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  1. Stax Bill Support
  2. Working in Stax Bill

Working in Stax Bill

  • Catalog
  • Customers
  • Customer Hierarchy
  • Custom Dashboard Configuration
  • Export/Import Jobs
  • Hosted Pages
  • Invoices
  • Reports
  • Revenue Recognition
  • Settings
  • Subscriptions
  • Glossary
  • Known Issues

Catalog

  • Product Catalog Overview

Customers

  • Creating and Managing Customers

Customer Hierarchy

  • Customer Hierarchy

Custom Dashboard Configuration

  • Main Dashboard

Export/Import Jobs

  • Bulk Jobs and Exports

Hosted Pages

  • Hosted Pages Overview

Invoices

  • Posted Invoices Grid - Overview
  • Search for Posted Invoices
  • How to Make a One Time Invoice
  • Reissue Posted Invoices
  • Export Posted or Draft Invoices Search Results
  • Using a Reference Date on an Invoice
See all 12 articles

Reports

  • Scheduling Email Communication Reports
  • Overview of Reports
  • AR Balance Report
  • Using the Audit Log Report
  • Calendar Report
  • Cash Summary Report
See all 29 articles

Revenue Recognition

  • Revenue Recognition
  • Revenue Recognition and ASC 606
  • Setting up your Catalog for Revenue Recognition
  • Adding Products with Revenue Recognition to a Purchase
  • Reviewing Revenue Recognition
  • Revenue Recognition, Earning/Earned and Deferred Revenue in Stax Bill

Settings

  • Settings

Subscriptions

  • Subscriptions Grid - Overview
  • Schedule a Subscription
  • Search for Subscriptions
  • Implementing Updates to Existing Subscriptions
  • Export Subscription Search Results

Glossary

  • Customer Account Status
  • Accounting Status
  • Accounts Receivable Ledger or AR Ledger
  • Annual Recurring Revenue or ARR
  • Billing Periods
  • Terms of Stax Bill

Known Issues

  • On-deposit opening balances are not included in the Invoice Aging report
  • Customer Invoice Settings shows does not display account default settings
  • Cash Summary Report appears in Custom Report display
  • Billing period definition create page throws error
  • Subscription product one time charges can not be changed after being set
  • Reversing charges on an invoice does not update credit note count
See all 14 articles
Stax Bill

Platform

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  • Recurring Billing Security & Technology
  • Surcharging
  • Integrations

Resources

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  • Status
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Company

  • About Us
  • Careers
  • Privacy Policy
  • Terms and Conditions
  • Terms of Use

Contact

  • support@staxbill.com
  • sales@staxbill.com
  • Toll Free: 888-519-1425
  • Mon–Fri: 7 AM–6 PM (EST)

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