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Robert Lance

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Activity overview

Latest activity by Robert Lance
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    Robert Lance created an article,

    Customer Hierarchy

    Overview Customer hierarchy allows for the creation of an organizational structure that allows a hierarchy to be established where information between the main organization can be shared with the ...

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    Robert Lance created an article,

    What does auto collect do? How does Automatic collection work in Fusebill?

    Automated collection and allocation in Fusebill takes place against balances and credits on deposit in the customer's account, and then against the default payment method stored on the customer, us...

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    Robert Lance created an article,

    Can I transfer a subscription between customers?

    Subscriptions are not transferrable between customers.  You will need to create a new subscription on the desired target customer.  And either cancel or expire the subscriptions on the source custo...

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    Robert Lance created an article,

    If I change my bank information for collections with my gateway, do I need to change anything with Fusebill?

    No changes will need to be made within Fusebill. Fusebill is only making requests to the gateway for payments and does not interact with the banks directly.  As long as your gateway is configured c...

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    Robert Lance created an article,

    How do I get around Excel interpreting numbers (cutting off leading 0's, using scientific notation, reading dates)?

    Note: Excel help falls outside the scope of what we are able to provide in support. This is a common issue for our users and a common method for getting around it.    Import the CSV file into a new...

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    Robert Lance created an article,

    Release Notes August 18, 2020 [1.165]

    Highlights New "Standing Order" Subscriptions Feature (Geotab Integration) "Standing Order" subscriptions" can now be configured by clients using Geotab integration. A standing order subscription a...

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    Robert Lance created an article,

    Release Notes July 21, 2020 [1.163]

    Highlights: Purchases - Improved Management of Tracked Items This release brings significant improvements to the management of product items for a purchase, including: Bulk upload of product items...

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    Robert Lance created an article,

    Release Notes April 14, 2020 [1.156]

    New Features and Feature Refinement:  More Text Messages Available Two new automated text messages were added: a welcome message that prompts the user to create their credentials and a warning rega...

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    Robert Lance created an article,

    Release Notes May 26, 2020[1.159]

    Highlights Override Collections Settings by Billing Period You can now override collections settings (payment method, net terms, auto collection, and auto posting of draft invoices) by billing peri...

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    Robert Lance created an article,

    Release Notes May 12, 2020 [1.158]

    Highlights Renamable Ledgers Ledger names (labels) can now be changed to correspond to the ledger names used in your accounting software. This setting can be found under Settings>Customization>Disp...