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Setting Up Multiple Currencies
To set up currencies go to System Setup>Configuration>Currencies. Press the New button to create a new currency. Enter the: Name Code Symbol Symbol Placement Decimal Point type Thousands Separator type Select if it will be the system defaul...
Time Tracking
The Time Tracking add-on for Xagle lets you easily build projects, add tasks, track your time and most importantly - bill for that time! How to Install the Time Tracker Step 1: Download the add-on package Log into your account at Xagle.com and download th...
Custom Fields
Custom fields on invoices and quotes (templates) For creating custom fields, field types, tabs, and validation, use the main guide: Custom Fields. This page only explains how those fields can appear on documents you send to customers. How fields show on docu...
Invoice and Quotes Templates
How do I customize my invoice or quote templates? Xagle comes with a copy of the default template placed in the custom templates folder out of the box. This provides you with a convenient way to start customizing your invoice layout should you wish to. All cu...
Ad hoc Email Templates
Ad Hoc Email Templates are customizable, pre-written email messages—or "canned emails"—that you can quickly select and send to clients, saving you time and ensuring consistent communication. Rather than typing a new email message from scratch each time, you ca...
The Xagle API
The Xagle API allows you to programmatically manage clients, invoices, quotes, payments, and related resources within your Xagle system. This API provides both read and write capabilities, enabling integration with other business systems or custom tooling. Ge...
Why does my license show an expiration date? I thought Xagle was buy once, use forever?
You're right - it is, and it always will be! Renewing your support period is completely optional. Xagle will never stop working simply because your support period has expired. Renewing your support period gives you access to another full year of support and pr...
Why can't I change my invoice status to Paid?
The paid status is the only status you cannot manually change an invoice to. To change an invoice to Paid status, the invoice must have a payment made in full. Once the invoice has no remaining balance, the status will automatically update to Paid.
I forgot my password - how can I reset it?
Download the Reset Password utility. Unzip the contents. Upload the unzipped ResetPassword folder to the app/Modules folder on your server so that it becomes app/Modules/ResetPassword. Visit your XagleURL/resetpassword to reset your password. Once your p...
Why do the totals on my dashboard all show zero?
On your Dashboard you can select a date range by clicking the Select Date Range button on top of the Dashboard. You can also choose to show a custom date range. Once selected the Dashboard will refresh with the data.
Can Xagle work with XYZ payment gateway?
Xagle includes built-in support for Stripe, PayPal, and Mollie as online payment gateways (configured under gear → System Settings → Online Payments → Online Payment Processors). If you need a different gateway, you can submit a custom development request.
How can I remove index.php from my URL?
If you're using Apache, try these things in the order they're listed below: Verify that the .htaccess file distributed in the Xagle download file was actually uploaded to your server. This file should exist in the root folder of your Xagle installation (in ...
How can I force my Xagle installation to be served over https?
Version 2018-4 added an option to the General tab of System Settings which will force Xagle to be served over https. Prior to enabling this option, be sure your Xagle installation is functional via https. Failure to do so may result in a non-functional (but fi...
How can I resolve the Row Size Too Large error?
In rare instances users have reported the following error when attempting to upgrade:"SQLSTATE[42000]: Syntax error or access violation: 1118 Row size too large. The maximum row size for the used table type, not counting BLOBs, is 8126"This is due to an incomp...
What if I am using a reverse proxy?
This should be used with a load balancer terminates TLS / SSL certificates. This is often because your application is being forwarded traffic from your load balancer on port 80 and does not know it should generate secure links.To implement load balancing withi...
Client Statement
The Client Statement is found on the left of your Xagle Screen under the Reports tab. The Client Statement Report allows you to view all of a client's invoices. You can choose to run the report for: Specific client Status of invoices Specific ta...
Expense List
The Expense List is found on the left of your Xagle Screen under the Reports tab. The Expense List Report allows you to see your expenses by category. You can select to view your expenses: Specific date range Choose which Category and Vendor Sel...
Item Sales
The Item Sales is found on the left of your Xagle Screen under the Reports tab. The Item Sales Report allows you to analyze line item sales by invoice or payment date. You can choose to run the report for: Specific date range Item category Choos...
Payments Collected
Open Reports in the left sidebar, then choose Payments Collected. The Payments Collected report shows payments received in the date range you choose. Under the Options card you can set: You can choose: Payment Method (or All Methods) Date Range Incl...
Profit and Loss
The Profit and Loss is found on the left of your Xagle Screen under the Reports tab. The Profit and Loss Report allows you to review standard P&L statements, showing income vs expenses and net income. You can choose: Specific date range What to bas...