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Turn widgets on or off under gear → System Settings → System Default Dashboard. If your site uses them, you can also manage User Specific Dashboards for individual users. Drag a widget by its header to rearrange it on the dashboard.

KPI Cards summarize key financial activity at a glance. Enable them under gear → System Settings → System Default Dashboard. KPI cards can include: Draft Invoices Sent Invoices Overdue Invoices Payments Collected Draft Quotes Sent Quotes Rejected Quo...

Before you send a quote or invoice in Xagle, you add a client. A client is the customer or company you work with. How to start a new client Look at the menu on the left. Click Clients. (On some accounts the same item is named Tenants.) Click the + next to...

Every client has a Client Type drop-down. It is a label that tells you where that customer is in your process. For example: are they just a lead, or already a paying customer? Choices in the list Xagle includes these types. If your app is set to another lang...

A lead source answers a simple question: How did this customer find you? Think of it like a label: web ad, friend referral, trade show, social media, and so on. Where you set it Open the client. On the General tab, use the Lead Source drop-down. If your scre...

One client in Xagle can stand for a whole company. Under that company you can save contacts: real people with their own phone numbers and emails (for example the owner, the office manager, or billing). Where you add contacts First save the client. Then open ...

You can give clients the ability to see their invoices, payments, and quotes by providing them a Client Center login.  To create a login for a client, go to their account and enter Edit mode. Under Settings is a checkbox to enable the Client Center. Once chec...

Sometimes a customer uses a different money type (currency) or language than your usual defaults. Xagle lets you set that per client so bills and emails make sense for them. Where to change it Open the client. Click the Settings tab (not General). Look for D...

Sometimes one company belongs to a bigger company. In Xagle you can tie them together. The main company is the parent. The smaller or linked company is the child. How to link them Open the child client (the one that sits under the bigger company). Go to the ...

A note is a short message your team leaves on a client. It helps everyone remember calls, promises, or problems. Notes show up in the Communication tab inside the Notes and messages area. How to add a note Open the client. Click Communication. Use the add op...

The Settings tab on a client holds the “rules” Xagle should follow for that customer. This is not the same as the General tab. General is name and address. Settings is how billing and email should behave. What you might see here Active — Is this client tur...

A quote is a price you offer a customer before they say yes. You pick the client, add line items, then save or send it. Start a new quote Click Quotes in the left menu. Click the + next to Quotes, or open the Quotes list and click New. A window titled ...

Open the quote you want to send. At the top, open the Actions menu (not Other). Click Email. Important: You only see Email when your company finished email setup in Xagle. If it is missing, ask your admin. A mail window opens. Pick who should get it, choose ...

When the customer is ready, you can turn a quote into an invoice. That copies the lines and totals so you can bill them. Where to click Open the quote. At the top, open the Other menu (not Actions). Choose Quote to invoice. When you see it This choice show...

Copying makes a new quote with the same lines and amounts. Use it when you want to repeat a similar job for the same client or someone new. Steps Open the quote you want to copy. Click Other at the top. Click Make a copy. Follow the prompts. You can pic...

You can add files to a quote so your team has specs, photos, or contracts in one place. Examples are PDFs, images, or Word files. How to add a file Open the quote. Click the Attachments tab. Use the upload area or button on that tab to pick a file from y...

An invoice is the bill you send a customer. You can also start a credit memo or refund from the same place when your company uses those. Start a new invoice Click Invoices in the left menu. Click the + next to Invoices, or open the invoice list and click ...

The Invoices list is what you see after you click Invoices in the left menu. It shows your invoices in a table so you can find, filter, and open them. What you can do here Search — type text and use the magnifying glass. Filter by date — pick a date range...

Open the invoice you want to send. At the top, open the Actions menu and choose Email. (There is not a separate Email button on its own.) Important: If you do not see Email, mail may not be set up for your company, or your role may not allow it. Ask your admi...

Related: The same payment form can be opened from the Invoices list or with slightly different labels on the screen. See Entering a Payment (alternate path) for that walkthrough. When you receive money outside the online payment flow (cash, check, wire, and s...