CashFlow

Getting Started with CashFlow

• Proposal Checkout Configuration
• Getting to Know CashFlow
• OpenSolar CashFlow Overview for Finance and Accounting Teams
• Tips for getting the most out of CashFlow

Payments

• Stripe - Configuration
• Activating Stripe Integration
• Lifecycle of a Payment Request
• Customer Payment Overview Portal
• Using the Unified Payment Request Flow to Generate Sharable Links
• CashFlow Payouts Dashboard

CashFlow Configurations

• Configuring and Using Direct Payments
• Capped Card Transactions
• CashFlow Configuration Locks
• Managing Your Payment Communications and Notifications
• Smart Surcharging with CashFlow
• Financed Project Deposit Configuration

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Invoices & Accounting Integrations

• Exporting Invoice Data to CSV
• Guide to Invoice Configuration & Branding
• Invoice Actions: Mark Paid Offline
• Invoice Actions: Cancel Invoice
• Invoice Actions: Edit Invoice Details
• Post-Sale Payment Adjustments with CashFlow

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