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Types of Users
FusionInvoice offers the following user types: Admin - This user has all rights. Standard Use...
KPI Cards
KPI Cards allow you to have an overall financial status of your company at a glance. They can be ...
Changing the Dashboard Layout and Widgets
You can turn widgets on/off in System>Configuration>Dashboards>Select to change either the System...
Recent Client Activity Widget
The Recent Client Activity widget allows you to quickly see activity from your clients, such as w...
Most Recently Used List
The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvo...
Navigation Menu
The navigation menu is found on the left side of every page in FusionInvoice. It is the way that ...
How to See Your Profit and Loss
Click the Reports menu item and choose Profit and Loss. The Profit and Loss report can be run ag...
Copying an Expense
You can copy an existing expense from the "Options" menu on the right side of each expense on the...
Billing an Expense to the Client
Click the Expenses menu item, press the Options button on the expense to bill, and select Bill Th...
How Do Clients Pay Their Invoice Online?
Once you have FusionInvoice configured to accept online payments, clients may pay their invoices ...
Entering a Payment
Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen...
Copying a Subscription
Press the Other button and choose Copy from the Invoice Edit screen. Change the Client's Name ...
How Are QR Codes Used?
You have the option to place a QR code on your invoice to allow your customers to scan the QR cod...
Attaching Files to an Invoice
Files of any type may be uploaded as an attachment to an invoice by clicking the Attachments tab ...
Entering a Payment
Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen...
Emailing an Invoice
Press the Email button from the Invoice Edit screen. Important note: The Email button will not a...
Attaching Files to a Quote
Files of any type may be uploaded as an attachment to a quote by clicking the Attachments tab on ...
Copying a Quote
Press the Other button and choose Copy from the Quote Edit screen. Change the client's name if...
Converting a Quote Into an Invoice
Once a client has accepted your quote, you can convert it to an invoice on the Quote Edit screen ...
Sending a Quote
Press the Action button from the Quote Edit screen, then select Email. Important: the Emai...