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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...

You can create and send an email right from the Client's page.  Press Email This brings up a new window where you can enter your email details and the contents of the email.  You are able to: Select the From email address Change the recipient email  ...

 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.  

Files of any type may be uploaded as an attachment to a quote by clicking the Attachments tab on the Quote Edit screen and pressing the Attach File button. The Client Visibility option may be adjusted for each file attachment to determine whether or not the c...

Click the Invoices menu item and press the New button. The Create Invoice screen will prompt you for the Client Name, Invoice Date, Company Profile, Payment Terms, and the Document Number Scheme. If the invoice is for a new client, type the client's name i...

The Invoices list screen is the screen shown when you click on "Invoices" on the navigation menu to the left. It provides a listing off all of your invoices, with search and filter options at the top, allowing you to search for invoices and filter invoices by ...

Press the Email button from the Invoice Edit screen. Important note: The Email button will not appear unless you have configured your email settings in System Settings on the Email tab. The Email Invoice screen allows you to add additional recipients and c...

Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen by pressing the Other button and choosing Enter Payment. If the invoice is being paid in full, the amount field will already contain the full balance amount so...

Copy Invoice  Press the Other button and choose Copy from the Invoice Edit screen. Change the client's name if the copy will be for a different client. Review the Date, Company Profile, and Document Number Scheme. Change if necessary. Press the Submit bu...

Files of any type may be uploaded as an attachment to an invoice by clicking the Attachments tab on the Invoice Edit screen and pressing the Attach File button. The Client Visibility option may be adjusted for each file attachment to determine whether or not ...

You have the option to place a QR code on your invoice to allow your customers to scan the QR code on a printed invoice and go directly to the public invoice URL to view and pay it. This option can be turned on or off with a setting in System>Configuration>Sy...

Subscriptions act as a template for invoices which need to be generated on a specific frequency (once a month, twice a year, etc). Subscriptions are almost identical to invoices. The difference is that Subscriptions aren't sent directly to a client (the genera...

Click the Subscriptions menu item and press the New button. The Create Subscription screen will prompt you for the Client Name, Company Profile, Document Number Scheme, Start Date, frequency, and a Stop Date if applicable. If the subscription is for a new ...

Press the Other button and choose Copy from the Invoice Edit screen. Change the Client's Name if the copy will be for a different client. Review the Date, Company Profile, Document Number Scheme, Start Date, and frequency. Change if necessary. Press the S...

Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen by pressing the Other button and choosing Enter Payment. If the invoice is being paid in full, the amount field will already contain the full balance amount so...

Once online payments have been enabled, your clients can pay their invoices quickly, conveniently, and securely using the invoice public link. To configure FusionInvoice for online payments, click the System icon and select System Settings. Each of the diffe...