Advanced Search
Search Results
269 total results found
Sales Commissions
$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
$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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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...