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Fatima Nataala

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Latest activity by Fatima Nataala
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    Fatima Nataala created an article,

    How do I mark a paid payment unpaid?

    Click the refund button on the invoice or payment in order to change the status of the invoice from paid to overdue To do this via invoice: Go to the customer dashboard->invoice->click details on t...

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    Fatima Nataala created an article,

    Why am I getting a “SecurityExeption: Invalid APIKey Roles” after I connect to GeoTab?

    The user account that is used to connect Fusebill and Geotab does not have the appropriate ERP account. Please contact Geotab to make sure the user account has the appropriate ERP account. To cont...

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    Fatima Nataala created an article,

    How do I turn off auto-post for a customer?

    To turn off auto-post for a customer:Go to the customer's dashboard->settings on the payment option blockSelect "off" for the "Auto post draft invoice" field and click save

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    Fatima Nataala created an article,

    How do I remove the status on an invoice?

    Go to settings->financial->Invoices->click on the overview block   ​   A pop up will appear, turn off the visibility for status and click apply   ​   click save     This will ensure that the statu...

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    Fatima Nataala created an article,

    How do I extend the days before suspension for all customers?

    To update the grace period on the account level:  Go to settings->financial-> billing preferences  Update the default customer grace period  click save  

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    Fatima Nataala created an article,

    How do I apply a discount to a customer?

    To add a discount to a customer: Go to the customer's active subscription product: Select the "Discount" option for the Advanced Overrides field on the subscription product and click "Go"   A pop...

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    Fatima Nataala created an article,

    How Do I change the Due Date in Fusebill?

    The due date of an invoice can be changed by changing the net term. This will change when the customer gets billed and when the status of the invoice changes from due to overdue. To change net term...

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    Fatima Nataala created an article,

    Why didn't my subscription product prorate?

    In order for a subscription product to prorate, prorate needs to be enabled in the associated plan product in the catalog. To enable prorate: Got to Catalog->plans->plan->plan product ​ Scroll down...

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    Fatima Nataala created an article,

    Payment Status

    The payment status shows whether or not a payment has gone through.To see the payment status:- Click on a customer in the customers tab Scroll down and click on PAYMENTS in the Financials block Y...

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    Fatima Nataala created an article,

    Invoice Status

    The invoice status indicates the status of each invoice and if payment is required. To see an invoice status:- Click on a customer in the customers tab Click on invoices and you should see the sta...