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Corey Syrnyk

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  • Salesforce to Fusebill Opportunity Workflow (Lightning)

    You can use the Fusebill Salesforce integration to populate the price books and products that are available for an opportunity. Once the opportunity is won, the details of the subscription, along w...

  • Setting up your Salesforce Domain (Lightning)

    If you are using the Lighting version of Salesforce, you must set the correct Fusebill Salesforce integration domain. Setting up the domain allows Salesforce to differentiate between your code and ...

  • Configuring the Account and Related List Layouts in Salesforce (Lightning)

    This article describes how to customize the account page layout in Salesforce to facilitate your workflow.   ​To view data fields that are sent to and from Fusebill, you need to configure the Sales...

  • Installing the Fusebill Salesforce Integration

    Fusebill’s Salesforce Integration provides two-way synchronization. New customers created in Fusebill are automatically sent to Salesforce with Fusebill account fields and subscription data. Inform...

  • Changing the Currency of a Customer

    When multiple currencies are activated, a customer can be created using one of the active currencies. The selected currency can be changed on a customer as long as the customer is still in draft st...

  • Release Notes February 16, 2021 [1.175]

    Overview The February 16, 2021 [1.175] release brings with it enhancements, performance improvements, and fixes. A lot of the work this release is behind the scenes to improve functionality, respon...

  • Configuring Currencies

    Fusebill can support virtually any world currency in which you wish to bill your customers, The Fusebill system by default already has the top 20 world currencies per-configured and ready to be add...

  • Release Notes February 2, 2021 [1.174]

    The February 2, 2021 [1.174] release brings with it enhancements, performance improvements, and fixes. A lot of the work this release is behind the scenes to improve functionality, responsiveness a...

  • Adding a Subscription

    You can add subscriptions to an existing customer by pressing the Add Subscription button from the subscription information box or the top of the Subscription dashboard. This will create a subscrip...

  • Subscription Summary Box

    The Customer dashboard contains a subscription summary box that provides a quick visual cue of how many subscriptions exist under a customer and how many of those subscriptions are currently in Act...