InfoFlo Pay: Tutorials Videos for Estimates, Invoices, Forms, Customer Portal and More
Getting Started with InfoFlo Pay
- Logging into your system
- Adding your company logo
- Setting up your default email address
- Setting up SMS integration with Twillio
- Setting up your payment processor
- Customizing you estimate and invoice PDF’s
- Registering/editing users
- Project and Time Log setup
- Password Reset
- Page Permissions
- MailChimp Integration
Estimates: Create, Send and Convert
- Create a new estimate
- Adding a contact to the estimate
- Adding products and services to the estimate
- Sending the estimate with notifications
- Converting estimates to invoices
- Customer Portal: Customer converts estimate and pays invoice
- Notifications when customer is viewing and has accepted estimate
- Extract estimate to PDF
Invoices: Create, Send and Get Paid
- Create a new invoices
- Adding a contact to the invoice
- Adding products and services to the invoice
- Sending the invoice with automated notifications
- Customer Portal: Customer pays invoice
- Credit Card: Payment profile is saved
- Notifications when customer is viewing and has paid invoice
- Extract invoice to PDF
Invoices: Setup Email and SMS
- Setup email content that is emailed to customer with active invoice link
- Setup customer login details to customer portal
- Setup SMS message that is sent out to customer with active invoice link
- Send a custom personalized email with invoice active link to specific customer
Digital Forms: Auto-Populate Forms and Send To Your Customers
- How to setup the fields to auto-populate
- How to auto-populate
- How to enable required fields for customer
- How to send the form to the customer with an active link
- How the customer can view the form in their customer portal
Digital Forms: Setup Confirmation Messages Upon Submission
- How to setup a confirmation message upon submission of a form
- How to add merge fields to a confirmation message
- How to forward to a URL upon submission of a form
- How to setup multiple confirmation messages and route them
Digital Forms: Create Reports
- How to select what fields show up in the report
- How to view a report with all form entries
- How to search a report
- How to extract an entry to PDF from the report
- How to edit the entry
Projects & Time Logs: Create and Send
- Create a new project
- Add team members to your project
- Add time logs with either user or task pricing with option to edit the price
- View all time logs related to a project
- Convert a project to an invoice and send
Contact Management: Import Contacts
- How to import contacts from a csv
- How to map fields
- How to confirm what was imported
With Every Plan You Get:
- Unlimited Estimates and Invoices
- Unlimited Clients in Client Portal
- Client Management
- Customer Statements
- Manage Expenses
- Free PDF Setup
- Mobile Friendly
- Multi-Currency
- SSL Encryption