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Entering an Expense
Click the Expenses menu item and press the New button. Adjust the company profile and the date...
The FusionInvoice API
The FusionInvoice API allows you to programmatically manage clients, invoices, quotes, payments, ...
System Settings
The System Settings section provides global configuration options that influence how FusionInvoic...
Payment Terms
Payment Terms define the conditions under which your customers must settle their invoices or quot...
Expense Vendors and Categories
Expense Vendors To learn more about expenses, click here. ' To enter expense vendors go to Sys...
Emailing a Client
You can create and send an email right from the Client's page. Press Email This brings up a ...
Creating a Subscription
Click the Subscriptions menu item and press the New button. The Create Subscription screen wil...
Creating an Invoice
Click the Invoices menu item and press the New button. The Create Invoice screen will prompt y...
Filtering
The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...
Tags
Tags are a way of segmenting your clients. You can add tags to a client record on the client reco...
What is the Dashboard?
The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your e...
Permissions
FusionInvoice offers a full-featured permissions system. You can grant each standard user specifi...
Creating a Quote
Click the Quotes menu item and press the New button. The Create Quote screen will prompt you ...
The Invoices List Screen
The Invoices list screen is the screen shown when you click on "Invoices" on the navigation menu ...
Task List Widget
The task list widget allows you to all tasks that are assigned to you in one place. It is a perso...
Company Profiles
Go to Settings>Configuration>Company Profiles You are able to create different company profiles...
Enabling Online Payments
Once online payments have been enabled, your clients can pay their invoices quickly, conveniently...
Invoices by Client
The Invoices by Client is found on the left of your FusionInvoice Screen under the Reports tab. ...
Subscription List
The Subscription List is found on the left of your FusionInvoice Screen under the Reports tab. ...
Revenue by Client
The Revenue by Client is found on the left of your FusionInvoice Screen under the Reports tab. ...