Introduction to the                             Fusebill Accounts Receivable Suite                               Donna McP...
Speaker Introduction                                    Donna McPhee,                                    Customer Success ...
Billing Service Overview    Automated Billing for Subscription Based    Companies:    •    Recurring billing and payment s...
Fusebill Introduction                                            Fusebill automates                                       ...
Agenda  1.     Fusebill Invoicing/AR Suite Introduction  2.     Account Invoice Settings  3.     Creating an AR customer  ...
The Fusebill Invoicing/AR Suite                                    Fusebill knows that many businesses offer              ...
Account Invoice Settings  Personalizing your invoice inside the Fusebill UI is a simple process.                          ...
Examplewww.fusebill.com                                                          8Call Us at: 1-888-519-1425   Copyright F...
Creating an AR Customer  You can manually create an AR customer in just a few steps.  1.    Create a customer as you norma...
Changing Existing Customer to AR                                                    1.   Use the customer tab to find the ...
The Invoice Tab      The invoice tab includes a grid with                                               Status options are...
The Invoice Tab                             Credit Card Customer                               AR Customerwww.fusebill.com...
The Current Invoice  Current Invoice • There will always be   a single current   invoice. • It can be posted at   any time...
Manual Charges    From the Accounting Functions you    can add a manual charge or    adjustment that will be reflected    ...
Invoice Emailwww.fusebill.com                                                          15Call Us at: 1-888-519-1425    Cop...
Paid Invoices      Once an invoice is paid, the Invoice status will update to Paid and the      Invoice itself will be mod...
Due or Overdue Invoiceswww.fusebill.com                                                                    17Call Us at: 1...
Paid Invoiceswww.fusebill.com                                                          18Call Us at: 1-888-519-1425    Cop...
Manual Payment – Check or Cash                  Transaction Log           Invoice Gridwww.fusebill.com                    ...
One Time Payment- Credit Card                                                 There are times                             ...
AR Aging Reportwww.fusebill.com                                                            21Call Us at: 1-888-519-1425   ...
Summary       Whether your customers pay electronically by credit card or ACH or       offline by check or wire transfer, ...
www.fusebill.com                          Thank You!www.fusebill.com1-888-519-1425support@fusebill.comTwitter: @fusebill  ...
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Introduction to Fusebill's AR (Invoicing) Suite

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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

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Introduction to Fusebill's AR (Invoicing) Suite

  1. 1. Introduction to the Fusebill Accounts Receivable Suite Donna McPhee– Customer Success Manager February, 2013www.fusebill.com 1Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  2. 2. Speaker Introduction Donna McPhee, Customer Success Manager E: dmcphee@fusebill.com T: 888.519.1425 x415www.fusebill.com Thursday, February 21, 2013 2Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  3. 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 operationswww.fusebill.com Thursday, February 21, 2013 3Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2012. All rights reserved
  4. 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 4Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013 All rights reserved
  5. 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. Questionswww.fusebill.com Thursday, February 21, 2013 5Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  6. 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.www.fusebill.com 6Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  7. 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.www.fusebill.com 7Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  8. 8. Examplewww.fusebill.com 8Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  9. 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 neededwww.fusebill.com 9Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  10. 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 Settingswww.fusebill.com 10Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  11. 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 Downloadwww.fusebill.com 11Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  12. 12. The Invoice Tab Credit Card Customer AR Customerwww.fusebill.com 12Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  13. 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.www.fusebill.com 13Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  14. 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.www.fusebill.com 14Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  15. 15. Invoice Emailwww.fusebill.com 15Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  16. 16. Paid Invoices Once an invoice is paid, the Invoice status will update to Paid and the Invoice itself will be modified to reflect thiswww.fusebill.com 16Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  17. 17. Due or Overdue Invoiceswww.fusebill.com 17Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  18. 18. Paid Invoiceswww.fusebill.com 18Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  19. 19. Manual Payment – Check or Cash Transaction Log Invoice Gridwww.fusebill.com 19Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  20. 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.www.fusebill.com 20Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  21. 21. AR Aging Reportwww.fusebill.com 21Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  22. 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.www.fusebill.com 22Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  23. 23. www.fusebill.com Thank You!www.fusebill.com1-888-519-1425support@fusebill.comTwitter: @fusebill 23

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