CashFlow

Getting to Know CashFlow

• 1. Customer Experience: Integrated Checkout
• 2. Customer Experience: Invoice Email
• 3. Post-Sale Payments Page

CashFlow and Accounting

• OpenSolar CashFlow Overview for Finance and Accounting Teams

CashFlow Configurations

• CashFlow Internal Notifications Configuration
• CashFlow Customer Communications Configuration
• Smart Surcharging with CashFlow
• Financed Project Deposit Configuration
• Applying CashFlow Payment Milestone Configurations to Projects
• CashFlow Payment Milestone Configuration

Invoices

• Invoice Actions: Mark Paid Offline
• Invoice Actions: Cancel Invoice
• Invoice Actions: Edit Invoice Details
• Post-Sale Payment Adjustments with CashFlow
• Standalone Invoices with CashFlow
• CashFlow Invoice Breakdown

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Getting Started with CashFlow

• Permissions and Custom Roles with CashFlow
• Tips for getting the most out of CashFlow