Happy Holidays, FusionInvoicers!

We’re delighted to announce the release of FusionInvoice 2024-3.0—an update packed with dozens of your most-requested enhancements, a wide range of fresh features, and an all-around improved user experience. Our team has been hard at work over the past several months, and we’re thrilled to bring you a major leap forward for FusionInvoice. We can’t wait for you to explore everything this release has to offer!

 

Important Things to Know Before You Upgrade

 

There are several important changes that will affect your existing installation. Please review these carefully:

 

   Daily Task Execution & CRON Job Changes:

The method for running daily tasks has changed. The old CURL-based command no longer works. You must update your CRON job to the new URL call method. Please consult our updated documentation for instructions on implementing the new daily task schedule.

 

    Database UTF8-MB4 Support:

All databases and their tables should now be set to use UTF8-MB4. This is mandatory for the new emoji and enhanced character support features. Update your database and tables before upgrading.

 

    Removed Microsoft Graph and MS 365 Email Support:

Support for MS Graph and MS 365 email integration has been removed, along with all related vendor libraries. If you rely on this integration, please prepare an alternate mail configuration prior to upgrading.

 

After Your Upgrade

 

    File-Based Attachments Only:

    With the previous release, attachments shifted to file-based storage. This update removes support for database-based attachments entirely. Verify that your attachments have been migrated and confirm proper functioning after the upgrade.

 

    Invoice Template and Field Changes:

    The default invoice template has been updated to include new fields such as "PO Number" and "Ship To" addresses. If you use custom invoice templates, ensure compatibility with these changes.

 

    Credit Card Convenience Fees & Taxation:

    We’ve introduced a new credit card convenience fee structure. If you charge these fees, please review and confirm that the new taxation logic applies correctly after upgrading.

 

About the Release

 

New and Enhanced Features:

 

Credit Card Convenience Fees & Taxation: Define convenience fees and have them taxed appropriately.

 

Ship To & PO Number on Invoices: Add dedicated "Ship To" information and PO Numbers to invoices and quotes, improving clarity for shipping and procurement processes.

 

Emoji Support in Notes & Emails: With UTF8-MB4 enabled at the database level, you can now include emojis in notes and emails.

 

Customizable Dashboard Date Ranges: Dashboard widgets now support independent date ranges, and the Sales Chart Widget includes historical comparison capabilities.

 

DB Attachments Removed: As mentioned, attachment storage is now exclusively file-based.

 

Mail Delivery Status for SendGrid Users: If you use SendGrid, you can now track delivery status in the mail queue logs.

 

Square Integration: Introduce Square as a new online payment processor option.

 

Basic Banking Info & QR Codes: Add banking details and optionally include a QR code on invoices for payment remittance convenience.

 

Ad-Hoc Client Emails & Templates: Send ad-hoc emails directly from the Client view, using a WYSIWYG editor. Customize and save templates as private or public.

 

Email Signatures: Each user can define multiple email signatures, selecting the appropriate one for each outgoing email.

 

Payment Receipt Viewing & Template Customization: View payment receipts directly from the Invoice Payments page and customize the receipt email templates.

 

Enhanced Tag Filtering UI: Improved tag filtering with “must match all” functionality across Clients, Reports, Invoices, Quotes, and more.

 

Shipping Methods Configuration (2072) & Subscriptions with Ship To: Set up shipping methods and apply Ship To functionality in subscriptions.

 

Subscription Invoice Generation Settings: Define whether live invoices generated from subscriptions are created by the system user account or by the original user who created the subscription.

 

Development License Visibility: A banner displays on the dashboard when running under a development license.

 

New API Endpoints for Expenses: Create, view, and modify expense entries via the API, now supporting two taxes on expenses.

 

Capture Merchant Gateway Fees as Expenses: Public online invoices paid through a merchant gateway can now record gateway fees as expenses.

 

Project Status & Invoice Due Dates: Introduce project statuses, optionally show them on invoices, and integrate with advanced payment terms to adjust invoice due dates upon project completion.

 

And many, many more improvements and bug fixes!

 

 

Coming Soon – New Add-ons:

 

In the next few days, we will release several new add-ons to complement FusionInvoice 2024-3.0:

 

•    E-invoice Capability for Germany
  • Our e-invoicing add-on for Germany adheres to the ZUGFeRD standard and creates PDF/A documents
•     E-invoice Capability for France
  • Our e-invoicing add-on for France adheres to the Factur-X standard and creates PDF/A documents
•     HUB-3 Payment Barcode
  • Supports payment barcodes for Croatian customers
•     Internal Firewall 
  • Works with the Cloudflare API to create a real-time FusionInvoice firewall, keeping bad actors out. (Requires a Cloudflare account)
•     SMS Support
  • Send SMS messages to your clients from within FusionInvoice. (Requires an SMS provider account, such as Twilio, ClickSend, or Telnyx)
•     Sales Commissions
  • A tightly integrated system for managing and reporting on commissions for your Sales team.
•     Payment Center
  • A simple and secure way to allow a third party, such as a call center, the ability to accept credit card payments over the phone for your company, directly into FusionInvoice.
•     Pricing Formulas
  • Allows you to develop complex pricing models, based on many different factors, that set prices on invoices and quotes.
•     Pro Forma Invoices
  • A preliminary bill or estimate which is more formal than our existing Quotes.

 

These add-ons will appear in our webstore over the next week or two. If you have a particular interest in any of these, please reach out to us directly for more information.

 

Upgrading & Installation Instructions:

 

You can update your software from your FusionInvoice.com account. Our update and installation instructions can be found on the FusionInvoice 2024 documentation page. Please ensure you have reviewed the important notes above before proceeding with the upgrade.

Thanks once again for your continued support of FusionInvoice, and as always we look forward to your feedback.
 

 

 

 

Happy Invoicing!

 

The FusionInvoice Team