Working in Fusebill
Fusebill Documentation
Glossary Terms
- Account Status
- Accounting Status
- Accounts Receivable Ledger or AR Ledger
- Annual Recurring Revenue or ARR
- API Key
- Available Credit
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
See all 11 articlesCatalog - Plan Families and Migrations
Settings - Collections
- 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
- Gateway Routing
Dashboard Action Widgets
- Subscriptions
- Monthly Recurring Revenue
- Customers
- Weekly Calendar (new)
- Payment Method Warning (new)
- Accounts Receivable Aging (new)
Settings - Integrations
See all 8 articlesCustomers
- Customers
- Customer List Export
- Customer Grid Overview
- Override Email Notification Settings at the Customer Level
- Creating Customers
- Override Default Text Message Settings at the Customer Level
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
Catalog
- Using products as deposits.
- Product Catalog Overview
- Products Grid Overview
- Creating Your Product Catalog Overview
- Search for Products in the Products Grid
- Best Practice Guidelines
Reports
- Reconciliation Report
- Audit Log Report
- Credit Report
- Taxes Payable Report
- Revenue by GL Code
- MRR By GL Code
Settings - Financial
- Default Billing Period Preferences
- Basic Taxation - Why do taxes appear off by a few cents?
- Billing Preferences
- Invoices
- Taxes
- Statements
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
Salesforce
- Fusebill's Plug-in for Salesforce
- How to Setup/Integrate Salesforce into Fusebill
- Configuring Salesforce Integration
- Using Salesforce Integration
- Recommended Salesforce Fields for Account Details and Related Lists - Account and Opportunity
- Checking the currently installed version of Fusebill's Salesforce managed package.