Recently Updated Pages
Revenue by Client
The Revenue by Client is found on the left of your FusionInvoice Screen under the Reports tab. ...
Profit and Loss
The Profit and Loss is found on the left of your FusionInvoice Screen under the Reports tab. ...
Payments Collected
The Payments Collected is found on the left of your FusionInvoice Screen under the Reports tab. ...
Item Sales
The Item Sales is found on the left of your FusionInvoice Screen under the Reports tab. The...
Expense List
The Expense List is found on the left of your FusionInvoice Screen under the Reports tab. T...
Client Statement
The Client Statement is found on the left of your FusionInvoice Screen under the Reports tab. ...
Ad hoc Email Templates
Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you c...
Custom Fields
Go to System Settings>Customizations>Custom Fields. Select New to create a new custom field. ...
Creating a New User
Users can be created by going to the System menu, clicking "User Accounts", then clicking on the ...
Credit Memos and Pre-Payments
Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are us...
Creating a Subscription
Click the Subscriptions menu item and press the New button. The Create Subscription screen wil...
Copying an Invoice
Copy Invoice Press the Other button and choose Copy from the Invoice Edit screen. Change the...
Creating an Invoice
Click the Invoices menu item and press the New button. The Create Invoice screen will prompt y...
Creating a Quote
Click the Quotes menu item and press the New button. The Create Quote screen will prompt you ...
What is the Dashboard?
The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your e...
Utilities and Logs
Importing Data Install FusionInvoice. Ensure you have the latest version. Create CSV file ...
Filtering
The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...
Expense Vendors and Categories
Expense Vendors To learn more about expenses, click here. ' To enter expense vendors go to Sys...
Company Profiles
Go to Settings>Configuration>Company Profiles You are able to create different company profiles...
Dashboard Options
Go to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a S...