BusinessFlow Help Guide

Contents | Index

- A -

Adding Materials & Labour - to Jobs

Adding Parts - to Jobs

Alerts

- B -

Bookmarks - Adding / Deleting

BusinessFlow Screen Layout

- C -

Changing Currency Symbol (£, $)

Changing Job Status

Changing tax name (GST / VAT)

Company Details

Create an Invoice

Creating a Job

Creating a Job Sheet

Creating an Invoice

Creating Workflows

- D -

Deleting Materials & Labour - to Jobs

Deleting Parts - to Jobs

- E -

Editing Jobs

Editing Materials & Labour Items

Editing Parts

Estimate - Create

- F -

Find Job

Footers - editing

- G -

GST Rates - setting

- I -

import customers

Installation Steps

Invoice - Create

Invoice header

Invoice Starting Number

Invoices Outstanding

Invoices to Generate

- J -

Job Alerts

Job Edit  - Screen Overview

Job Editing

Job Search Screen

Job Sheet - Create

Job Status - Changing

Job Status Report - Printing

Job Status Report - Viewing

- K -

Keep Job Search Open

- L -

Logging in

Logo - upload

- M -

Material & Labour Categories - Adding

- N -

New Job - start a new job

- P -

Payment - Recording

Print upcoming Job Alerts

Product Tour

- Q -

questions

	Workflows - Creating
	Workflows - Using

Questions Sets

Quick Start Guide

Quick Start Videos

Quotation - Create

quote header

- R -

Record a Payment

Reminders

Reset - return to just installed condition

- S -

Sage customer import

Setting Tax Rates

Software Maintenance

System Requirements

- T -

templates

	Workflows - Creating
	Workflows - Using

The Quick Set-up Screens

Turn off invoice logo

turn off quote logo

- U -

User Names & Passwords - Add/Edit

- V -

VAT Rates - setting

Video Library

- W -

Welcome to BusinessFlow

Who Owes you Money

Word Templates - Editing

WorkFlow Reports

Workflows - Entering data