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Copying an Invoice
Copy Invoice Press the Other button and choose Copy from the Invoice Edit screen. Change the client's name if the copy will be for a different client. Review the Date, Company Profile, and Document Number Scheme. Change if necessary. Press the Submit bu...
Attaching Files to an Invoice
Files of any type may be uploaded as an attachment to an invoice by clicking the Attachments tab on the Invoice Edit screen and pressing the Attach File button. The Client Visibility option may be adjusted for each file attachment to determine whether or not ...
How Are QR Codes Used?
You have the option to place a QR code on your invoice to allow your customers to scan the QR code on a printed invoice and go directly to the public invoice URL to view and pay it. This option can be turned on or off with a setting in System>Configuration>Sy...
How Do Subscriptions Work?
Subscriptions act as a template for invoices which need to be generated on a specific frequency (once a month, twice a year, etc). Subscriptions are almost identical to invoices. The difference is that Subscriptions aren't sent directly to a client (the genera...
Creating a Subscription
Click the Subscriptions menu item and press the New button. The Create Subscription screen will prompt you for the Client Name, Company Profile, Document Number Scheme, Start Date, frequency, and a Stop Date if applicable. If the subscription is for a new ...
Copying a Subscription
Press the Other button and choose Copy from the Invoice Edit screen. Change the Client's Name if the copy will be for a different client. Review the Date, Company Profile, Document Number Scheme, Start Date, and frequency. Change if necessary. Press the S...
Entering a Payment
Payments collected in a non-online form can be applied to an invoice from the Invoice Edit screen by pressing the Other button and choosing Enter Payment. If the invoice is being paid in full, the amount field will already contain the full balance amount so...
Enabling Online Payments
Once online payments have been enabled, your clients can pay their invoices quickly, conveniently, and securely using the invoice public link. To configure FusionInvoice for online payments, click the System icon and select System Settings. Each of the diffe...
Getting Your PayPal REST API keys
Prior to version 2018-7, FusionInvoice used PayPal's classic NVP/SOAP api. Version 2018-7 and later use PayPal's REST api. Log into the PayPal Developer portal using your standard PayPal login credentials. Click the "Apps and Credentials" link in the top m...
How Do Clients Pay Their Invoice Online?
Once you have FusionInvoice configured to accept online payments, clients may pay their invoices using the invoice public link. When an invoice is emailed to the client, the email will contain a link to view and pay the invoice online. This is the "invoice pu...
Credit Memos and Pre-Payments
Credit Memos and Pre-Payments are options shown when creating a new Invoice. Credit Memos are used to reduce the price of an invoice. Pre-Payments create an open balance on the client's account. The open balance is not the same as the balance on an invoice. ...
Entering an Expense
Click the Expenses menu item and press the New button. Adjust the company profile and the date of the expense if needed. Enter a category to assign the expense to. If you have previously entered the same category, it will appear once you start typing. Ent...
Billing an Expense to the Client
Click the Expenses menu item, press the Options button on the expense to bill, and select Bill This Expense. Choose the invoice to add the expense to. To add the expense to the invoice as a line item, choose Add line item to invoice and review the name and...
Copying an Expense
You can copy an existing expense from the "Options" menu on the right side of each expense on the expense list, or the "other" menu at the top of each expense record. This creates a duplicate of the expense record, allowing you to edit the new values before s...
How to See Your Profit and Loss
Click the Reports menu item and choose Profit and Loss. The Profit and Loss report can be run against all or one company profile for a specific date range.
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 types of users you can create. You can also disable a user account by switching the status button on the list of users. Note: The Sys...
Types of Users
FusionInvoice offers the following user types: Admin - This user has all rights. Standard User - these users can be assigned access to specific portions of all major modules and reports through the permissions system. Client - These users do not have acce...
Permissions
FusionInvoice offers a full-featured permissions system. You can grant each standard user specific rights to view, create, and/or delete on every module and every report. To edit a user's permissions: Go to System>User Accounts. Locate the Options dropd...
Importing Files
Importing Data The FusionInvoice Import Tool will allow you to easily import data from another software (or an older version of FusionInvoice). How to Use the Import Tool Create CSV file using the template file found on the relevant page of the importer...