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The System Settings section provides global configuration options that influence how FusionInvoice behaves and appears. These settings are organized into tabs for easy navigation. Adjusting these parameters allows you to tailor the platform’s user interface, l...

Go to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a Specific User's Dashboard.  System Default Dashboard  System Default Time Period for Widgets: from the drop down you can select the date range you require or set ...

Payment Terms define the conditions under which your customers must settle their invoices or quotes. By configuring these terms, you can specify when payments are due, offer early payment incentives, require down payments, or establish installment plans. Once ...

Go to Settings>Configuration>Company Profiles  You are able to create different company profiles within FusionInvoice. This allows you to oversee multiple companies clients/invoices/sales/expenses/etc.  The Login URL section allows you to copy the URL to s...

Payment Methods can be found by going to System Settings>Configuration>Payment Methods.  This is where you can add the payment methods that you accept. You can edit or delete a payment method under Options. To create a new payment method, press New and typ...

Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoices and quotes. These tax rates are applied at the line item level, offering flexibility and precision in how you charge taxes to your clients. Location:System > Co...

Item Lookups  To access where to add item lookups go to System Settings>Configuration>Item Lookups.  This is where you add the items/services you provide that you would need to put on a quote/invoice. You are able to Edit/Delete any item lookups from the Opt...

Expense Vendors  To learn more about expenses, click here. ' To enter expense vendors go to System Setup>Configuration> Expense Vendors. This shows you the list of vendors that your company purchases from. You can filter through the vendors with the Selec...

You can add different currencies that your company works with in the Currencies located by going to System Setup>Configuration>Currencies.  Here the list currencies you use will display. You are able to edit or delete a currency entry under the options menu. ...

Creating a New User Users can be created by going to the System menu, clicking "User Accounts", then clicking on the "New" button. There are two options: Admin- this user has all rights Standard User- these users can be assigned access to specific portion...

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. It is to the right of the module title. Search is designed to respect all active filters.

Tags are a way of segmenting your clients. You can add tags to a client record on the client record edit screen, as well as on the notes. Note: Tags, once deleted from the all client records and notes, will not be removed from the tag filter until you run a t...

The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. These allow you to segment those modules based on the criteria you set. When a filter is set, a small indicator with the number of ...

How do I create a custom field? Click System Settings> Customizations > Custom Fields  Press New to start a custom field.  Use the Table Name field to choose the table to add the custom field to. Enter the label of the custom field in Field Label. Cho...

Importing Data  Install FusionInvoice. Ensure you have the latest version. Create CSV file using the data from your old database using the information regarding file layouts bottom of this page. Make sure you have all required columns, or the import coul...

The dashboard is the FusionInvoice main page, or "index" page. It gives you an overview of your entire company and allows you to easily navigate to the different FusionInvoice modules. It has a customizable layout and dashboard "widgets", or tools, that make m...

The navigation menu is found on the left side of every page in FusionInvoice. It is the way that users navigate between the different main FusionInvoice modules.

The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvoice. It holds your ten most recent actions and provides a one-click link to go back to any item - clients, invoices, expenses, quotes, reports, etc. The dashboard...

The Recent Client Activity widget allows you to quickly see activity from your clients, such as when they view a quote or invoice.  

The task list widget allows you to all tasks that are assigned to you in one place. It is a personal to-do list. You can also switch to see what tasks you assigned to others next to the search field in the widget. You can enable the widget from System>Confi...