CashFlow

Getting to Know CashFlow

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

CashFlow and Accounting

• 🇬🇧 CashFlow Transaction and Payout Details - UK
• 🇺🇸 CashFlow Transaction and Payout Details - USA
• 🇦🇺 CashFlow Transaction and Payout Details - Australia
• OpenSolar CashFlow Overview for Finance and Accounting Teams

CashFlow Configurations

• Capped Card Transactions
• CashFlow Configuration Locks
• CashFlow Internal Notifications Configuration
• CashFlow Customer Communications Configuration
• Smart Surcharging with CashFlow
• Financed Project Deposit Configuration

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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