Working in Fusebill
Fusebill Documentation
Customers
- Changing the Currency of a Customer
- Customers
- Customer Grid Overview
- Creating a Customer Manually
- Changing Email Notification Settings at the Customer Level
- Changing Text Message Settings at the Customer Level
Catalog
- Product Catalog Overview
- Products Grid Overview
- Best Practice Guidelines
- Creating Plans
- Creating Products
- Creating Custom Fields at Product Level
Catalog - Plan Families and Migrations
Subscriptions
Settings - Branding
- Create Your Business Signature
- Email Notifications - Overview
- Configure Email Notifications at the Account Level
- Set the Default Email for Sending Notifications
- Merge Fields
- Text Message Notifications - Overview
Settings - Customization
Settings - Collections
- Why can't I find my unknown payment in my gateway?
- Moneris returns "SQL Problem" on all transaction requests.
- Adding a customer's bank account information using Stripe ACH
- Choosing Your Payment Gateway
- Payment Processing - Gateways
- Setting up the Intuit Quickbooks Payments Gateway
Integrations
Portals
- Single sign-on for Fusebill self-service portals.
- Self Service Checkout Pages
- Self Service Portal Version 2 (May 2018)
- Registration Pages Overview
- Create a Registration Offering for the Self Service Portal (V2)
- Self-Service Portal Page Overview
Reports
- Reconciliation Report
- Audit Log Report
- Credit Report
- Taxes Payable Report
- Revenue by GL Code
- MRR By GL Code
Other
Jobs
- Bulk Subscription Cancel
- Bulk Subscription Create
- Bulk Customer Activate
- Bulk Customer Create
- Bulk Subscription Product Quantity Upload
- Bulk Subscription Update
Settings - Permissions
- Users
- Setting up Roles
- Configuring Permissions
- Default Role Configurations
- Modifying Roles
- Creating Custom Roles
Settings - Financial
- Default Billing Period Preferences
- Basic Taxation - Why do taxes appear off by a few cents?
- Billing Preferences
- Billing Preferences (Account Level)
- Working with Statements
- Configuring Automated Statements
Invoices
Dashboard Action Widgets
- Subscriptions
- Monthly Recurring Revenue
- Customers
- Weekly Calendar (new)
- Payment Method Warning (new)
- Accounts Receivable Aging (new)
Glossary Terms
- Account Status
- Accounting Status
- Accounts Receivable Ledger or AR Ledger
- Annual Recurring Revenue or ARR
- API Key
- Available Credit