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How to Receive Support Official support is available through email by using our Contact Us form. Our dedicated support team is committed to helping you resolve issues and answer questions promptly. Support Hours Our support representatives are available Mon...

The System User is the default user assigned as the creator of automated or background actions performed by FusionInvoice. Unless modified in the System Settings, any system-generated events—such as a subscription generating a live invoice—will be recorded in ...

 Version 2023-3.03 December 30, 2023  Summary This release includes a number of requested improvements, support for the Catalan language, as well as several important bug fixes.  New Features Added Catalan as a new supported language. The Payments l...

What are Email Templates?Email Templates allow you to customize the content of emails sent from FusionInvoice. You can use them to personalize communication with your clients for various scenarios—such as sending quotes, invoices, overdue notices, upcoming pay...

The Sales Commissions Add-On allows you to assign, calculate, generate, and track commissions directly from invoice line items. This guide explains how to: Create commission formulas Assign commissions to invoice line items Generate commissions Track an...

The Proforma Invoices Add-On allows you to create proforma invoices that can later be converted into standard invoices once approved by the client. Proforma invoices are commonly used to: Request approval before issuing a final invoice Provide preliminary...

FusionInvoice 2024-3.03 February 21, 2025 This is primarily a maintenance release for that addresses several bugs that were reported in the earlier 2024-3.0x versions.  Bugs Fixed Changed an existing UTF8MB4 migration to reduce index size varchar(255) in...

 Version 2023-3.03 December 30, 2023  Summary This release includes a number of requested improvements, support for the Catalan language, as well as several important bug fixes.  New Features Added Catalan as a new supported language. The Payments l...

How to Receive Support Official support is available through email by using our Contact Us form. Our dedicated support team is committed to helping you resolve issues and answer questions promptly. Support Hours Our support representatives are available Mon...

FusionInvoice runs on a web server environment. Before installation, please ensure that your server meets or exceeds the following minimum requirements. If you have any questions regarding these requirements, contact us. Server & Software Environment A com...

How to Install FusionInvoice How to Install an Add-on If you have any questions about the setup process, please contact us. How To Install FusionInvoice  FusionInvoice 2024 requires PHP 8.2 or higher. Please review our System Requirements before inst...

SendGrid API The SendGrid Email API provides a simple, secure, and scalable way to send transactional and marketing emails from your application. The API allows you to customize email content and delivery settings, track email open and click-through rates, ...

What is the task scheduler? The task scheduler is a crucial cron job (scheduled task) that is responsible for all of the automatic processes from within FusionInvoice. Some of these processes include: Emailing Recurring invoices Sending overdue notices ...

-How to Upgrade to FusionInvoice 2024-x from FusionInvoice 2017, 2018, 2019, 2020, 2021, or 2022, 2023, 2024-x-How to Upgrade an Add-on If you have any questions about the upgrade process, please contact us. How to Upgrade from FusionInvoice 2017, 2018, 2019...

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...

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...