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Creating a Quote
Click the Quotes menu item and press the New button. The Create Quote screen will prompt you ...
Adding a Client
Open the Clients SectionNavigate to the Clients menu item from the main navigation bar and clic...
What is the Dashboard?
The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your e...
Filtering
The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...
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...
Shipping
To enable the shipping features, see System Settings. Once enable you will see a new menu heade...
Client Statement
The Client Statement is found on the left of your FusionInvoice Screen under the Reports tab. ...
Utilities and Logs
Importing Data Install FusionInvoice. Ensure you have the latest version. Create CSV file ...
System User
The System User is the default user assigned as the creator of automated or background actions pe...
Creating a Subscription
Click the Subscriptions menu item and press the New button. The Create Subscription screen wil...
How Do Subscriptions Work?
Subscriptions act as a template for invoices which need to be generated on a specific frequency (...
Copying an Invoice
Copy Invoice Press the Other button and choose Copy from the Invoice Edit screen. Change the...
Creating an Invoice
Click the Invoices menu item and press the New button. The Create Invoice screen will prompt y...
Upgrading
-How to Upgrade to FusionInvoice 2024-x from FusionInvoice 2017, 2018, 2019, 2020, 2021, or 2022,...
System User
The System User is the default user assigned as the creator of automated or background actions pe...
Shipping
To enable the shipping features, see System Settings. Once enable you will see a new menu heade...
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. ...