Recently Updated Pages
What is the Dashboard?
The dashboard is your Xagle home page. It shows key information and widgets you can arrange. Turn...
Navigation Menu
The navigation menu is on the left on every page. Use it to open the main areas of Xagle: clients...
Can Xagle work with XYZ payment gateway?
Xagle includes built-in support for Stripe, PayPal, and Mollie as online payment gateways (config...
Payments Collected
Open Reports in the left sidebar, then choose Payments Collected. The Payments Collected rep...
How to See Your Profit and Loss
In the sidebar, open Reports, then choose Profit and Loss. Use the Options card to pick a Compan...
Copying an Expense
From the expense list, open the row Options menu and choose Make a Copy. When editing an expense,...
Billing an Expense to the Client
On Expenses, find a billable expense that is not yet billed. Open the row Options menu and choose...
How Do Clients Pay Their Invoice Online?
After you enable gateways under System Settings → Online Payments → Online Payment Processors, cl...
Getting Your PayPal REST API keys
Xagle uses PayPal’s REST API (not the legacy NVP/SOAP integration). You need a Client ID and Secr...
Entering an Expense
Open Expenses in the sidebar (under Payments). Stay on the Expenses tab and click New. Set Exp...
Enabling Online Payments
When online payments are enabled and configured, clients can pay from the invoice Public Link usi...
Creating a Subscription
Click Subscriptions in the left menu, then use New (or the plus next to the menu) to open Create ...
Copying a Subscription
Open Subscriptions in the left menu. On the row for the subscription, open the actions menu and c...
How Do Subscriptions Work?
In Xagle, Subscriptions are recurring schedules that create invoices for you on a repeating patte...
Attaching Files to an Invoice
On the invoice edit screen, open the Attachments tab. Use the control there to add a file (your a...
Copying an Invoice
Copy Invoice On the invoice edit screen, open the Other menu and choose Make a Copy. Line items...
Emailing an Invoice
Open the invoice you want to send. At the top, open the Actions menu and choose Email. (There is ...
The Invoices List Screen
The Invoices list is what you see after you click Invoices in the left menu. It shows your invoic...
Creating an Invoice
An invoice is the bill you send a customer. You can also start a credit memo or refund from the s...
Attaching Files to a Quote
You can add files to a quote so your team has specs, photos, or contracts in one place. Examples ...