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The Revenue by Client is found on the left of your FusionInvoice Screen under the Reports tab.  The Revenue by Client Report allows you to view and compare payments by client by monthly totals, up to 12 months.  You can choose: Specific date range  D...

The Tax Report is found on the left of your FusionInvoice Screen under the Reports tab.  The Tax Report allows you to view total collected taxes within a specified time frame by tax rate. You can choose: Specific date range Level of detail in the rep...

The Subscription List is found on the left of your FusionInvoice Screen under the Reports tab.  The Subscription List Report allows you to monitor active subscriptions and their next upcoming renewal date. You can choose to run it by:  Specific date r...

The Invoices by Client is found on the left of your FusionInvoice Screen under the Reports tab.  The Invoices By Client Report allows you to track client invoices sent during a specified time period with optional line item details. You can sort by and ch...

The Credits and Pre-Payments is found on the left of your FusionInvoice Screen under the Reports tab.  The Credits and Pre-Payments Report allows you to access listings of credit memos and pre-payments per client. You can sort by: Client  If they hav...

You can change some user settings by clicking on the user's icon in the upper left of any FusionInvoice screen.  Here you can change: Name of the user  Turn off/on dark mode  Choose the initials for the user  Change user role Change the color of the ...

Here's a simple step-by-step guide to move your FusionInvoice installation to a new host: Step 1 Export your whole FusionInvoice database from the current provider. You can do this straight from FusionInvoice in the settings menu, or use a database admin too...

FusionInvoice License Agreement This license is a legal agreement between you and Sqware Pig, LLC for the use of FusionInvoice (the "Software"). By downloading any version of FusionInvoice you agree to be bound by the terms and conditions of this license. Sqw...

Version 2024-2.00  June 4th, 2024 Summary This release includes a number of features added relating to payment terms, payment receipts, expenses and tax reporting. Bug fixes were focused on tax calculations, expenses and subscription dates. New Features ...

To enable the shipping features, see System Settings.  Once enable you will see a new menu header in the Navigation Menu. Entering Shipment Methods Go to System> Configuration > Shipping Methods This shows you the list of shipping methods you have. You c...

You can create and send an email right from the Client's page.  Press Email This brings up a new window where you can enter your email details and the contents of the email.  You are able to: Select the From email address Change the recipient email  ...

How to Receive Support Please visit Xagle's Help Center to find resources and support for common questions.    If you still need assistance, please submit a message through our Contact Us form. A member of our dedicated team will respond to you as soon as p...

The System User is the default user assigned as the creator of automated or background actions performed by FusionInvoice. Unless modified in the System Settings, any system-generated events—such as a subscription generating a live invoice—will be recorded in ...

What are Email Templates?Email Templates allow you to customize the content of emails sent from FusionInvoice. You can use them to personalize communication with your clients for various scenarios—such as sending quotes, invoices, overdue notices, upcoming pay...

With the E-invoicing add-on for Germany, you can create PDF/A3 ZUGFeRD compliant documents from your invoices. How to Install the E-Invoicing - Germany Add-on Step 1: Download the add-on package Log into your account at FusionInvoice.com and download th...

The Communication section on the Client Account allows your company to keep track of Notes, emails, and SMS messages.  The ability to add, edit, and remove notes is included within the user privileges system.   {pic} You can search through notes, emails, a...

A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scaleable, Customizable, User-friendly. Get the snapshot & highlights here > Why Xagle Works - Detailed Feature Outline (1).pdf

A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right here > One Page Xagle Executive Summary (07.28.25).pdf  

Is Xagle for you? What we offer is a moldable and adaptable business management software that helps to streamline operations for companies of all sizes & types, offering customizable solutions from client communication to financial tracking, scaling seamlessly...

While you can jump right in and start using Xagle, taking a few minutes to set up your key System, User, and Company preferences will help ensure everything runs as smoothly as possible. A little upfront setup can go a long way in avoiding workflow hiccups and...