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About FusionInvoice - 2023

Upgrade



If you have any questions about the upgrade process, please contact us.



How to Upgrade from FusionInvoice 2017, 2018, 2019, 2020, or 2021



Before Starting - Backup Your Database and Site Files

Your database can be easily backed up using the 'Download Database Backup' button at the top of the System Settings page. Use an FTP utility such as FileZilla or direct file access from your hosting control panel to download a copy of your site files.



Step 1: Ensure your system meets the FusionInvoice 2023 System Requirements

There were many requirement changes from the previous version. This is an important step.



Step 2: Download the latest package

Log into your account at FusionInvoice.com, ensure your support/update plan is up to date, and download the latest package. Save it locally to your computer.



Step 3: Unzip the package

Navigate to the downloaded install package and unzip the contents into a temporary folder on your computer.



Step 4: Copy your license and Database information

In previous releases, it was possible to transfer your license key and database information by copying the older files. Due to important modifications to the code within those files, that is not possible with this release.

Copy the following section, which will be contained in your database connection information, from the /config/database.php of your existing installation into a separate text file.



                'mysql' => [
                    'host'      => 'yourhost',
                    'database'  => 'yourdatabasename',
                    'username'  => 'yourusername',
                    'password'  => 'yourpassword',
                    'prefix'    => '',

                    'driver'    => 'mysql',
                    'charset'   => 'utf8',
                    'collation' => 'utf8_unicode_ci',
                    'strict'    => false,
                ],
                

Copy your license key, from the /config/app.php file in your existing installation, which should be in the section that looks similar to the code below:



                'key' => 'YourLicenseKeywillbehere',
                


Step 5: Delete these folders and files

Delete these folders from the FusionInvoice installation on your server:

  • Folders
    • app
    • assets
    • bootstrap
    • config
    • database
    • resources
    • vendor

    Step 6: Upload the folders and files

    Upload the following folders and files from the installer package to the FusionInvoice folder on your server:

    • Folders
      • app
      • assets
      • bootstrap
      • config
      • database
      • media
      • resources
      • vendor
      • All files from the extracted file's root folder

    It is recommended that you use a standard FTP program such as FileZilla to upload the files to your server.



    Step 7: Clear Caches

    Delete all existing files from within the following directories:

    • /Bootstrap/cache
    • /storage/framework/cache
    • /storage/framework/views
    • /storage/framework/sessions


    Step 8: Enter your Database information

    Find the following section of code in /config/database.php and replace it with the information from the old database.php file in Step 4.

                    'mysql' => [
                        'host'      => 'yourhost',
                        'database'  => 'yourdatabasename',
                        'username'  => 'yourusername',
                        'password'  => 'yourpassword',
                        'prefix'    => '',
                        'driver'    => 'mysql',
                        'charset'   => 'utf8',
                        'collation' => 'utf8_unicode_ci',
                        'strict'    => false,
                    ],
                    


    Step 9: Change media and storage folder permissions

    The media, bootstrap/cache, and storage directories will require recursive read, write, and modify permissions.

    The exact steps to set the appropriate permissions will depend on your web host and server configuration. FusionInvoice cannot advise on the exact steps or permissions to apply to make these folders writable. If you have questions about this step, please contact your web host or system administrator.



    Step 10: Complete the database upgrade

    This step involves running the setup process, which performs all the new version updates to your FusionInvoice database.

    To avoid caching issues that could cause a failed upgrade and general unhappiness, we recommend that you run the update in a private/incognito browser window .

    If you wish to run the update in your normal (non-private) browser window, first close your browser. If you have multiple browser windows open, you must close them all.

    From the newly opened browser window, navigate to http://YourFusionInvoiceURL/setup and follow the prompts. If your http://YourFusionInvoiceURL/setup produces an error, try using http://YourFusionInvoiceURL/index.php/setup instead. When finished, your database will be updated.

    Once this step is completed, you will need to enter your license key, which can be found in your fusioninvoice.com account. You will then be able to log back into your upgraded FusionInvoice system.



    How to Upgrade an Add-on


    Step 1: Download the add-on package

    Log into your account at FusionInvoice.com and download the add-on package to upgrade. Save it locally to your computer.



    Step 2: Unzip the add-on package

    Navigate to the downloaded Add-on package and unzip the contents.



    Step 3: Upload the add-on folder to your server

    Upload the unzipped add-on folder from your computer to the custom/addons folder on your server and let it merge/overwrite the existing folder. It is recommended that you use a standard FTP program such as FileZilla to upload the folder to your server.



    Step 4: Upgrade the add-on

    Log into your FusionInvoice install and go to System -> Add-ons and press the Upgrade button for the add-on if it appears. If the Upgrade button doesn't appear, then no further action is required and the add-on should be upgraded and ready to use.