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Users can be created by going to the System menu, clicking "User Accounts", then clicking on the "New" button. There are two types of users you can create. You can also disable a user account by switching the status button on the list of users.  Note: The Sys...

FusionInvoice offers the following user types: Admin - This user has all rights. Standard User - these users can be assigned access to specific portions of all major modules and reports through the permissions system. Client - These users do not have acce...

FusionInvoice offers a full-featured permissions system. You can grant each standard user specific rights to view, create, and/or delete on every module and every report. To edit a user's permissions: Go to System>User Accounts. Locate the Options dropd...

Importing Data The FusionInvoice Import Tool will allow you to easily import data from another software (or an older version of FusionInvoice). How to Use the Import Tool Create CSV file using the template file found on the relevant page of the importer...

To set up currencies go to System Setup>Configuration>Currencies.  Press the New button to create a new currency.  Enter the: Name Code Symbol Symbol Placement  Decimal Point type  Thousands Separator type  Select if it will be the system defaul...

The Time Tracking add-on for FusionInvoice lets you easily build projects, add tasks, track your time and most importantly - bill for that time! How to Install the Time Tracker Step 1: Download the add-on package Log into your account at FusionInvoice.com...

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...

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 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...

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...

The FusionInvoice API allows you to programmatically manage clients, invoices, quotes, payments, and related resources within your FusionInvoice system. This API provides both read and write capabilities, enabling integration with other business systems or cus...

Some Background FusionInvoice was developed using the Laravel framework for PHP, and as such follows the MVC design pattern. If you have worked with Laravel, making modifications should be fairly straight forward. If not, the next two sections will cover a fe...

You're right - it is, and it always will be! Renewing your support period is completely optional. FusionInvoice will never stop working simply because your support period has expired. Renewing your support period gives you access to another full year of suppor...

The paid status is the only status you cannot manually change an invoice to. To change an invoice to Paid status, the invoice must have a payment made in full. Once the invoice has no remaining balance, the status will automatically update to Paid.

Download the Reset Password utility. Unzip the contents. Upload the unzipped ResetPassword folder to the app/Modules folder on your server so that it becomes app/Modules/ResetPassword. Visit your FusionInvoiceURL/resetpassword to reset your password. Onc...

On your Dashboard you can select a date range by clicking the Select Date Range button on top of the Dashboard. You can also choose to show a custom date range. Once selected the Dashboard will refresh with the data.

FusionInvoice supports the Stripe, PayPal, and Mollie payment gateways. If you would like FusionInvoice to support a specific payment gateway, please submit a customization request.

If you're using Apache, try these things in the order they're listed below: Verify that the .htaccess file distributed in the FusionInvoice download file was actually uploaded to your server. This file should exist in the root folder of your FusionInvoice i...

Version 2018-4 added an option to the General tab of System Settings which will force FusionInvoice to be served over https. Prior to enabling this option, be sure your FusionInvoice installation is functional via https. Failure to do so may result in a non-fu...