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Item Sales
The Item Sales is found on the left of your FusionInvoice Screen under the Reports tab. The...
Expense List
The Expense List is found on the left of your FusionInvoice Screen under the Reports tab. T...
Expense Vendors and Categories
Expense Vendors To learn more about expenses, click here. ' To enter expense vendors go to Sys...
Company Profiles
Go to Settings>Configuration>Company Profiles You are able to create different company profiles...
Dashboard Options
Go to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a S...
Filtering
The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...
User Profiles
You can change some user settings by clicking on the user's icon in the upper left of any FusionI...
Creating a New User
Users can be created by going to the System menu, clicking "User Accounts", then clicking on the ...
What is the Dashboard?
The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your e...
Credit Memos and Pre-Payments
Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are us...
Creating a Quote
Click the Quotes menu item and press the New button. The Create Quote screen will prompt you ...
Emailing a Client
You can create and send an email right from the Client's page. Press Email This brings up a ...
Adding a Client
Open the Clients SectionNavigate to the Clients menu item from the main navigation bar and clic...
Emailing a Client
You can create and send an email right from the Client's page. Press Email This brings up a ...
User Profiles
You can change some user settings by clicking on the user's icon in the upper left of any FusionI...
Ad hoc Email Templates
Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you c...
Invoice and Quotes Templates
How do I customize my invoice or quote templates? FusionInvoice comes with a copy of the default...
Custom Fields
Go to System Settings>Customizations>Custom Fields. Select New to create a new custom field. ...
Creating a New User
Users can be created by going to the System menu, clicking "User Accounts", then clicking on the ...
Credit Memos and Pre-Payments
Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are us...