Tips & Tricks in Review: May 2021

Every week we send out an email to existing clients with helpful tips and tricks for using Details Flowers Software. The Support Team looks at trending questions each month and works to identify ways we can help to spread knowledge to everyone using the platform. Make sure you're subscribed to the Education & Support messages from Details to get these helpful emails! 

Here's a recap of what we covered in May in the Tips & Tricks series!

Using Details Invoicing

With Details Invoicing you can automate your payment reminders so you don't have to play bill collector. It's simple to sign up, easy to use, and more secure than ever. Check out the steps below to learn more about signing up and using the invoicing tools!

Sign up on the 'Invoicing' page of the Company menu and then sending invoices is a simple process. Within each of your events you'll find 'Invoicing' under the 'Financials' tab, and that's where invoices can be updated and sent!

Check out this Support Center article for full instructions: Details Invoicing: Sending Invoices

The Resource Galleries

During the second week of May we decided to do an overview of each of the Resource Galleries found in Details. If you're not familiar with the galleries, check out these Support Center articles:

Using Inspiration Photos

Enspiration photos can be used two different ways, as recipe photos on your worksheet (which will be displayed, in turn, on your proposals) or as proposal inspiration images. Using them on the proposal is simple, follow these steps:

  • Navigate to the 'Proposal' tab of the event, and scroll down to access the Proposal Editor.
  • Any placeholder image on the first two pages (it will be highlighted in red when hovered over with your mouse) can be swapped out with your inspiration images - click on the photo you'd like to change.
  • In the resulting pop-up window, click 'Choose From' in the top-right corner and select 'Event Inspiration' to access your favorited inspiration images.
  • Select any desired photo to complete, and repeat these steps for each placeholder you'd like to swap out!

Using inspiration images in your recipes is also a simple process. You'll click on the existing recipe image and the same pop-up window seen above will appear. Select the photo you want and you're all set!

Check out this Support Center article for more: The Inspiration Gallery

Managing Proposal Versions

Proposal versions are stored within each event to make sure you have access to each previous version you've saved and published. That way, if you need to revert to a previous version, you have the ability to do so at-will!

In the top-left section of the Proposal page of any event is the PDF History for each proposal. Every time a new version is published, an entry is added to the list of versions with a date and time. To switch to a previous version, select it from the list and click the 'Change Proposal' button.

Check out this Support Center section for more info about proposals: The Proposal

Keep an eye on your inbox each week to get in-depth educational content for all things Details and, as always, reach out to our Support Team if you need anything! You can reach us by emailing, from the chat option within your account, or by using the 'Contact Us' form also found within your account under the 'Support' menu!

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