Learn all about the features in Fusebill’s Accounts Receivable Suite including:
- How to create, personalize, and send out invoices.
- How to set payment terms.
- How to apply manual discounts, charges, and refunds.
- Reporting
Donna McPhee, a Customer Success Manager at Fusebill, will provide an introduction to recurring billing and an overview of Fusebill's automated billing platform. Fusebill helps subscription businesses reduce costs, speed cash collections, and extend customer lifecycles by automating invoicing, billing, and collections. The presentation will cover recurring billing concepts, differences between payment platforms and gateways, how automated billing saves money, and Fusebill's specific pricing, account management, communication, and reporting features.
1. When a customer makes a purchase at a business, their loyalty card is swiped or mobile phone entered.
2. This earns the customer loyalty dollars from the business.
3. The customer then receives an e-receipt and is incentivized to review, refer friends, or endorse their purchase online. This rewards customers and provides marketing benefits to the business.
World Class “Customer Engagement” Practices comes to your doorstepAegis Global Academy
The document discusses the Institute of Customer Experience Management's vision and mission. Its vision is to develop the study and application of customer experience management to address growth challenges in consumer businesses. Its mission is to promote a customer-centric culture by equipping organizations with the right mindset, skills, and processes to maximize customer lifetime value and profits.
Social media can help companies deliver a customer service experience that aligns with customer expectations, resulting in a more loyal customer base and a larger wallet share. However, the value of these social technologies can’t be realized by just bolting them onto a suboptimal contact center. In this presentation, the presenters share tangible outcomes derived from cutting through the volume and complexity of information to understand what really matters in customer engagement.
This document describes Cognicor's complaint automation solution. It uses artificial intelligence and natural language processing to automate over 50% of complaints, providing faster resolution. This reduces customer churn rates and complaint costs while increasing customer satisfaction. A case study shows potential 40% savings in costs and 55% retention of customer lifetime value for a sample company. Cognicor was founded in 2012 and uses AI technology from the IIIA-CSIC research institute to transform complaints resolution into a competitive advantage for companies.
eFolder Lunch, Three Secrets to Pricing and Packaging Your BDR ServiceDropbox
The document discusses pricing and packaging strategies for backup and disaster recovery (BDR) services. It provides examples of bundled pricing models for BDR services with different server and storage capacities. It also discusses the benefits of simplifying and standardizing offerings through bundled pricing, while still meeting customer needs. Maintaining high profit margins is emphasized through strategies like understanding labor costs and avoiding overcommitting on pricing.
The document summarizes the compensation plan for ViSalus distributors. There are 8 ways to earn income, including direct sales commissions, bonuses for enrolling new distributors, team commissions based on sales throughout the distributor's organization, and leadership bonuses. To remain active and qualify for earnings, a distributor must maintain a minimum monthly sales volume through personal or customer sales. The compensation plan is designed to incentivize customer acquisition, new distributor enrollment, organizational development, and long-term leadership development.
Donna McPhee, a Customer Success Manager at Fusebill, will provide an introduction to recurring billing and an overview of Fusebill's automated billing platform. Fusebill helps subscription businesses reduce costs, speed cash collections, and extend customer lifecycles by automating invoicing, billing, and collections. The presentation will cover recurring billing concepts, differences between payment platforms and gateways, how automated billing saves money, and Fusebill's specific pricing, account management, communication, and reporting features.
1. When a customer makes a purchase at a business, their loyalty card is swiped or mobile phone entered.
2. This earns the customer loyalty dollars from the business.
3. The customer then receives an e-receipt and is incentivized to review, refer friends, or endorse their purchase online. This rewards customers and provides marketing benefits to the business.
World Class “Customer Engagement” Practices comes to your doorstepAegis Global Academy
The document discusses the Institute of Customer Experience Management's vision and mission. Its vision is to develop the study and application of customer experience management to address growth challenges in consumer businesses. Its mission is to promote a customer-centric culture by equipping organizations with the right mindset, skills, and processes to maximize customer lifetime value and profits.
Social media can help companies deliver a customer service experience that aligns with customer expectations, resulting in a more loyal customer base and a larger wallet share. However, the value of these social technologies can’t be realized by just bolting them onto a suboptimal contact center. In this presentation, the presenters share tangible outcomes derived from cutting through the volume and complexity of information to understand what really matters in customer engagement.
This document describes Cognicor's complaint automation solution. It uses artificial intelligence and natural language processing to automate over 50% of complaints, providing faster resolution. This reduces customer churn rates and complaint costs while increasing customer satisfaction. A case study shows potential 40% savings in costs and 55% retention of customer lifetime value for a sample company. Cognicor was founded in 2012 and uses AI technology from the IIIA-CSIC research institute to transform complaints resolution into a competitive advantage for companies.
eFolder Lunch, Three Secrets to Pricing and Packaging Your BDR ServiceDropbox
The document discusses pricing and packaging strategies for backup and disaster recovery (BDR) services. It provides examples of bundled pricing models for BDR services with different server and storage capacities. It also discusses the benefits of simplifying and standardizing offerings through bundled pricing, while still meeting customer needs. Maintaining high profit margins is emphasized through strategies like understanding labor costs and avoiding overcommitting on pricing.
The document summarizes the compensation plan for ViSalus distributors. There are 8 ways to earn income, including direct sales commissions, bonuses for enrolling new distributors, team commissions based on sales throughout the distributor's organization, and leadership bonuses. To remain active and qualify for earnings, a distributor must maintain a minimum monthly sales volume through personal or customer sales. The compensation plan is designed to incentivize customer acquisition, new distributor enrollment, organizational development, and long-term leadership development.
Selecting a recurring billing platform is a risky decision, selecting the wrong one can cause havoc on your business, your customers, and your coworkers.
In this webinar Fusebill CEO, Steve Adams will share seven sins of subscription billing so you know what to watch out for when conducting your research and making your selection.
Fusebill automates billing, invoicing, and payments for subscription-based companies. It aims to reduce costs, speed cash collections, and extend customer lifecycles. The presentation covered the subscription economy, benefits of automated billing platforms over payment gateways, features of Fusebill including pricing plans and customer communications, and their commitment to customer service.
The document introduces the Fusebill Accounts Receivable Suite, which automates recurring billing and payment processing. It allows businesses to invoice customers, accept manual payments, and offers reporting on balances and collections. The suite integrates account receivable functionality to enable billing, payment tracking, and customization of invoices. It also supports one-time credit card payments for account holders through its manual payment options.
If you're a subscription based company thinking about automating your billing, or if you're looking for information on the account and subscription management features that set a billing platform apart from a payment gateway, this webinar will provide you with a solid understanding of what a billing service is and the benefits it can provide.
The document discusses how banks can use customer profitability analytics to enhance their financial performance. It describes how analytics can help banks better understand their customers' profitability and behaviors. Implementing customer profitability analytics provides insights that allow banks to improve pricing, cross-selling opportunities, and customer segmentation. The document also shares the example of Banco Itaú Argentina, which saw a 40% increase in revenue from existing customers and a 60% increase in margins from retail customers after implementing a customer profitability analytics system.
The document discusses whether companies can truly be customer-centric or if they are just faking it. Many companies claim to be customer-centric but few can measure customer value. There is a lack of integrated customer data and most marketers do a poor job of recognizing customers in real time. The document presents case studies of an automaker, global hospitality company, and B2B information services company that improved customer centricity by addressing these issues. They created complete customer profiles, assigned customer value scores, and invested marketing resources proportionately. As a result, these companies increased profits and gained competitive advantages over rivals. True customer centricity requires reorienting a company's entire operating model around deep customer understanding and value.
The document discusses building customer relationships through relationship marketing. It emphasizes retaining current customers rather than acquiring new ones since retaining customers is typically cheaper. It discusses segmenting customers into tiers based on profitability and focusing on the most profitable segments. Building strong customer relationships involves developing different types of bonds with customers like financial, social, structural, and customization bonds along with providing excellent quality and value.
The document is an investor presentation by Direct Insite Corp. that provides an overview of the company. It summarizes that Direct Insite provides cloud-based invoice automation solutions for AP and AR processes. It has over 300,000 vendors processing over 7 million invoices worth $127 billion annually on its platform. The presentation highlights the company's growth, customer case studies, business model, and financials to promote Direct Insite as an investment opportunity.
Analytics in hospitality can be used for
1. Customer Segmentation
2.Cross-Sell and Up-Sell
3.Customer Retention and Loyalty
5.Forecasting and Optimization
6.Campaign Management
7.Customer Life time value
Excessive chargebacks can hurt a business's profitability. Litle & Co.'s Merchant Services Group is expert in helping merchants manage chargebacks through developing a chargeback strategy, analyzing reason codes for chargebacks, and meshing chargeback mitigation with marketing efforts. Their tools, experience, and knowledge can help merchants reduce or eliminate chargebacks.
1) The document discusses setting up a captive insurance company as a profit center for a sign company. Captive insurance companies allow manufacturers to profit from extended warranty programs.
2) Warren Buffett discovered the value of owning insurance companies in the 1960s. He saw it could help grow his businesses, add new lines of business, use tax laws, and generate low-cost funds.
3) Setting up a captive insurance company allows a sign company to generate low-cost funds to grow the business through an extended warranty program. It can use the tax laws to accelerate this growth.
The document introduces Zuora as the first subscription billing and payment solution for cloud computing. It highlights how traditional billing systems were not designed for the subscription model and discusses how Zuora provides a complete suite of tools to help companies launch, bill, and manage subscription businesses. Zuora has over 100 customers in its first year and helped companies like Sun Microsystems launch cloud computing initiatives through its flexible billing and pricing options.
This document provides a summary of a presentation about integrating billing and licensing in a cloud environment. It discusses the new software monetization lifecycle, which includes 4 steps: 1) packaging your offering, 2) delivering your service, 3) billing and collecting for your service, and 4) driving incremental revenue and renewals. It also covers lessons learned, such as billing being only one part of recurring revenue and the need for solutions to integrate with other systems. Customer use cases from Issuu and VMware are presented that highlight their challenges and successes with Aria Systems.
Accelerate Accounting Close w/ FirehostZuora, Inc.
Zuora's new product, Z-Finance, aims to accelerate the accounting close process for subscription businesses. It features a multi-dimensional ledger that can spread revenue over time, differentiate between one-time and recurring revenue using intelligent algorithms, and calculate key subscription metrics. The powerful rules engine allows Z-Finance to adapt to subscription changes. In a product demonstration, Z-Finance was shown handling a customer upgrade, a customer service credit, and reporting to streamline the accounting close process for subscription businesses.
The document discusses the role of a customer success manager. It states that a customer success manager ensures customers are finding success using a company's products or services. Key responsibilities include guiding customers through implementation, demonstrating unused features, coaching on improvements, and maintaining satisfaction to prevent churn. Goals include increasing upsells, renewals, and net promoter scores. The role requires both technical skills relevant to the products as well as soft skills like active listening and communication when interacting with customers. The career path for a customer success manager can lead to roles like director or head of customer success.
The document discusses Coterie's underwriting engine and digital insurance capabilities. It notes that Coterie uses data in real-time to identify, qualify, evaluate, and bind insurance for small businesses consistently and transparently. It also states that Coterie's technology allows agents to respond to customers instantly, provide solutions when needed most, and increase quote throughput by 10 times.
In this presentation Kyriba discusses the benefits of dynamic discounting programs, and how they support buyers in managing self-funded early payment discount programs for suppliers.
Dynamic discounting is a supply chain finance solution that allows buyers to earn discounts on early payments to suppliers. It gives suppliers flexibility to choose when they want payment and helps buyers optimize their cash. The Kyriba platform facilitates dynamic discounting through a centralized workflow that provides visibility to all parties and integrates with treasury systems. It can scale to support global programs and participation from multiple banks and suppliers.
The document provides information on Commonwealth Bank's employee payroll services, which can simplify payroll processing, improve accuracy, reduce risks and liabilities, and save time. The services include electronic time clocks, tax filing assistance, professionally prepared paychecks and W2s, and additional services like unemployment claims assistance.
What is Agility in Pricing & What are the Implications for Your Billing System?Fusebill
Dealing with changes in pricing is a significant challenge in any business.
Pricing plans and paradigms proliferate, while individual customers require specific charges and adjustments to their accounts. The result? Vast lists of SKUs, ordering complexity, and confusion.
A subscription billing system provides agility by structuring pricing catalogs to minimize the proliferation of products, plans and variations, and automated tools for dealing with common customer service issues.
There are three key needs:
- Flexible product catalogs
- Multi-level pricing.
- Customer specific overrides
This document provides an overview and agenda for a presentation on subscription billing. It discusses the growth of the subscription economy and how automating billing can save and make businesses money by reducing costs, improving customer relationships, and streamlining operations. It also covers the differences between payment platforms and gateways, key features of billing and account management systems, and how to easily transition to the Fusebill billing platform.
More Related Content
Similar to Introduction to Fusebill's AR (Invoicing) Suite
Selecting a recurring billing platform is a risky decision, selecting the wrong one can cause havoc on your business, your customers, and your coworkers.
In this webinar Fusebill CEO, Steve Adams will share seven sins of subscription billing so you know what to watch out for when conducting your research and making your selection.
Fusebill automates billing, invoicing, and payments for subscription-based companies. It aims to reduce costs, speed cash collections, and extend customer lifecycles. The presentation covered the subscription economy, benefits of automated billing platforms over payment gateways, features of Fusebill including pricing plans and customer communications, and their commitment to customer service.
The document introduces the Fusebill Accounts Receivable Suite, which automates recurring billing and payment processing. It allows businesses to invoice customers, accept manual payments, and offers reporting on balances and collections. The suite integrates account receivable functionality to enable billing, payment tracking, and customization of invoices. It also supports one-time credit card payments for account holders through its manual payment options.
If you're a subscription based company thinking about automating your billing, or if you're looking for information on the account and subscription management features that set a billing platform apart from a payment gateway, this webinar will provide you with a solid understanding of what a billing service is and the benefits it can provide.
The document discusses how banks can use customer profitability analytics to enhance their financial performance. It describes how analytics can help banks better understand their customers' profitability and behaviors. Implementing customer profitability analytics provides insights that allow banks to improve pricing, cross-selling opportunities, and customer segmentation. The document also shares the example of Banco Itaú Argentina, which saw a 40% increase in revenue from existing customers and a 60% increase in margins from retail customers after implementing a customer profitability analytics system.
The document discusses whether companies can truly be customer-centric or if they are just faking it. Many companies claim to be customer-centric but few can measure customer value. There is a lack of integrated customer data and most marketers do a poor job of recognizing customers in real time. The document presents case studies of an automaker, global hospitality company, and B2B information services company that improved customer centricity by addressing these issues. They created complete customer profiles, assigned customer value scores, and invested marketing resources proportionately. As a result, these companies increased profits and gained competitive advantages over rivals. True customer centricity requires reorienting a company's entire operating model around deep customer understanding and value.
The document discusses building customer relationships through relationship marketing. It emphasizes retaining current customers rather than acquiring new ones since retaining customers is typically cheaper. It discusses segmenting customers into tiers based on profitability and focusing on the most profitable segments. Building strong customer relationships involves developing different types of bonds with customers like financial, social, structural, and customization bonds along with providing excellent quality and value.
The document is an investor presentation by Direct Insite Corp. that provides an overview of the company. It summarizes that Direct Insite provides cloud-based invoice automation solutions for AP and AR processes. It has over 300,000 vendors processing over 7 million invoices worth $127 billion annually on its platform. The presentation highlights the company's growth, customer case studies, business model, and financials to promote Direct Insite as an investment opportunity.
Analytics in hospitality can be used for
1. Customer Segmentation
2.Cross-Sell and Up-Sell
3.Customer Retention and Loyalty
5.Forecasting and Optimization
6.Campaign Management
7.Customer Life time value
Excessive chargebacks can hurt a business's profitability. Litle & Co.'s Merchant Services Group is expert in helping merchants manage chargebacks through developing a chargeback strategy, analyzing reason codes for chargebacks, and meshing chargeback mitigation with marketing efforts. Their tools, experience, and knowledge can help merchants reduce or eliminate chargebacks.
1) The document discusses setting up a captive insurance company as a profit center for a sign company. Captive insurance companies allow manufacturers to profit from extended warranty programs.
2) Warren Buffett discovered the value of owning insurance companies in the 1960s. He saw it could help grow his businesses, add new lines of business, use tax laws, and generate low-cost funds.
3) Setting up a captive insurance company allows a sign company to generate low-cost funds to grow the business through an extended warranty program. It can use the tax laws to accelerate this growth.
The document introduces Zuora as the first subscription billing and payment solution for cloud computing. It highlights how traditional billing systems were not designed for the subscription model and discusses how Zuora provides a complete suite of tools to help companies launch, bill, and manage subscription businesses. Zuora has over 100 customers in its first year and helped companies like Sun Microsystems launch cloud computing initiatives through its flexible billing and pricing options.
This document provides a summary of a presentation about integrating billing and licensing in a cloud environment. It discusses the new software monetization lifecycle, which includes 4 steps: 1) packaging your offering, 2) delivering your service, 3) billing and collecting for your service, and 4) driving incremental revenue and renewals. It also covers lessons learned, such as billing being only one part of recurring revenue and the need for solutions to integrate with other systems. Customer use cases from Issuu and VMware are presented that highlight their challenges and successes with Aria Systems.
Accelerate Accounting Close w/ FirehostZuora, Inc.
Zuora's new product, Z-Finance, aims to accelerate the accounting close process for subscription businesses. It features a multi-dimensional ledger that can spread revenue over time, differentiate between one-time and recurring revenue using intelligent algorithms, and calculate key subscription metrics. The powerful rules engine allows Z-Finance to adapt to subscription changes. In a product demonstration, Z-Finance was shown handling a customer upgrade, a customer service credit, and reporting to streamline the accounting close process for subscription businesses.
The document discusses the role of a customer success manager. It states that a customer success manager ensures customers are finding success using a company's products or services. Key responsibilities include guiding customers through implementation, demonstrating unused features, coaching on improvements, and maintaining satisfaction to prevent churn. Goals include increasing upsells, renewals, and net promoter scores. The role requires both technical skills relevant to the products as well as soft skills like active listening and communication when interacting with customers. The career path for a customer success manager can lead to roles like director or head of customer success.
The document discusses Coterie's underwriting engine and digital insurance capabilities. It notes that Coterie uses data in real-time to identify, qualify, evaluate, and bind insurance for small businesses consistently and transparently. It also states that Coterie's technology allows agents to respond to customers instantly, provide solutions when needed most, and increase quote throughput by 10 times.
In this presentation Kyriba discusses the benefits of dynamic discounting programs, and how they support buyers in managing self-funded early payment discount programs for suppliers.
Dynamic discounting is a supply chain finance solution that allows buyers to earn discounts on early payments to suppliers. It gives suppliers flexibility to choose when they want payment and helps buyers optimize their cash. The Kyriba platform facilitates dynamic discounting through a centralized workflow that provides visibility to all parties and integrates with treasury systems. It can scale to support global programs and participation from multiple banks and suppliers.
The document provides information on Commonwealth Bank's employee payroll services, which can simplify payroll processing, improve accuracy, reduce risks and liabilities, and save time. The services include electronic time clocks, tax filing assistance, professionally prepared paychecks and W2s, and additional services like unemployment claims assistance.
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What is Agility in Pricing & What are the Implications for Your Billing System?Fusebill
Dealing with changes in pricing is a significant challenge in any business.
Pricing plans and paradigms proliferate, while individual customers require specific charges and adjustments to their accounts. The result? Vast lists of SKUs, ordering complexity, and confusion.
A subscription billing system provides agility by structuring pricing catalogs to minimize the proliferation of products, plans and variations, and automated tools for dealing with common customer service issues.
There are three key needs:
- Flexible product catalogs
- Multi-level pricing.
- Customer specific overrides
This document provides an overview and agenda for a presentation on subscription billing. It discusses the growth of the subscription economy and how automating billing can save and make businesses money by reducing costs, improving customer relationships, and streamlining operations. It also covers the differences between payment platforms and gateways, key features of billing and account management systems, and how to easily transition to the Fusebill billing platform.
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HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!SOFTTECHHUB
As the digital landscape continually evolves, operating systems play a critical role in shaping user experiences and productivity. The launch of Nitrux Linux 3.5.0 marks a significant milestone, offering a robust alternative to traditional systems such as Windows 11. This article delves into the essence of Nitrux Linux 3.5.0, exploring its unique features, advantages, and how it stands as a compelling choice for both casual users and tech enthusiasts.
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
Introduction to Fusebill's AR (Invoicing) Suite
1. Introduction to the
Fusebill Accounts Receivable Suite
Donna McPhee– Customer Success Manager
February, 2013
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Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
2. Speaker Introduction
Donna McPhee,
Customer Success Manager
E: dmcphee@fusebill.com
T: 888.519.1425 x415
www.fusebill.com
Thursday, February 21, 2013 2
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
3. Billing Service Overview
Automated Billing for Subscription Based
Companies:
• Recurring billing and payment solutions,
• Invoicing and credit card collections,
• Real-time visibility to key subscription
metrics
For businesses with products or services
billed on a recurring bases, a billing
service:
• Reduce costs,
• Improve customer response times,
• Streamline operations
www.fusebill.com
Thursday, February 21, 2013 3
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2012. All rights reserved
4. Fusebill Introduction
Fusebill automates
invoicing, billing and
collections for subscription
based companies.
• We pride ourselves on our
customer support and
service
• and measure our success
by our customer’s success.
• Our customers rely on
Fusebill to:
– reduce costs
– speed cash collections
– extend their customer
lifecycles.
www.fusebill.com
Thursday, February 21, 2013 4
Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013 All rights reserved
5. Agenda
1. Fusebill Invoicing/AR Suite Introduction
2. Account Invoice Settings
3. Creating an AR customer
4. The Invoice Tab
5. Applying Manual Charges
6. The Invoice Email
7. Paid Invoice
8. Manual Payment Check
9. One Time Payment Via Credit Card
10. Summary
11. Questions
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Thursday, February 21, 2013 5
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6. The Fusebill Invoicing/AR Suite
Fusebill knows that many businesses offer
their customers multiple payment options, not
just credit cards.
Our feature set includes account receivable
functionality so you can invoice your
customers, and accept manual payments.
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7. Account Invoice Settings
Personalizing your invoice inside the Fusebill UI is a simple process.
Add your logo
Set your default terms
Add a note
Use your own invoice
Sample of Uploaded Logo
numbering system.
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8. Example
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9. Creating an AR Customer
You can manually create an AR customer in just a few steps.
1. Create a customer as you normally would.
2. When you are in Payment Method for the customer:
- Via the drop down box for Payment Method, choose AR
- Via the drop down box for Terms, choose Terms for the customer
- Choose your Invoice frequency, override next invoice date if needed
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10. Changing Existing Customer to AR
1. Use the customer tab to find the
customer you want to change.
2. Click Details.
3. Click Payment Method.
4. Use the drop down beside Change
current customer’s payment method
to A.R.
5. Modify any of the Default options for
this customer.
6. Additional prompt when changing
from Credit Card to AR, is the ability to
send via email any unpaid invoices.
7. Click on Update AR Settings
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11. The Invoice Tab
The invoice tab includes a grid with
Status options are:
information on every invoice
generated for the customer:
Invoice Number
Due
Status
Posted Date
Overdue
Due Date
Amount Paid
Amount Due
Download
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12. The Invoice Tab
Credit Card Customer
AR Customer
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13. The Current Invoice
Current Invoice
• There will always be
a single current
invoice.
• It can be posted at
any time.
• Once posted it will
move to the Invoice
Grid with a status of
Due or Overdue,
depending on the
customer’s terms.
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14. Manual Charges
From the Accounting Functions you
can add a manual charge or
adjustment that will be reflected
on the current invoice, which can
be posted at anytime, providing
you a method to manually charge
customers outside of their regular
billing period.
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16. Paid Invoices
Once an invoice is paid, the Invoice status will update to Paid and the
Invoice itself will be modified to reflect this
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17. Due or Overdue Invoices
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19. Manual Payment – Check or Cash
Transaction Log
Invoice Grid
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20. One Time Payment- Credit Card
There are times
when an AR
customer wants to
make a one-time
payment via Credit
Card, this can be
done using the
Manual Payment
option under
ACCOUNTING
FUNCTIONS.
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22. Summary
Whether your customers pay electronically by credit card or ACH or
offline by check or wire transfer, Fusebill’s complete billing system lets
you automate ALL of your billing.
With Fusebill you can:
• Create invoices.
• Automate email delivery.
• Add your logo & customize invoice appearance.
• Set payment terms per client (30 days, 60 days) and automate
dunning emails.
• Detailed reporting on outstanding balances & collections.
• Adjust invoices with manual discounts, charges and refunds.
• Accept offline payments (cash, checks) and associate with invoices.
• Publish online.
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Donna has a strong track record of success in translating business process gaps and impediments into workable client-specific solutions across the Software-as-a-Service and business automation solutions sectors. Donna possesses great talent for relationship management and strives to empower clients with the tools necessary to solve internal issues, improve workflows, and drive efficiencies. Donna spends most of her time at Fusebill addressing customer requirements and making the onboarding process seamless.Donna has previously worked her magic at Premiere Global Services, Phreesia, and like many of us at Fusebill - Protus.
Billing Service allows you to perform, record, and report on transactions, payments, and sales. It allows to you to automate your processes for the entire life cycle.
Fusebill simplifies your life by automating the full customer lifecycle—from customer creation to recurring invoicing and billing.With Fusebill you can:Automatically charge cards each month or invoice AR customers Automate delivery of invoices Manage expiring cards, failures, and fraud via easy to use User Interface, or use our branded Customer Self Service Portal to allow your customers to manage their own data.Customized Hosted Page for customer sign ups and to purchase subscriptions.Ability to create customized Dunning process, including email notifications.Automate one time or ongoing discounts and free trials Process debit, echecks and ACH payments Access analytics like MRR, churn, ARPU, etc.Reduce passive churn Mine data on existing customers for marketing new services & upsellingAccess to on line documentation and 24/7 Support
On today’s call we will cover the following topics:A general overview of Fusebill’s Invoicing/AR Suite Review setup options for your invoicesReview creating an AR customerThe new Invoice tab in the Fusebill UIApplying manual charges and posting an invoiceThe Invoice EmailReview the differences between Credit Card and AR customer invoice statuses, as well as payment option including manual payments and one time payments via Credit Card
Many of our customers offer multiple payment options because it suits their business - often smaller clients pay by credit card, while larger, longer term clients are granted credit terms and pay after being invoiced. With the introduction of Fusebill’s Invoicing/AR Suite, you now have this functionality. By seamlessly integrating invoiced and credit card customers, Fusebill’s recurring billing platform automates all of your billing processes.With Fusebill you can:Add your logo & customize invoice appearance.Set up for automated email delivery.Set payment terms per client (30 days, 60 days) and automate dunning emails.Detailed reporting on outstanding balances & collections.Adjust invoices with manual discounts, charges and refunds.Create one off invoices between billing dates.Accept offline payments, including cash, checks and credit card.Specify recurring billing dates or distribute throughout the month.Itemize to show one-time charges, recurring charges, and line-by-line usage-based charges.
Via the Fusebill UI, under General option in SETTINGS, you have the ability to personalize the look of the invoices you send out to your customers.Options to personalize the invoice include:Adding your Logo - By simply clicking on Choose File, you are able to locate an image file on your system and click Upload to import the file into Fusebill. If upload was successful, a sample of your image will appear on your screen.Choose your Default Terms –Allows you to define the Default Terms for your Invoiced Customers. With the handy dropdown you can just select your terms from the list! Add a Default Note – With the Default Note section you can add a generic message for all your customers. You can use this area to provide more details on late payments, advertisea sale, or provide other general information for your customers. The information can be changed when needed and provides up to 400 characters for the message.Choose the Next Invoice # - Allows you to use your own invoice numbering system by entering the starting number in the box. When you finished your modifications, just click Save Invoice Settings for your changes to take effect.
A example of an invoice created in Fusebill. This invoice includes the customer logo, and custom notes in the Default Notes section.
Via the Payment Methods option, found under each of your customers, you the flexibility to customize each customers Payment Method, Terms, Invoice Frequency and set the Invoice Date going forward.For Terms – the Terms you set up under the Invoice settings is prepopulate with the default Terms you set up under Account Settings. You can override the default to any of the other options that appear via the drop down, giving you the ability to customize terms per customer.Send Invoices every – allows you to define when an invoice would be generated for this customer. To have the invoices created every month, you would enter a 1 in the first box and choose Month from the dropdown box. Other options include quarter and year, providing you the flexibility to create almost any invoice frequency for your customers.Override next Invoice date – allows you to determine the next invoice date. While the system will create and send the initial invoice, you can override the original invoice date, setting a new date for this customers invoices going forward. Currency – will display your default currency. This field cannot be changed.
If you have existing customers you want to change from Credit Card payment to AR, the steps are simple. From the Customer tab, locate the customer you want to change.Click Details.Click on Payment MethodOn the “Change current customer’s payment method to”, change from Credit Card to AR.Modify any of the option under AR, and when ready click on Update AR Settings to save.
With the addition of Fusebill’s Invoicing/AR Suite, there is now a tab that displays all of your customers invoices. The invoices are found under Customer Details via the INVOICE tab, and displays all of a customer’s past invoices, and includes Invoice #, Status, Posted Date, Due Date, Total Amount and Amount Due on each Invoice. There is also a link to Download the invoice. Other than the statuses that may appear in the Status field, the Invoice grid for Credit Card Customers versus AR Customers are identical. Each column on the grid can be sorted Each invoice can be viewed by clicking on the PDF icon under the Download column. The Current invoice can be viewed and posted at any time.The status column will change depending on the status of the invoice:Due – the invoice is waiting for paymentOverdue – payment has not been received by the assigned due datePaid – invoice has no outstanding amount due
Other than the statuses that may appear in the Status field, the Invoice grid for Credit Card Customers versus AR Customers are identical. A Credit Card customers initial status should show as PAID. In the instance where Fusebill was unable to collect the payment, the Invoice status would show as Overdue. For an AR Customer, invoices would reflect the customers terms, so for a customer with terms other than Net 30, the initial status would be Due and once 30 days has passed, would change to Overdue. A customer with the Terms 0 would immediately be shown in an Overdue status. Along with the Past Invoices, there will always be a single invoice in the open status. It is found above the grid and labelled Current Invoice. All new financial records for the current period will be flagged as belonging to the Current invoice. The Current invoice can be reviewed and posted at any time, and will be replaced with a new Current invoice if posted.
There will always be a single current invoice that would reflect the status of Current if opened. Any new financial transaction are automatically assigned to the open invoice, including any regular subscription charges, manual charges, balance reductions, write offs or manual discounts. Invoice would be posted on Invoice Date.One of the options available with the Current invoice is the ability to post it at any time. This gives you the ability to create an manual invoice where once you add any manual charges, the invoice can be posted and emailed to the customer. This is a great option for items outside of your regular product components (ex. Consulting Fee, custom development, special projects) and allows you to post invoice outside of the regular invoice period. The Current invoice once posted will move to the Invoice Grid with a status of Due or Overdue, depending on the customer’s terms.
Adding Manual Charges to the Current Invoice is simple.From Accounting Functions, available when you are in Customer Details, choose Manual Charge. You are able to enter an Amount and Description, with up to 200 characters available for the description field.When finished, click on Submit Charge.The Current invoice can be posted at anytime, giving you the ability to create an invoice outside of the customers regular billing period. Once posted, the invoice will move down to the Invoice grid and reflect the appropriate status based on the customers terms. This will not interfere with the customers default invoice date in any way.Once posted, the if you are configured to send invoices via email, the invoice will be sent to your customer via email.
For AR customers, invoices will be sent out to the Email Address configured in the Customer Details. The email will be generated and sent once the invoice has been posted. The email has aPDF copy of the invoice attached.
As mentioned earlier, the payment grid provides information on invoices that are in a current, outstanding and paid status.Each invoice can be downloaded and reviewed or forwarded to your customer. If you open an invoice, the invoice will reflect the status on the invoice grid. The next few slides will review the differences between a Paid or Due/Overdue invoice.
A Due or Overdue invoice will reflect a Due or Overdue status. The Amount Due should reflect the total amount owing, but if a partial payment has been made, as in the Overdue example, you can see it outlines the amount already paid and reflects the actual amount owing.In the case where you receive a payment for a customer via check, and the check is returned as non payable, you can do an adjustment via the Accounting functions that will reverse the payment on the invoice and move the invoice back into a Due or Overdue status.
A PAID invoice will reflect the PAID status and will show a zero dollar balance.In the case where you receive a payment for a customer via check, and the check is returned as non payable, you can do an adjustment via the Accounting functions that will reverse the payment on the invoice and move the invoice back into a Due or Overdue status.
When entering checks or cash payments into the system, you would use the Manual Payment option via Accounting Functions. When a payment is received and an invoice is paid in full, the status will change from Due or Overdue to Paid. For invoices that are only partially paid, the status will remain as Due or Overdue and the actual amount owing will be reflected in the Amount Due column. Any information entered in the Description field on the Manual Payment screen will be captured in the transaction log.
There are times when an AR customer wants to make a onetime payment via Credit Card, this can be done using the Manual Payment option under ACCOUNTING FUNCTIONS.For an AR customer, under ACCOUNTING FUNCTIONS, choose Manual Payment. Change the Payment Type to Credit Card. The screen will update and a new section, Credit Card Information, will appear. Enter in the Amount, Description and the Credit Card details, including Name on Card, Card Number, Card Type, Card Expiration and CVV on the card. Once all needed information has been added, click on Submit Payment. The payment will be reflected on outstanding invoices, changing any that have been paid in full to the PAID status. As this is just another method of a manual payment, any information entered in the Description field will be reflected in the Transaction log for that customer.When a payment is received and an invoice is paid in full, the status will change from Due or Overdue to Paid. For invoices that are only partially paid, the amount still owing will be reflected in the Amount Due column. The amount paid will be reflected on the ielcted on the Invoice GridThe customers Payment Method will remain as AR. The Credit Card data entered will not be stored in the Fusebill vault.
Our new AR Aging Report gives you insight into your AR Accounts, providing details on current monies owing as well as information for customers who are overdue. Knowing which customers are outside of their committed terms, gives you insight into which customers need to call to determine expected payment date. Please keep in mind that the amounts in each column may include one or multiple invoices.To determine which invoices are outstanding for a customer, via the Fusebill UI, locate customer, click on details for that customer. Click on Invoices and the invoice grid will open. From here you are able to see each invoice for the customer and the current status.
Manage your invoiced clients with these related features:Branded Invoices: add your logo and contact information to invoices;Customer communications: customizable emails to deliver invoices, and warn of past due payments.Account level credit limits: control risk.Record offline payments and optionally link to specific invoices.Online Invoice Access: secure self-serve portal allows customers to access their old invoices and payment receipts.Real Time Reporting: view outstanding payments and receivable aging reports.