Working in Fusebill
Fusebill Documentation
Customers
- Customer List Export
- Customer Grid Overview
- Creating Customers
- Navigating the Customer Dashboard
- Managing Payments
- Subscription Summary Box
Reports
- Reconciliation Report
- Audit Log Report
- Taxes Payable Report
- Revenue by GL Code
- MRR By GL Code
- Calendar Report
Catalog
- Product Catalog Overview
- Creating Your Product Catalog Overview
- Best Practice Guidelines
- Creating Products
- Creating Plans
- Adding Products to Plans
Catalog - Plan Families and Migrations
Dashboard Action Widgets
- Subscriptions
- Monthly Recurring Revenue
- Customers
- Weekly Calendar (new)
- Payment Method Warning (new)
- Accounts Receivable Aging (new)
Settings - Branding
Settings - Collections
Settings - Financial
- Default Billing Period Preferences
- Basic Taxation - Why do taxes appear off by a few cents?
- Billing Preferences
- Invoices
- Taxes
- Statements
Settings - Customizations
See all 12 articlesSettings - Integrations
See all 7 articlesSettings - Permissions
- Users
- Roles
- Default Role Configurations
- Modifying Roles
- Creating Custom Roles
- Creating a Limited Agent Role
Portals / Hosted Pages
- Self Service Checkout Pages
- Self Service Portal Version 2 (May 2018)
- Registration Pages Overview
- Self-Service Portal Page Overview
- Registration Page Work Flow
- Managing Subscriptions on your Self-Service Portal
Email Communications
Jobs
- Bulk Subscription Cancel
- Bulk Subscription Create
- Bulk Customer Activate
- Bulk Customer Edit
- Bulk Customer Create
- Bulk Subscription Product Quantity Upload
Gateways
- Fusebill Test Gateways
- Setting up the Intuit Quickbooks Payments Gateway
- Stripe Connect
- Using EFT and ACH Gateways
- Setting Up the Authorize.net Credit Card Gateway
- Setting Up the Authorize.net ACH Gateway
Salesforce
- Fusebill's Plug-in for Salesforce
- Configuring Salesforce Integration
- How to Setup/Integrate Salesforce into Fusebill
- Recommended Salesforce Fields for Account Details and Related Lists - Account and Opportunity
- Using Salesforce Integration
- Updating Your Salesforce Package