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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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