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Task Scheduler

2024 Setup

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

Updated 1 day ago by Matt Weinbender

Upgrading

2024 Upgrading

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

Updated 4 days ago by Matt Weinbender

Release Notes

2024

FusionInvoice 2024-3.01 December 26, 2024 This is a minor maintenance release that addresses a ...

Updated 4 days ago by Matt Weinbender

Installation

2024 Setup

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

Updated 1 week ago by Matt Weinbender

System Requirements

2024

FusionInvoice runs on a web server environment. Before installation, please ensure that your serv...

Updated 1 week ago by Timothy Perry

System Email Templates

2024 Development and Customization

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

Updated 1 week ago by Prakash Malviya

Release Notes Archive

2024

 Version 2023-3.03 December 30, 2023  Summary This release includes a number of requested i...

Updated 2 weeks ago by Timothy Perry

Getting Support

2024

How to Receive Support Official support is available through email by using our Contact Us form....

Updated 2 weeks ago by Timothy Perry

Ad hoc Email Templates

2024 Development and Customization

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

Updated 2 weeks ago by Katie Schultz

Tax Rates

2024 System

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

Updated 2 weeks ago by Katie Schultz

User Profiles

2024 Users

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

Updated 2 weeks ago by Katie Schultz

Creating a New User

2024 Users

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

Updated 2 weeks ago by Katie Schultz

System User

2024 Users

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

Updated 2 weeks ago by Katie Schultz

Creating Logins for Clients

2024 Client Center

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

Updated 2 weeks ago by Katie Schultz

Contacts

2024 Clients

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

Updated 2 weeks ago by Timothy Perry

Lead Sources

2024 Clients

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

Updated 2 weeks ago by Timothy Perry

Client Types

2024 Clients

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

Updated 2 weeks ago by Timothy Perry

Adding a Client

2024 Clients

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

Updated 2 weeks ago by Timothy Perry

Shipping

2024 Shipping

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

Updated 2 weeks ago by Katie Schultz

Tax Report

2024 Reports

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

Updated 2 weeks ago by Katie Schultz