Avatar

Crystal Robertson

  • Total activity 74
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 24

Activity overview

Latest activity by Crystal Robertson
  • Avatar

    Crystal Robertson created an article,

    Driving Business Insights and Strategy with Fusebill Reporting

    You need actionable insights to make timely decisions that guide your business growth. Fusebill’s financial reporting pillars—including Sales, Cash, Revenue, and MRR—enable your team to access gran...

  • Avatar

    Crystal Robertson created an article,

    Customers

  • Avatar

    Crystal Robertson created an article,

    Agile Billing Tips to Retain Your At-Risk Customers

    There may be situations that make it temporarily challenging for your customers to continue paying for your product as usual. The Fusebill recurring billing platform provides a variety of flexible ...

  • Avatar

    Crystal Robertson created an article,

    Customer Identification information

    The "Customer" section of the Customer Dashboard contains important identification and contact information, as well as links to certain settings. This information is used in customer searches, on ...

  • Avatar

    Crystal Robertson created an article,

    Override Default Text Message Settings at the Customer Level

    The default behavior of automated text message notifications is set at the account level. This article takes you through the process of overriding default behaviour on a customer-by-customer basis...

  • Avatar

    Crystal Robertson created an article,

    Text Message Notifications - Overview

    Fusebill enables you to automate much of your communication with your customers through configurable text and email notifications that you can enable or disable. These automated messages are sent ...

  • Avatar

    Crystal Robertson created an article,

    Set the Default Email for Sending Notifications

    To set the email address to be used as the originating email address for all automated email notifications: Navigate to Settings>Branding>Outgoing Emails. Click Default Email Addresses and Names...

  • Avatar

    Crystal Robertson created an article,

    Configure Email Notifications at the Account Level

    The following steps walk you through the process of creating an automatic email notification at the account level. These default settings will be applied to every new customer that you create. Ti...

  • Avatar

    Crystal Robertson created an article,

    How do I temporarily suspend distribution of posted invoices for multiple customers?

    On occasion, you may wish to temporarily suspend sending posted invoices to a subset of your customers without permanently changing the account or customer-level settings. This can be accomplished...

  • Avatar

    Crystal Robertson created an article,

    How do I override the PO number that automatically appears on invoices?

    In some cases, you may wish to override the PO that appears on invoices associated with a particular billing period. To do so: Open the Customers page, then find and select the correct customer...