Your first week with thruflow

thruflow takes the orders, invoices, bills and payments that reach you by email, has a person check what was read, and carries each one through to your books and on to being paid. The first order can go through the same day. This is the order that works best.

The setup, in order

1. 1

   Finish the setup questions

   The first time you sign in, thruflow asks what kind of business you are, your time zone, whether invoices carry your logo or just your name, whether it should handle bills too and whether you keep stock, which accounting system you use, how your team splits the work, how invoices are numbered (thruflow's, or carrying on from QuickBooks), and how customers pay you: terms, an early-payment discount and a late fee. Each answer can be changed later.

   SettingsGeneral
2. 2

   Add your company details

   Your legal name, address, EIN and billing email are printed on every invoice and statement.

   SettingsCompany
3. 3

   Connect QuickBooks Online

   Then import your customers, vendors and items so nothing is created twice. Skip this if thruflow keeps the books on its own.

   SettingsIntegrations
4. 4

   Forward a real document

   Copy your addresses from the Email in card under Documents in and forward one order, invoice or bill. It's read in seconds.

   Documents in
5. 5

   Invite whoever checks and approves

   Two people make the approvals meaningful: one records, another approves.

   SettingsPeople
6. 6

   Send in test mode first

   Invoice emails start in Test delivery, so they come to you instead of your customers. Switch to Live when the first ones look right.

   SettingsInvoicing

What changes for your customers and vendors

Nothing. They keep emailing you as they do today. You forward those emails to your thruflow addresses, by hand or with a rule in Gmail or Outlook.