Product Documentation

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About FusionInvoice - 2021

System Settings

General

Setting Description Default
Header Title Text This text displays in the top left hand side of the window. FusionInvoice
Default Company Profile If using more than one company profile, a default may be set. This default company profile will be selected when creating quotes and invoices. Defaults to the initial company profile created during installation.
Version The current version of your installation. Pressing the Check for Update button will check to see if any updates are currently available.
Skin Multiple skins are available which control the color scheme of your installation. fusioninvoice
Language The default system language. The language may also be set per client so they can see their quotes, invoices and Client Center in their own language. en
Date Format The format in which to render dates. m/d/Y
Use 24 Hour Time Format This is currently used only for the Time Tracking add-on. No
Timezone The default system timezone.
Display Client Unique Name By default, the Client Unique Name field displays only when a client name is not unique. You may choose to always display the Client Unique Name field instead. Only When the Client Name is Not Unique
Address Format

If you enter addresses into the individual address fields (Address, City, State, Postal Code, etc), then the Address Format might be entered as such:

{{ address }}
{{ city }}, {{ state }} {{ postal_code }}

If you enter the entire address into the single Address field already in the format which you want it to display, then the Address Format should be entered as such:

{{ address }}

 {{ address }}
{{ city }}, {{ state }} {{ postal_code }}
Number of Decimals for Quantities and Amounts The number of decimals available in the quantity and amount fields. 2
Number of Decimals for Tax Rounding The number of decimals used when rounding calculated tax amounts. 3
Base Currency The default system currency. The currency may also be set per client. US Dollar
Exchange Rate Mode If set to Automatic, the exchange rate will automatically adjust itself on a quote or invoice when the quote or invoice is set to a currency other than the base currency. If set to Manual, then it expects it will be manually entered. Automatic
Results Per Page The number of results per page to display on list pages (clients, quotes, invoices, payments, etc). 15
Custom Fields Display Columns The number of columns that each custom field utilizes. 1
Tag Cleanup This removes all tags that have been created, but are not currently being used

Invoices

Setting Description Default
Default Invoice Template The default system invoice template. The template may also be set per invoice. default.blade.php
Default Group The default system invoice group. The group may be overridden when creating a new invoice. Invoice Default
Invoices Due After (Days) The number of days after the invoice date which an invoice is due. This value is required and must be numeric. 30
Default Status Filter Visiting the Invoices list will list invoices of this status by default. All Statuses
Default Terms Default terms may be entered so they are automatically filled in on newly created invoices. Changing the default terms does not affect previously created invoices.
Default Footer Default footer text may be entered so it is automatically filled in on newly created invoices. Changing the default footer does not affect previously created invoices.
Automatically Email Recurring Invoices Determines whether newly generated recurring invoices are automatically emailed. Yes
Automatically Email Payment Receipts Determines whether payment receipts are automatically emailed when online payments are made. Also determines whether or not the Email Payment Receipt checkbox is checked by default when manually entering a payment. No
Online Payment Method When an online payment is made, this is the payment method which will be assigned to the payment.
Allow Entering Payments on Invoices Without Balance If you'd like to allow overpayments to be entered on invoices, set to Yes. No
If Invoice is Emailed While in Draft Status Depending on your workflow, you may want the date of an invoice which is in draft status to automatically set itself to the current date prior to being emailed. Keep Invoice Date As Is

Quotes

Setting Description Default
Default Quote Template The default system quote template. The template may also be set per quote. default.blade.php
Default Group The default system quote group. The group may be overridden when creating a new quote. Quote Default
Quotes Expire After (Days) The number of days after the quote date which a quote expires. This value is required and must be numeric. 15
Default Status Filter Visiting the Invoices list will list invoices of this status by default. All Statuses
Automatically Convert Quote to Invoice When Client Approves Determines whether or not a quote should be automatically converted to an invoice once a client approves the quote through the quote's public link. Yes
When a Quote Is Converted to An Invoice An invoice converted from a quote may either retain the terms which were entered on the quote or it may use the default invoice terms. The invoice should retain the terms from the quote
Default Terms Default terms may be entered so they are automatically filled in on newly created quotes. Changing the default terms does not affect previously created quotes.
Default Footer Default footer text may be entered so it is automatically filled in on newly created quotes. Changing the default footer does not affect previously created quotes.
If Quote is Emailed While in Draft Status Depending on your workflow, you may want the date of a quote which is in draft status to automatically set itself to the current date prior to being emailed. Keep Quote Date As Is

Taxes

Setting Description Default
Default Item Tax Rate If entered, this tax rate will be set as the default Tax 1 on any new items added to a quote or invoice.
Default Item Tax 2 Rate If entered, this tax rate will be set as the default Tax 2 on any new items added to a quote or invoice.

Email

Setting Description Default
Email Sending Method This is the method the system will use to deliver email.
SMTP Host Address If SMTP is selected as the email sending method, enter the SMTP server address.
SMTP Host Port If SMTP is selected as the email sending method, enter the SMTP port.
SMTP Username If SMTP is selected as the email sending method, enter the SMTP account username.
SMTP Password If SMTP is selected as the email sending method, enter the SMTP account password.
SMTP Encryption If SMTP is selected as the email sending method, select the appropriate form of encryption.
Allow Self-Signed Certificate If you are using a self-signed certificate and receive a certificate error when sending email, set this value to Yes. Otherwise, keep it set to No. No
Always Attach PDF When set to Yes, all automatic outgoing email will attach the invoice or quote PDF. Yes
Reply To Address This will set the reply to header in outgoing email.
Send Email Test to Allows you enter an email address and send a test email to check email settings. You must save your settings prior to using this function. Any errors encountered will be displayed along with fix suggestions.
Always CC Address When present, the address entered will always be selected as a CC recipient of every outgoing email.
Always BCC Address When present, the address entered will always be selected as a BCC recipient of every outgoing email.
Quote Email Subject The customizable, default subject for outgoing quote emails.
Default Quote Email Body The customizable, default body for outgoing quote emails.
Invoice Email Subject The customizable, default subject for outgoing invoice emails.
Default Invoice Email Body The customizable, default body for outgoing invoice emails.
Overdue Email Subject The customizable, default subject for outgoing overdue invoice emails.
Default Overdue Invoice Email Body The customizable, default body for outgoing overdue invoice emails.
Upcoming Payment Notice Email Receipt Subject The customizable subject for outgoing payment notice emails.
Upcoming Payment Notice Email Body The customizable body for outgoing payment notice emails.
Overdue Invoice Reminder Frequency A comma separated list of days after an invoice is due to send the reminder. Leave empty to disable overdue invoice reminders. For example, a value of 1,5,10 would send reminders 1, 5 and 10 days after the invoice is due.
Upcoming Payment Notice Frequency A comma separated list of days before an invoice is due to send the reminder. Leave empty to disable upcoming payment notices. For example, a value of 1,5 would send notices 1 and 5 days before the invoice is due.
Quote Approved Email Body The customizable body for outgoing quote approved emails.
Quote Rejected Email Body The customizable body for outgoing quote rejected emails.
Payment Receipt Email Subject The customizable, default subject for outgoing payment receipt emails.
Default Payment Receipt Body The customizable, default body for outgoing payment receipt emails.

PDF

Setting Description Default
Paper Size The PDF paper size. Letter
Paper Orientation The PDF paper orientation. Portrait
PDF Driver The library used to generate PDF's. domPDF
Binary Path When wkhtmltopdf is selected as the PDF driver, the path to the wkhtmltopdf executable should be entered.

Online Payments

Setting Description Default
Mollie These settings are used to configure the Mollie online payment integration.
PayPal These settings are used to configure the PayPal online payment integration.
Stripe These settings are used to configure the Stripe online payment integration.

Backup

Setting Description Default
Download Database Backup This button will create a full .sql file backup of your FusionInvoice database for download.