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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 ...
Copying a Quote
Copying makes a new quote with the same lines and amounts. Use it when you want to repeat a simil...
Converting a Quote Into an Invoice
When the customer is ready, you can turn a quote into an invoice. That copies the lines and total...
Sending a Quote
Open the quote you want to send. At the top, open the Actions menu (not Other). Click Email. Imp...
Creating a Quote
A quote is a price you offer a customer before they say yes. You pick the client, add line items,...
Emailing a Client
You can write and send an email to a customer without leaving Xagle. The message can use saved te...
Client Settings
The Settings tab on a client holds the “rules” Xagle should follow for that customer. This is not...
Notes
A note is a short message your team leaves on a client. It helps everyone remember calls, promise...
Communication
The Communication tab on a client is where you see what your team and Xagle have recorded about t...