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Item Sales

2024 Reports

The Item Sales is found on the left of your FusionInvoice Screen under the Reports tab.  The...

Updated 4 days ago by Timothy Perry

Expense List

2024 Reports

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

Updated 4 days 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 4 days ago by Timothy Perry

Company Profiles

2024 System

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

Updated 4 days ago by Timothy Perry

Dashboard Options

2024 System

Go to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a S...

Updated 4 days ago by Timothy Perry

Filtering

2024 Navigation and Search

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

Updated 4 days ago by Timothy Perry

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 4 days ago by Timothy Perry

Creating a New User

2024 Users

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

Updated 4 days ago by Timothy Perry

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 4 days ago by Timothy Perry

Credit Memos and Pre-Payments

2024 Payments

Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are us...

Updated 4 days ago by Timothy Perry

Creating a Quote

2024 Quotes

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

Updated 4 days ago by Timothy Perry

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 4 days 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 4 days ago by Timothy Perry

Emailing a Client

2026 Clients

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

Updated 4 days ago by Katie Schultz

User Profiles

2026 Users

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

Updated 4 days ago by Katie Schultz

Ad hoc Email Templates

2026 Development and Customization

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

Updated 4 days ago by Katie Schultz

Invoice and Quotes Templates

2026 Development and Customization

How do I customize my invoice or quote templates? FusionInvoice comes with a copy of the default...

Updated 4 days ago by Katie Schultz

Custom Fields

2026 Development and Customization

Go to System Settings>Customizations>Custom Fields.  Select New to create a new custom field. ...

Updated 4 days ago by Katie Schultz

Creating a New User

2026 Users

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

Updated 4 days ago by Katie Schultz

Credit Memos and Pre-Payments

2026 Payments

Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are us...

Updated 4 days ago by Katie Schultz