Robert Lance

Anrok is a tax compliance platform built mainly for software, SaaS, and digital-first businesses. Anrok automates sales tax & VAT compliance. Figures out where you have nexus (economic or physical)...

Any tax exemptions must first be set up in the Anrok platform. Once set up in Anrok, the exempt customer can be linked to a customer in Stax Bill.See the following for information on setting up exe...

  Issue If you receive this error message: Netsuite error: "Error: NetSuite API Error - Code: APP_ERROR; Message Error, no tax code with name Staxbill Tax could be found."   Solution This error res...

Set the subscription to expire.  Navigate to the customer's active subscriptions: Click Edit for the subscription: Change the subscription to expire in a number of periods and save your changes: ...

When creating the subscription, set a scheduled activation date while it is in the draft state.  Note: This is not related to the contract dates. The contract dates are only for reporting and have...

On the customer, open their invoice settings: In those invoice settings, add the purchase order number(1) then click Save (2):   All their invoices will have this value as their default purchase ...

Stax bill's primary functionality is around the recurring billing of customers. Ideally, if the process doesn't involve billing (invoicing and collecting payment) the customer, it isn't placed into...

This dashboard displays subscription counts and their status over the past year.   

This widget provides an overview of recurring billing processing for the current calendar week. The current day is always maintained in the widget's center, providing a summary of activity over the...

This widget provides a breakdown of payment methods for all clients set to auto-collect within your Stax Bill Account. Customers with valid payment methods on file are identified and are at low ris...