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Serge Frigon

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Activity overview

Latest activity by Serge Frigon
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    Serge Frigon created an article,

    Creating Customers using Bulk Jobs

    What it does This bulk operation allows you to create up to 5000 customers in status draft under your Fusebill Account. Starting Data File The Bulk Customer Create allows you to download a starting...

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    Serge Frigon created an article,

    MRR Summary

    The MRR Summary report allows you to track your MRR Activity over a time range that you specify.  The MRR summary report must be run separately for different currencies. If you have multiple curren...

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    Serge Frigon created an article,

    Editing the Subscription Product Quantity

    To bulk modify quantities of subscription products, complete the following: On the Jobs page, click View Import Jobs. On the Import page, click Create Import. On the Bulk Import window, select an ...

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    Serge Frigon created an article,

    Controlling Sort Order of your Plan Products

    In many instances it is useful to be able to control the order in which individual line items will appear on invoices for charges generated from the individual line items of your plans. From within...

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    Serge Frigon created an article,

    Cloning Subscriptions

    Fusebill’s customer subscription management page allows subscription cloning. Cloning subscriptions is useful if you need to make multiple exact copies of existing draft subscriptions on customers....

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    Serge Frigon created an article,

    Revenue Summary

    The Revenue Summary report provides a breakdown of Recognized revenue by time periods. The report can be run to display total earned revenue under your account by Day, Month, Quarter or Year. Reven...

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    Serge Frigon created an article,

    Editing Subscription using Bulk Jobs

    The bulk subscription update import allows users to edit high-level subscription information such as labels and some timing elements. These elements are highlighted below.  This works by submitting...

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    Serge Frigon created an article,

    Activating Subscription using Bulk Jobs

    Fusebill's bulk job functionality allows you to manage your recurring customer base in a bulk fashion in order to save time and improve accuracy. Use this functionality to submit a CSV file of spec...

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    Serge Frigon created an article,

    Setting up Scheduled Exports

    You can set up automated scheduled exports of your Fusebill data that can be sent to a list of email addresses on a recurring schedule. Scheduled Exports are available for: Sales Summary Cash Summ...

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    Serge Frigon created an article,

    Cash Summary Report

    The cash summary report gives you an overview by time period of all payment and refund activity under your account. Use this report to: Track Gross and Net Payments by Day / Month / Quarter / Year...