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New Xagler - Start-up Checklist

Xagle Toolkit

Start-up checklist New Xagler.pdf

Updated 3 months ago by Corrie Drellack

Installation

2024 Setup

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

Updated 4 months ago by Timothy Perry

Email Setup

2024 Setup

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

Updated 5 months ago by Timothy Perry

Task Scheduler

2024 Setup

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

Updated 5 months ago by Matt Weinbender

E-Invoicing - Germany

2024 Add-Ons

With the E-invoicing add-on for Germany, you can create PDF/A3 ZUGFeRD compliant documents from y...

Updated 6 months ago by Matt Weinbender

Getting Your PayPal REST API keys

2024 Payments

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

Updated 6 months ago by Timothy Perry

Release Notes

2024

FusionInvoice 2024-3.03 February 21, 2025 This is primarily a maintenance release for that addr...

Updated 7 months ago by Timothy Perry

Time Tracking

2024 Add-Ons

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

Updated 9 months ago by Katie Schultz

Upgrading

2024 Upgrading

-How to Upgrade to FusionInvoice 2024-x from FusionInvoice 2017, 2018, 2019, 2020, 2021, or 2022,...

Updated 9 months ago by Matt Weinbender

System Requirements

2024

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

Updated 10 months 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 10 months 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 10 months ago by Timothy Perry

Getting Support

2024

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

Updated 10 months 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 10 months 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 10 months 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 10 months 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 10 months 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 10 months 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 10 months 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 10 months ago by Timothy Perry