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Crystal Robertson

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Latest activity by Crystal Robertson
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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,

    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...

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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,

    Posted Invoices Grid - Overview

    The posted invoices grid provides a quick and easy way to search for and view your posted invoices. You can filter and sort subscriptions according to your specific needs. Invoices can be filtere...

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    Crystal Robertson created an article,

    Amend a Posted Invoice (PO Number and Notes)

    There may be occasions where you need to amend an invoice that has already been posted, for example, when: the customer wants you to change the PO number to reflect their standing PO number y...

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    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...