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Prior to version 2018-7, FusionInvoice used PayPal's classic NVP/SOAP api. Version 2018-7 and later use PayPal's REST api. Log into the PayPal Developer portal using your standard PayPal login credentials. Click the "Apps and Credentials" link in the top m...

Once you have FusionInvoice configured to accept online payments, clients may pay their invoices using the invoice public link. When an invoice is emailed to the client, the email will contain a link to view and pay the invoice online. This is the "invoice pu...

Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are used to reduce the price of an invoice. Pre-Payments create an open balance on the client's account. The open balance is not the same as the balance on an invoice. ...

Click the Expenses menu item and press the New button. Adjust the company profile and the date of the expense if needed. Enter a category to assign the expense to. If you have previously entered the same category, it will appear once you start typing. Ent...

Click the Expenses menu item, press the Options button on the expense to bill, and select Bill This Expense. Choose the invoice to add the expense to. To add the expense to the invoice as a line item, choose Add line item to invoice and review the name and...

You can copy an existing expense from the "Options" menu on the right side of each expense on the expense list, or the "other" menu at the top of each expense record. This creates a duplicate of the expense record, allowing you to edit the new values before s...

Click the Reports menu item and choose Profit and Loss. The Profit and Loss report can be run against all or one company profile for a specific date range.

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:...

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...

You can change some user settings by clicking on the user's icon in the upper left of any FusionInvoice screen.  Here you can change: Name of the user  Turn off/on dark mode  Choose the initials for the user  Change user role Change the color of the ...

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 ...

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. It is to the right of the module title. Search is designed to respect all active filters.