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Entering an Expense

2024 Expenses

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

Updated 3 weeks ago by Katie Schultz

The FusionInvoice API

2024 Development and Customization

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

Updated 3 weeks ago by Timothy Perry

System Settings

2024 System

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

Updated 3 weeks ago by Timothy Perry

Payment Terms

2024 System

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

Updated 3 weeks ago by Timothy Perry

Expense Vendors and Categories

2024 System

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

Updated 3 weeks ago by Katie Schultz

Emailing a Client

2024 Clients

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

Updated 3 weeks ago by Katie Schultz

Creating a Subscription

2024 Subscriptions

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

Updated 3 weeks ago by Katie Schultz

Creating an Invoice

2024 Invoices

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

Updated 3 weeks ago by Katie Schultz

Filtering

2024 Navigation and Search

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

Updated 3 weeks ago by Katie Schultz

Tags

2024 Navigation and Search

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

Updated 3 weeks ago by Katie Schultz

What is the Dashboard?

2024 Dashboard

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

Updated 3 weeks ago by Katie Schultz

Permissions

2024 Users

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

Updated 3 weeks ago by Katie Schultz

Creating a Quote

2024 Quotes

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

Updated 4 weeks ago by Katie Schultz

The Invoices List Screen

2024 Invoices

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

Updated 4 weeks ago by Katie Schultz

Task List Widget

2024 Dashboard

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

Updated 4 weeks ago by Katie Schultz

Company Profiles

2024 System

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

Updated 4 weeks ago by Katie Schultz

Enabling Online Payments

2024 Payments

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

Updated 1 month ago by Katie Schultz

Invoices by Client

2024 Reports

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

Updated 1 month ago by Katie Schultz

Subscription List

2024 Reports

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

Updated 1 month ago by Katie Schultz

Revenue by Client

2024 Reports

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

Updated 1 month ago by Katie Schultz