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Ad hoc Email Templates

User Guide Development and Customization

Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you c...

Updated 1 year ago by Katie Schultz

E-Invoicing - Germany

User Guide Add-Ons

With the E-invoicing add-on for Germany, you can create PDF/A3 ZUGFeRD compliant documents from y...

Updated 1 year ago by Matt Weinbender

Time Tracking

User Guide Add-Ons

The Time Tracking add-on for Xagle lets you easily build projects, add tasks, track your time and...

Updated 1 year ago by Katie Schultz

System Email Templates

User Guide Development and Customization

What are Email Templates?Email Templates allow you to customize the content of emails sent from X...

Updated 1 year ago by Prakash Malviya

Creating Logins for Clients

User Guide Client Center

You can give clients the ability to see their invoices, payments, and quotes by providing them a ...

Updated 1 year ago by Katie Schultz

Invoice and Quotes Templates

User Guide Development and Customization

How do I customize my invoice or quote templates? Xagle comes with a copy of the default templat...

Updated 1 year ago by Katie Schultz

Release Notes

User Guide Release Notes

Version 2024-2.00  June 4th, 2024 Summary This release includes a number of features added rel...

Updated 1 year ago by Katie Schultz

License Agreement

User Guide License

Xagle License Agreement This license is a legal agreement between you and Sqware Pig, LLC for th...

Updated 1 year ago by Katie Schultz

Moving your Installation

User Guide Moving your Installation

Here's a simple step-by-step guide to move your Xagle installation to a new host: Step 1 Export...

Updated 1 year ago by Katie Schultz

What if I am using a reverse proxy?

User Guide Frequently Asked Questions

This should be used with a load balancer terminates TLS / SSL certificates. This is often because...

Updated 1 year ago by Timothy Perry

How can I resolve the Row Size Too Large error?

User Guide Frequently Asked Questions

In rare instances users have reported the following error when attempting to upgrade:"SQLSTATE[42...

Updated 1 year ago by Katie Schultz

How can I force my Xagle installation to be served over https?

User Guide Frequently Asked Questions

Version 2018-4 added an option to the General tab of System Settings which will force Xagle to be...

Updated 1 year ago by Katie Schultz

How can I remove index.php from my URL?

User Guide Frequently Asked Questions

If you're using Apache, try these things in the order they're listed below: Verify that the .h...

Updated 1 year ago by Katie Schultz

Why do the totals on my dashboard all show zero?

User Guide Frequently Asked Questions

On your Dashboard you can select a date range by clicking the Select Date Range button on top of ...

Updated 1 year ago by Katie Schultz

I forgot my password - how can I reset it?

User Guide Frequently Asked Questions

Download the Reset Password utility. Unzip the contents. Upload the unzipped ResetPassword fo...

Updated 1 year ago by Katie Schultz

Importing Files

User Guide Importing Data

Importing Data The Xagle Import Tool will allow you to easily import data from another software ...

Updated 1 year ago by Timothy Perry

Setting Up Multiple Currencies

User Guide Exchange Rates

To set up currencies go to System Setup>Configuration>Currencies.  Press the New button to cre...

Updated 1 year ago by Katie Schultz

Why can't I change my invoice status to Paid?

User Guide Frequently Asked Questions

The paid status is the only status you cannot manually change an invoice to. To change an invoice...

Updated 2 years ago by Katie Schultz

Why does my license show an expiration date? I thought Xagle was buy once, use forever?

User Guide Frequently Asked Questions

You're right - it is, and it always will be! Renewing your support period is completely optional....

Updated 2 years ago by Katie Schultz

How Are QR Codes Used?

User Guide Invoices

You have the option to place a QR code on your invoice to allow your customers to scan the QR cod...

Updated 2 years ago by Katie Schultz