2024

How to Install FusionInvoice How to Install an Add-on If you have any questions about the s...

SendGrid API The SendGrid Email API provides a simple, secure, and scalable way to send transa...

What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is ...

-How to Upgrade to FusionInvoice 2023-x from FusionInvoice 2017, 2018, 2019, 2020, 2021, or 2022,...

Open the Clients SectionNavigate to the Clients menu item from the main navigation bar and clic...

Each client record includes a Client Type field. This field classifies the client based on their ...

A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referra...

A single client record may represent a company with multiple contacts—each with their own phone n...

Some of your clients may use different currency or speak another language than your default. In t...

If the client record you are creating is affiliated with another account, you can link the two ac...

Notes are a way of recording actions on a client account. Notes are taggable, searchable, and a b...

This tab houses properties most often set once, or not changed often, such as: Whether the cli...

You can create and send an email right from the Client's page.  Press Email This brings up a ...

 Click the Quotes menu item and press the New button. The Create Quote screen will prompt you ...

Press the Action button from the Quote Edit screen, then select Email. Important: the Emai...

Once a client has accepted your quote, you can convert it to an invoice on the Quote Edit screen ...

Press the Other button and choose Copy from the Quote Edit screen. Change the client's name if...

Files of any type may be uploaded as an attachment to a quote by clicking the Attachments tab on ...

Click the Invoices menu item and press the New button. The Create Invoice screen will prompt y...

The Invoices list screen is the screen shown when you click on "Invoices" on the navigation menu ...

Press the Email button from the Invoice Edit screen. Important note: The Email button will not a...

Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen...

Copy Invoice  Press the Other button and choose Copy from the Invoice Edit screen. Change the...

Files of any type may be uploaded as an attachment to an invoice by clicking the Attachments tab ...

You have the option to place a QR code on your invoice to allow your customers to scan the QR cod...

Subscriptions act as a template for invoices which need to be generated on a specific frequency (...

Click the Subscriptions menu item and press the New button. The Create Subscription screen wil...

Press the Other button and choose Copy from the Invoice Edit screen. Change the Client's Name ...

Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen...

Once online payments have been enabled, your clients can pay their invoices quickly, conveniently...

Prior to version 2018-7, FusionInvoice used PayPal's classic NVP/SOAP api. Version 2018-7 and lat...

Once you have FusionInvoice configured to accept online payments, clients may pay their invoices ...

Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are us...

Click the Expenses menu item and press the New button. Adjust the company profile and the date...

Click the Expenses menu item, press the Options button on the expense to bill, and select Bill Th...

You can copy an existing expense from the "Options" menu on the right side of each expense on the...

Click the Reports menu item and choose Profit and Loss. The Profit and Loss report can be run ag...

The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your e...

The navigation menu is found on the left side of every page in FusionInvoice. It is the way that ...

The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvo...

The Recent Client Activity widget allows you to quickly see activity from your clients, such as w...

The task list widget allows you to all tasks that are assigned to you in one place. It is a perso...

You can turn widgets on/off in System>Configuration>Dashboards>Select to change either the System...

KPI Cards allow you to have an overall financial status of your company at a glance. They can be ...

Users can be created by going to the System menu, clicking "User Accounts", then clicking on the ...

FusionInvoice offers the following user types: Admin - This user has all rights. Standard Use...

FusionInvoice offers a full-featured permissions system. You can grant each standard user specifi...

You can change some user settings by clicking on the user's icon in the upper left of any FusionI...

The System User is the default user assigned as the creator of automated or background actions pe...

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Paymen...

Tags are a way of segmenting your clients. You can add tags to a client record on the client reco...

The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...

The System Settings section provides global configuration options that influence how FusionInvoic...

Go to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a S...

Payment Terms define the conditions under which your customers must settle their invoices or quot...

Go to Settings>Configuration>Company Profiles  You are able to create different company profiles...

Payment Methods can be found by going to System Settings>Configuration>Payment Methods.  This is...

Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...

Item Lookups  To access where to add item lookups go to System Settings>Configuration>Item Looku...

Expense Vendors  To learn more about expenses, click here. ' To enter expense vendors go to Sys...

You can add different currencies that your company works with in the Currencies located by going ...

Creating a New User Users can be created by going to the System menu, clicking "User Accounts", ...

How do I create a custom field? Click System Settings> Customizations > Custom Fields  Press ...

Importing Data  Install FusionInvoice. Ensure you have the latest version. Create CSV file ...

Importing Data The FusionInvoice Import Tool will allow you to easily import data from another s...

To set up currencies go to System Setup>Configuration>Currencies.  Press the New button to cre...

The Time Tracking add-on for FusionInvoice lets you easily build projects, add tasks, track your ...

You can give clients the ability to see their invoices, payments, and quotes by providing them a ...

The Client Statement is found on the left of your FusionInvoice Screen under the Reports tab.  ...

The Expense List is found on the left of your FusionInvoice Screen under the Reports tab.  T...

The Item Sales is found on the left of your FusionInvoice Screen under the Reports tab.  The...

The Payments Collected is found on the left of your FusionInvoice Screen under the Reports tab.  ...

The Profit and Loss is found on the left of your FusionInvoice Screen under the Reports tab.  ...

The Revenue by Client is found on the left of your FusionInvoice Screen under the Reports tab.  ...

The Tax Report is found on the left of your FusionInvoice Screen under the Reports tab.  The...

The Subscription List is found on the left of your FusionInvoice Screen under the Reports tab.  ...

The Invoices by Client is found on the left of your FusionInvoice Screen under the Reports tab.  ...

The Credits and Pre-Payments is found on the left of your FusionInvoice Screen under the Reports ...

Here's a simple step-by-step guide to move your FusionInvoice installation to a new host: Step 1...

For best performance, here are some performance tuning things you should be aware of. Please bewa...

Go to System Settings>Customizations>Custom Fields.  Select New to create a new custom field. ...

How do I customize my invoice or quote templates? FusionInvoice comes with a copy of the default...

Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you c...

How do I translate FusionInvoice into my own language?   The translation files for FusionInvoic...

The FusionInvoice API allows you to programmatically manage clients, invoices, quotes, payments, ...

Some Background FusionInvoice was developed using the Laravel framework for PHP, and as such fol...

What are Email Templates?Email Templates allow you to customize the content of emails sent from F...

You're right - it is, and it always will be! Renewing your support period is completely optional....

The paid status is the only status you cannot manually change an invoice to. To change an invoice...

Download the Reset Password utility. Unzip the contents. Upload the unzipped ResetPassword fo...

On your Dashboard you can select a date range by clicking the Select Date Range button on top of ...

FusionInvoice supports the Stripe, PayPal, and Mollie payment gateways. If you would like FusionI...

If you're using Apache, try these things in the order they're listed below: Verify that the .h...

Version 2018-4 added an option to the General tab of System Settings which will force FusionInvoi...

In rare instances users have reported the following error when attempting to upgrade:"SQLSTATE[42...

This should be used with a load balancer terminates TLS / SSL certificates. This is often because...

Version 2024-2.00  June 4th, 2024 Summary This release includes a number of features added rel...

FusionInvoice License Agreement This license is a legal agreement between you and Sqware Pig, LL...

To enable the shipping features, see System Settings.  Once enable you will see a new menu heade...