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Xagle Documentation

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Getting Support
Clients
Quotes
Invoices
Subscriptions
Payments
Expenses
Dashboard
Users
Navigation and Search
- Search
- Tags
- Filtering
System
Importing Data
- Importing Files
- File Requirements and Templates
Exchange Rates
- Setting Up Multiple Currencies
Add-Ons
- Time Tracking
- E-Invoicing - Germany
Client Center
- Creating Logins for Clients
Reports
Moving your Installation
- Moving your Installation
Development and Customization
Frequently Asked Questions
Release Notes
- Release Notes
License
- License Agreement
Shipping
- Shipping

Versions

User Guide

Importing Data

File Requirements and ...

File Requirements and Templates

Last Updated: July 29, 2025, 10:06 PM

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Adding a Client

Client Types

Lead Sources

Contacts

Localization Settings

Parent and Child Accounts

Communication

Notes

Client Settings

Emailing a Client

Creating a Quote

Sending a Quote

Converting a Quote Into an Invoice

Copying a Quote

Attaching Files to a Quote

Creating an Invoice

The Invoices List Screen

Emailing an Invoice

Entering a Payment

Copying an Invoice

Attaching Files to an Invoice

How Are QR Codes Used?

How Do Subscriptions Work?

Creating a Subscription

Copying a Subscription

Entering a Payment

Enabling Online Payments

Getting Your PayPal REST API keys

How Do Clients Pay Their Invoice Online?

Credit Memos and Pre-Payments

Entering an Expense

Billing an Expense to the Client

Copying an Expense

How to See Your Profit and Loss

What is the Dashboard?

Navigation Menu

Most Recently Used List

Recent Client Activity Widget

Task List Widget

Changing the Dashboard Layout and Widgets

KPI Cards

Creating a New User

Types of Users

Permissions

User Profiles

System User

Search

Tags

Filtering

System Settings

Dashboard Options

Payment Terms

Company Profiles

Payment Methods

Tax Rates

Item Lookups and Categories

Expense Vendors and Categories

Currencies

User Accounts

Custom Fields

Utilities and Logs

Importing Files

File Requirements and Templates

Setting Up Multiple Currencies

Time Tracking

E-Invoicing - Germany

Creating Logins for Clients

Client Statement

Expense List

Item Sales

Payments Collected

Profit and Loss

Revenue by Client

Tax Report

Subscription List

Invoices by Client

Credits and Pre-Payments

Moving your Installation

Custom Fields

Invoice and Quotes Templates