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The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your entire company and allows you to easily navigate to the different FusionInvoice modules. It has a customizable layout and dashboard "widgets", or tools, that make m...

The navigation menu is found on the left side of every page in FusionInvoice. It is the way that users navigate between the different main FusionInvoice modules.

The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvoice. It holds your ten most recent actions and provides a one-click link to go back to any item - clients, invoices, expenses, quotes, reports, etc. The dashboard...

The Recent Client Activity widget allows you to quickly see activity from your clients, such as when they view a quote or invoice.  

The task list widget allows you to all tasks that are assigned to you in one place. It is a personal to-do list. You can also switch to see what tasks you assigned to others next to the search field in the widget. You can enable the widget from System>Confi...

You can turn widgets on/off in System>Configuration>Dashboards>Select to change either the System Default Dashboard or a Specific User's Dashboard Widgets can be moved around on your dashboard by clicking and dragging the top of the widget.  

KPI Cards allow you to have an overall financial status of your company at a glance. They can be enabled by going to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a Specific User's Dashboard.  KPI cards can include:...

Open the Clients SectionNavigate to the Clients menu item from the main navigation bar and click the New button. This opens the Client Form where you can enter information about your new client. 2. Complete the Client FieldsOn the Client Form screen, pr...

Each client record includes a Client Type field. This field classifies the client based on their current relationship with your business. Selecting the appropriate client type can help you track where they stand in your sales or customer journey. Available Cl...

A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referral from another client, or a particular event). How to Add a Lead Source: In the Client record, locate the Lead Source field. Type in the name of the lead sour...

A single client record may represent a company with multiple contacts—each with their own phone numbers and email addresses. Adding these individuals as contacts makes it easier to communicate with the right person. How to Add a Contact From the Client P...

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...

Some of your clients may use different currency or speak another language than your default. In this case, you can adjust these client records to reflect their local currency and native language. To do so, edit the client record by clicking the Clients menu i...

If the client record you are creating is affiliated with another account, you can link the two accounts. The Parent account is assigned to a client record that is affiliated another client record, or is the corporate account for the client. The Child account i...

Notes are a way of recording actions on a client account. Notes are taggable, searchable, and a badge at the top of the Note area displays the number of notes attached per entity (client, invoice, quote, task, etc). The ability to add, edit, and remove notes ...

This tab houses properties most often set once, or not changed often, such as: Whether the client is active (Yes or No). A strikethrough also identifies inactive clients in the client list. The client's invoice prefix. Clients can have a custom invoice pre...

 Click the Quotes menu item and press the New button. The Create Quote screen will prompt you for the Client Name, Quote Date, Company Profile, and Document Number Scheme. If the quote is for a new client, type the client's name in full. You will be able t...

Press the Action button from the Quote Edit screen, then select Email. Important: the Email button will not appear unless you have configured your email settings in System Settings on the Email tab. The Email Quote screen allows you to add addi...

Once a client has accepted your quote, you can convert it to an invoice on the Quote Edit screen by clicking the Options button and choosing Quote to Invoice. Review the date and group, adjust if necessary and press the Submit button. Once submitted, you wi...

Press the Other button and choose Copy from the Quote Edit screen. Change the client's name if the copy will be for a different client. Review the date, company profile, and group. Change if necessary. Press the Submit button to complete the copy.