In this update, InfoFlo Print introduces enhanced invoice approval and date management features. Print shops now have greater control over billing, ensuring that invoices accurately reflect production completion and approval status. These improvements streamline accounting processes, reduce errors, and improve communication with customers.
Enhanced Invoice Approval in InfoFlo Print
Managing invoice dates and approvals is critical for any print shop. With this update, InfoFlo Print allows your team to:
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Automatically update invoice dates and due dates once production is complete.
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Control invoice approval before sending them to customers.
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Send invoices manually or automatically immediately after approval.
These updates make your billing process more accurate, efficient, and compliant with company workflows.
How to Enable Invoice Approval
To activate the new invoice approval features:
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Navigate to Settings → Invoice Settings.
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Enable the Approval Logic option.
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Click Save to apply the changes.
Once enabled, invoices only update after approval, giving your team full control over when customers receive them.
Automatic vs. Manual Invoice Updates
Automatic Updates
When auto-approve after production is enabled, invoice dates, due dates, and order status update automatically once production completes. This ensures invoices reflect the true production completion date.
Manual Approval
If auto-approval is disabled, invoices retain their original dates after production. You can manually approve invoices individually or in bulk:
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Select one or multiple orders.
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Click Change Order Status → Approve.
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Invoice dates and due dates update automatically upon approval.
Manual approval allows you to maintain control while keeping billing records precise.
Sending Invoices Immediately After Approval
Print shops can now decide whether to send invoices as soon as they are approved:
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Enable Send Invoice Immediately during approval.
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Click Proceed to send invoices directly to customers.
This ensures customers only receive invoices once orders are fully approved, maintaining billing accuracy and workflow efficiency.
Bug Fix: User Role and Customer Portal
This update also fixes a bug affecting the InfoFlo Administrator role. Previously, updating user roles could inadvertently disable the customer portal for clients. Now administrators can make role changes without affecting customer access, keeping operations smooth.
Benefits of the Invoice Update
With these improvements, print shops can:
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Maintain accurate invoice and due dates.
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Control approval before sending invoices.
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Send invoices manually or automatically after approval.
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Keep customer portals accessible after administrative changes.
These updates enhance workflow control, simplify billing, and improve customer communication.
Conclusion
The latest InfoFlo Print update strengthens invoice management by giving print shops more control over approvals, dates, and customer communications. By adopting these features, businesses can ensure accurate billing, improve efficiency, and maintain a seamless workflow.