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269 total results found

Sales Commissions

2024 Add-Ons

$79Summary: The Sales Commissions addon enhances FusionInvoice by enabling you to assign and automatically calculate commissions on a per-line-item basis. With customizable formulas for commission calculation, this addon simplifies tracking employee performanc...

Payment Center

2024 Add-Ons

$49Summary:  The Payment Center addon provides a secure and streamlined way to manage payments by enabling the creation of payment center users. These users have restricted access, requiring an invoice number to view specific invoices, ensuring client informa...

ProForma Invoices

2024 Add-Ons

Summary  The Pro Forma Invoices addon streamlines the process of providing detailed estimates to clients by enabling seamless conversion of quotes into pro forma invoices and, when approved, transforming pro forma invoices into regular invoices. This efficien...

Creating Logins for Clients

2024 Client Center

You can give clients the ability to see their invoices, payments, and quotes by providing them a Client Center login.  To create a login for a client, go to their account and enter Edit mode. Under Settings is a checkbox to enable the Client Center. Once chec...

Client Statement

2024 Reports

The Client Statement is found on the left of your FusionInvoice Screen under the Reports tab.  The Client Statement Report allows you to view all of a client's invoices.  You can choose to run the report for: Specific client  Status of invoices  Spe...

Expense List

2024 Reports

The Expense List is found on the left of your FusionInvoice Screen under the Reports tab.  The Expense List Report allows you to see your expenses by category.  You can select to view your expenses: Specific date range  Choose which Category and Vend...

Item Sales

2024 Reports

The Item Sales is found on the left of your FusionInvoice Screen under the Reports tab.  The Item Sales Report allows you to analyze line item sales by invoice or payment date.  You can choose to run the report for: Specific date range  Item category...

Payments Collected

2024 Reports

The Payments Collected is found on the left of your FusionInvoice Screen under the Reports tab.  The Payments Collected Report allows you to track payments within a given timeframe.  You can choose: Payment method  Specific date range  Whether or no...

Profit and Loss

2024 Reports

The Profit and Loss is found on the left of your FusionInvoice Screen under the Reports tab.  The Profit and Loss Report allows you to review standard P&L statements, showing income vs expenses and net income. You can choose: Specific date range  Wha...

Revenue by Client

2024 Reports

The Revenue by Client is found on the left of your FusionInvoice Screen under the Reports tab.  The Revenue by Client Report allows you to view and compare payments by client by monthly totals, up to 12 months.  You can choose: Specific date range  D...

Tax Report

2024 Reports

The Tax Report is found on the left of your FusionInvoice Screen under the Reports tab.  The Tax Report allows you to view total collected taxes within a specified time frame by tax rate. You can choose: Specific date range Level of detail in the rep...

Subscription List

2024 Reports

The Subscription List is found on the left of your FusionInvoice Screen under the Reports tab.  The Subscription List Report allows you to monitor active subscriptions and their next upcoming renewal date. You can choose to run it by:  Specific date r...

Invoices by Client

2024 Reports

The Invoices by Client is found on the left of your FusionInvoice Screen under the Reports tab.  The Invoices By Client Report allows you to track client invoices sent during a specified time period with optional line item details. You can sort by and ch...

Credits and Pre-Payments

2024 Reports

The Credits and Pre-Payments is found on the left of your FusionInvoice Screen under the Reports tab.  The Credits and Pre-Payments Report allows you to access listings of credit memos and pre-payments per client. You can sort by: Client  If they hav...

Moving your Installation

2024 Moving your Installation

Here's a simple step-by-step guide to move your FusionInvoice installation to a new host: Step 1 Export your whole FusionInvoice database from the current provider. You can do this straight from FusionInvoice in the settings menu, or use a database admin too...

Performance Tuning

2024 Development and Customization

For best performance, here are some performance tuning things you should be aware of. Please beware that systems can differ and setting some limits or settings too high or too low could cause issues. Consult with your host if you do not know what you are doing...

Custom Fields

2024 Development and Customization

Go to System Settings>Customizations>Custom Fields.  Select New to create a new custom field.  Use the Table Name field to choose the table to add the custom field to. Enter the label of the custom field in Field Label. Choose the type of the custom fi...

Invoice and Quotes Templates

2024 Development and Customization

How do I customize my invoice or quote templates? FusionInvoice comes with a copy of the default template placed in the custom templates folder out of the box. This provides you with a convenient way to start customizing your invoice layout should you wish to...

Ad hoc Email Templates

2024 Development and Customization

Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you can quickly select and send to clients, saving you time and ensuring consistent communication. Rather than typing a new email message from scratch each time, you ca...

Translations

2024 Development and Customization

How do I translate FusionInvoice into my own language?   The translation files for FusionInvoice live in the resources/lang folder. To translate FusionInvoice into your native language, create a new folder inside resources/lang for your language and then cop...