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Task Scheduler
What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is ...
Upgrading
-How to Upgrade to FusionInvoice 2023-x from FusionInvoice 2017, 2018, 2019, 2020, 2021, or 2022,...
Release Notes
FusionInvoice 2024-3.01 December 26, 2024 This is a minor maintenance release that addresses a ...
Installation
How to Install FusionInvoice How to Install an Add-on If you have any questions about the s...
System Requirements
FusionInvoice runs on a web server environment. Before installation, please ensure that your serv...
System Email Templates
What are Email Templates?Email Templates allow you to customize the content of emails sent from F...
Release Notes Archive
Version 2023-3.03 December 30, 2023 Summary This release includes a number of requested i...
Getting Support
How to Receive Support Official support is available through email by using our Contact Us form....
Ad hoc Email Templates
Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you c...
Tax Rates
Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...
User Profiles
You can change some user settings by clicking on the user's icon in the upper left of any FusionI...
Creating a New User
Users can be created by going to the System menu, clicking "User Accounts", then clicking on the ...
System User
The System User is the default user assigned as the creator of automated or background actions pe...
Creating Logins for Clients
You can give clients the ability to see their invoices, payments, and quotes by providing them a ...
Contacts
A single client record may represent a company with multiple contacts—each with their own phone n...
Lead Sources
A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referra...
Client Types
Each client record includes a Client Type field. This field classifies the client based on their ...
Adding a Client
Open the Clients SectionNavigate to the Clients menu item from the main navigation bar and clic...
Shipping
To enable the shipping features, see System Settings. Once enable you will see a new menu heade...
Tax Report
The Tax Report is found on the left of your FusionInvoice Screen under the Reports tab. The...