reports, plus export data directly to your accountant to make the end of financial year hassle free. A business performance dashboard is available as an add-on.

Staff

Give your whole team access to crucial business information through individual and secure staff member logins, with varying access levels.

Cashbook

Integrate your cashbook with an unlimited number of bank accounts and import transactions directly from your internet banking to save time. Track your income and outgoings, reconcile multiple accounts and automatically code your expenses. Manage GST and process supplier direct credit payments.

Customers

Create an unlimited database of customers and keep in touch with your network through newsletters, text message, email, a loyalty programme and other marketing options. You can even conduct surveys direct from your software.

Streamline the management of your client invoices and quotes. Design customer-specific layouts for statements, manage recurring invoices, set various customer rates and create back orders.

Products

Create a database with unlimited products, including various cost and sale prices. Track products by serial number, sell kitsets with various parts, set promotional pricing, and price by quantity ordered. Customise and print barcodes, create a product catalogue with images and carry out stocktakes.

Suppliers / Purchase Orders

Create a database of suppliers with multiple products and pricing structures to improve the way you manage your supplier relationships. Create and manage purchase orders, plus set up automation based on stock levels and previous sales history. Analyse and report on your orders, and never miss a payment.