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Importing Data The FusionInvoice Import Tool will allow you to easily import data from another s...

How do I create a custom field? Click System Settings> Customizations > Custom Fields  Press ...

Creating a New User Users can be created by going to the System menu, clicking "User Accounts", ...

You can add different currencies that your company works with in the Currencies located by going ...

Item Lookups  To access where to add item lookups go to System Settings>Configuration>Item Looku...

Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...

Payment Methods can be found by going to System Settings>Configuration>Payment Methods.  This is...

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

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

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

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Paymen...

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

FusionInvoice offers the following user types: Admin - This user has all rights. Standard Use...

KPI Cards allow you to have an overall financial status of your company at a glance. They can be ...

You can turn widgets on/off in System>Configuration>Dashboards>Select to change either the System...

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

The Recent Client Activity widget allows you to quickly see activity from your clients, such as w...

The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvo...

The navigation menu is found on the left side of every page in FusionInvoice. It is the way that ...

Click the Reports menu item and choose Profit and Loss. The Profit and Loss report can be run ag...