E invoicing, perspectives for effective electronic invoicing in europe
Introduction to Invoicing (AR Suite)
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Transcript of Introduction to Invoicing (AR Suite)
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Introduction to the Fusebill Accounts Receivable Suite
Donna McPhee– Customer Success Manager
September, 2013
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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Sunday, April 9, 2023 2
Speaker Introduction
Donna McPhee, Customer Success Manager
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
[email protected] x415
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Sunday, April 9, 2023 3
Fusebill Introduction
Fusebill automates your recurring billing to streamline your processes while attracting more customers, decreasing time to market, and increasing revenue.
We pride ourselves on our customer support and service
Our customers rely on Fusebill to: reduce costs speed cash collections extend their customer lifecycles.
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013 All rights reserved
“Fusebill is a great team to work with – always available and friendly. ” – Melanie Attia e-SignLive
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Agenda
1. Fusebill Invoicing/AR Suite Introduction2. Account Invoice Settings3. Creating an AR customer4. The Invoice Tab5. Applying Manual Charges6. The Invoice Email 7. Paid Invoice 8. Manual Payment Check9. One Time Payment Via Credit Card10. Summary11. Questions
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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The Fusebill Invoicing/AR Suite
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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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Account Invoice Settings
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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 numbering system.
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Example
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Creating an AR Customer
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
You can manually create an AR customer in just a few steps.
1. Create a customer 2. Via the drop down box for Payment Method, choose AR3. Via the drop down box for Terms, choose Terms for the customer4. Choose your invoice frequency, and override next invoice date if needed
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Changing a customer’s payment method from credit card to AR is simple
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Changing Existing Customer to AR
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The Invoice Tab
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The invoice tab includes a grid with information on every invoice generated for the customer – A huge time saver!
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The Invoice Tab
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Credit Card Customer
AR Customer
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The Current Invoice
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Current Invoice
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Manual Charges
Manual charges providing you with a method to charge customers outside of their regular billing period.
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Manual charges or adjustments will be reflected on the current invoice, which can be posted at anytime.
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Invoice Email
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Automate email delivery of HTML emails with a PDF version of the invoice attached.
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Paid Invoices
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Once an invoice is paid, the Invoice status will update to Paid and the Invoice itself will be modified to reflect this change.
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Due or Overdue Invoices
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Paid Invoices
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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18www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Transaction Log
Invoice Grid
Manual Payment – Check or Cash
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One Time Payment- Credit Card
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A one-time payment via Credit Card, this can be done using the Manual Payment option under ACCOUNTING FUNCTIONS.
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AR Aging Report
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Summary
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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.