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Crystal Robertson

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Latest activity by Crystal Robertson
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    Crystal Robertson created an article,

    Release Notes October 13, 2020 [1.168]

    Highlights "Included" filter added to Subscription Product Quantity bulk import Previously, the starting CSV file included all instances of the subscription product, even when it was not flagged a...

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    Crystal Robertson created an article,

    Release Notes Sept 15, 2020 [1.165.1 & 1.166]

    Highlights Filtering options for Subscription Products CSV download A filtering option was added to exclude unincluded subscription products from reports containing subscription products. This is i...

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    Crystal Robertson created an article,

    Optimizing Dunning Management for Speedy Collections

    You probably already know that Fusebill offers various features to help manage your business’s dunning process and ensure you collect on the invoices you send to your customers.  But do you know… ...

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    Crystal Robertson created an article,

    Tips to Speed Up Month-End Reconciliation

    Reconciliation is a fundamental accounting process for your subscription business, but it’s not always the speediest or simplest task of the month. Watch this video for some useful tips, tricks, an...

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    Crystal Robertson created an article,

    Why won't Fusebill allow me to add a frequency to a Plan? / How do I reactivate a retired Plan frequency?

    Fusebill prevents creation of identical frequencies for the same Plan. If you are being prevented from adding a frequency to a Plan, it may be that you are trying to add a frequency that already e...

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    Crystal Robertson created an article,

    Release Notes August 04, 2020 [1.164]

    Highlights Bug Improvements & Performance Enhancements This release was focused heavily on bug fixes and performance enhancements, as detailed below. Ability to Reactivate Retired Plan Frequencies ...

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    Crystal Robertson created an article,

    Managing Tracked Product Items for a Purchase

    In Fusebill it is possible to add one-time purchases to a customer's account without the product(s) being part of a plan to which the customer is subscribed. More than one product item can be incl...

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    Crystal Robertson created an article,

    Override Collection Settings by Billing Period

    In certain cases, you may wish to set different collection preferences by billing period, for example one payment method for subscriptions billed monthly, and a different payment method for subscr...

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    Crystal Robertson created an article,

    Search for Posted Invoices

    The simplest way search for a postedinvoice is using the Posted Invoices Grid. To search for one or more invoices: From the Fusebill main menu, navigate to Invoices>Posted Invoices. In the Se...

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    Crystal Robertson created an article,

    Export Posted Invoices Search Results

    Fusebill allows you to export your posted invoices search results in CSV format for further analysis using other tools, or for reporting purposes. Only filtered results are exported. Therefore, ma...