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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,

    Can I edit an invoice?

    This depends on the current state of the invoice and the edits you're looking to make.  Posted invoices cannot be changed. They are considered completed financial transactions and only new transact...

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    Robert Lance created an article,

    How do I charge late fees?

    Currently, there is no automated method for charging late fees in Fusebill. Instead, a separate purchase can be used in order to add any additional charges outside of a plan.

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    Robert Lance created an article,

    Using products as deposits.

    Purchase a product configured as a deposit. This charges the customer for the deposit amount, but holds it as deferred revenue and does not earn it.  When the customer's lifecycle ends, or the depo...

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    Robert Lance created an article,

    Setting up the Intuit Quickbooks Payments Gateway

    Note: The Quickbooks Payments gateway requires re-authorization every 90 days or so in order to continue working.    Go to Settings, Collections, GatewaysClick Show other Supported Gateways Scroll ...

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    Robert Lance created an article,

    Setting up a fee to act as a deposit

    Deposits in Fusebill are handled as a one time fee with a special earning setting. The setting prevents revenue from being recognized on that product until the subscription is canceled. Create a pr...

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    Robert Lance created an article,

    How do I check how many customers are on automatic collection?

    Export the customer list and review the column in the data labeled: "Auto Collect". Customers who have "Auto Collect" as true are on automatic collection and customers who have "Auto Collect" as fa...

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    Robert Lance created an article,

    A customer clicked an email link, but navigated away from it. Now they are unable to use that link again.

    Email links can only be used the first time they are loaded. If the user navigates away after clicking on the link, another email with a new link would have to be sent.

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    Robert Lance created an article,

    Salesforce Opportunity Fields

     The Salesforce managed package adds the following items available for opportunities: Name Parent Object Type Other Notes  Send_to_Fusebill_lightning Opportunity Action   Activate_Opportunit...

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    Robert Lance created an article,

    Fusebill Salesforce Integration Managed Package Fields and Objects

    Fusebill's Managed Package adds a number of fields and objects. Most notably, it adds fields and buttons to: Accounts Opportunities It also adds custom objects in order to surface the following F...

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    Robert Lance created an article,

    Salesforce Integration Purchase Fields

    The Fusebill Salesforce Package creates a Custom Object called Purchase and it has the following fields. Name Parent Object Type Other Notes Add_Purchase Purchase Button or Link   Manage_Pur...