Working in Fusebill
Fusebill Documentation
Settings - Branding
Settings - Collections
Settings - Financial
See all 13 articlesSettings - Customizations
See all 12 articlesSettings - Integrations
See all 9 articlesSettings - Permissions
- Users
- Roles
- Default Role Configurations
- Modifying Roles
- Creating Custom Roles
- Creating a Limited Agent Role
Portals / Hosted 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
- Passing Parameters Via URL
Email Communications
- Email Notifications Overview
- Email Notifications - Default Templates
- Email Merge Fields
- Email Template: Pending Expiry Renewal Notice
- Email Template: Subscription Activation
- Email Template: Subscription Cancellation
Gateways
- Working with Gateways
- Fusebill Test Gateways
- Using EFT and ACH Gateways
- Setting Up the Authorize.net Credit Card Gateway
- Setting Up the Authorize.net ACH Gateway
- Setting Up the Braintree Gateway
Salesforce
Quickbooks Settings
- Setting Up the Intuit QuickBooks Gateway
- Fusebill's Plug-in for QuickBooks Online
- Posted Invoices: Invoice Details
- Configuring QuickBooks Online
- Setting up your QuickBooks Online Integration
- Updating QuickBooks Integration Settings
NetSuite
Jobs
Catalog
- Batch Subscription Updater
- Creating and Using General Ledger (GL) Codes
- Creating and Applying Discounts and Coupons Overview
- Creating Your Product Catalog Overview
- Product Catalog Overview
- Creating Coupons
Customers
- Subscription Dashboard
- Add Subscription
- Customer Subscription Settings
- Subscription Summary Box
- Customer Historical Transactions
- Customer Invoices
Reports
- Cash by Activation Co-hort
- Cash by Sales Tracking Code
- Cash By Customer
- Overview of Reports
- AR Balance Report
- Audit Log Report