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Contacts
A single client record may represent a company with multiple contacts—each with their own phone n...
Lead Sources
A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referra...
Client Types
Each client record includes a Client Type field. This field classifies the client based on their ...
Task Scheduler
What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is ...
Email Setup
SendGrid API The SendGrid Email API provides a simple, secure, and scalable way to send transa...
Installation
How to Install FusionInvoice How to Install an Add-on If you have any questions about the s...
System Requirements
FusionInvoice runs on a web server environment. Before installation, please ensure that your serv...
Getting Support
How to Receive Support Official support is available through email by using our Contact Us form....
Release Notes Archive
Version 2023-3.03 December 30, 2023 Summary This release includes a number of requested i...
Release Notes
FusionInvoice 2024-3.03 February 21, 2025 This is primarily a maintenance release for that addr...
Installation
How to Install FusionInvoice How to Install an Add-on If you have any questions about the s...
Email Setup
SendGrid API The SendGrid Email API provides a simple, secure, and scalable way to send transa...
Task Scheduler
What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is ...
Getting Your PayPal REST API keys
Prior to version 2018-7, FusionInvoice used PayPal's classic NVP/SOAP api. Version 2018-7 and lat...
System Requirements
FusionInvoice runs on a web server environment. Before installation, please ensure that your serv...
System Email Templates
What are Email Templates?Email Templates allow you to customize the content of emails sent from F...
Release Notes Archive
Version 2023-3.03 December 30, 2023 Summary This release includes a number of requested i...
Getting Support
How to Receive Support Official support is available through email by using our Contact Us form....
Tax Rates
Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...
Creating Logins for Clients
You can give clients the ability to see their invoices, payments, and quotes by providing them a ...