Bronze Course 102 - Customer Invoicing & Quotes

10 May 2021 - 10 May 2021 , 1:00 PM – 3:00 PM

Infusion BRONZE Training

The BRONZE Level One training course is 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 course also covers processing of daily transactions for Invoices, Quotes and Purchase Orders.

Customers

Manage Invoices screen  

Manage Quotes 

Customer Quotes 

  • Quote vs. Estimate  
  • Notes Tab   
  • Payment Tab   
  • Internal Notes Tab   
  • Documents Tab   

Customer Reporting   

 

 

Pricing & Venue

Cost

$75.00

Venue

May 2021 - Level 1 - Bronze
Online

Registration Full

Sorry, registration for this event is now full.

Infusion has allowed us to manage and monitor all our customers and products effectively. We have a large number of charge accounts for regular customers for both retail and workshop jobs.

We love the fact that Infusion provides such a comprehensive system.

— Teresa Cook, Director, Easts Outdoor Work & Leisure

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