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Contacts

2024 Clients

A single client record may represent a company with multiple contacts—each with their own phone n...

Updated 5 days ago by Timothy Perry

Lead Sources

2024 Clients

A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referra...

Updated 5 days ago by Timothy Perry

Client Types

2024 Clients

Each client record includes a Client Type field. This field classifies the client based on their ...

Updated 5 days ago by Timothy Perry

Task Scheduler

2024 Setup

What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is ...

Updated 5 days ago by Timothy Perry

Email Setup

2024 Setup

SendGrid API The SendGrid Email API provides a simple, secure, and scalable way to send transa...

Updated 5 days ago by Timothy Perry

Installation

2024 Setup

How to Install FusionInvoice How to Install an Add-on If you have any questions about the s...

Updated 5 days ago by Timothy Perry

System Requirements

2024

FusionInvoice runs on a web server environment. Before installation, please ensure that your serv...

Updated 5 days ago by Timothy Perry

Getting Support

2024

How to Receive Support Official support is available through email by using our Contact Us form....

Updated 5 days ago by Timothy Perry

Release Notes Archive

2024

 Version 2023-3.03 December 30, 2023  Summary This release includes a number of requested i...

Updated 5 days ago by Timothy Perry

Release Notes

2024

FusionInvoice 2024-3.03 February 21, 2025 This is primarily a maintenance release for that addr...

Updated 5 days ago by Timothy Perry

Installation

2026 Setup

How to Install FusionInvoice How to Install an Add-on If you have any questions about the s...

Updated 8 months ago by Timothy Perry

Email Setup

2026 Setup

SendGrid API The SendGrid Email API provides a simple, secure, and scalable way to send transa...

Updated 9 months ago by Timothy Perry

Task Scheduler

2026 Setup

What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is ...

Updated 9 months ago by Matt Weinbender

Getting Your PayPal REST API keys

2026 Payments

Prior to version 2018-7, FusionInvoice used PayPal's classic NVP/SOAP api. Version 2018-7 and lat...

Updated 10 months ago by Timothy Perry

System Requirements

2026

FusionInvoice runs on a web server environment. Before installation, please ensure that your serv...

Updated 1 year ago by Timothy Perry

System Email Templates

2026 Development and Customization

What are Email Templates?Email Templates allow you to customize the content of emails sent from F...

Updated 1 year ago by Prakash Malviya

Release Notes Archive

2026

 Version 2023-3.03 December 30, 2023  Summary This release includes a number of requested i...

Updated 1 year ago by Timothy Perry

Getting Support

2026

How to Receive Support Official support is available through email by using our Contact Us form....

Updated 1 year ago by Timothy Perry

Tax Rates

2026 System

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

Updated 1 year ago by Katie Schultz

Creating Logins for Clients

2026 Client Center

You can give clients the ability to see their invoices, payments, and quotes by providing them a ...

Updated 1 year ago by Katie Schultz