Robert Lance
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Activity overview
Latest activity by Robert Lance-
Robert Lance created an article,
Netsuite error message NetSuite API Error - Code: APP_ERROR
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...
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Robert Lance created an article,
How do I set a subscription to stop billing in the future?
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: ...
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Robert Lance created an article,
Schedule a Subscription
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...
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Robert Lance created an article,
How do I set a purchase order on a customer?
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 ...
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Robert Lance created an article,
How do I model a free trial in Stax bill?
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...
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Robert Lance created an article,
Subscriptions
This dashboard displays subscription counts and their status over the past year.
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Robert Lance created an article,
Weekly Calendar
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...
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Robert Lance created an article,
Payment Method Warning
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...
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Robert Lance created an article,
Accounts Receivable Aging Widget
This widget displays a breakdown of the Accounts Receivable (AR) ledger under your account into various age categories. As receivables age, they have a greater risk of never being collected as cash...
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Robert Lance created an article,
The QuickBooks Online invoice and Stax Bill Invoice numbers are not the same
If Stax Bill cannot create the invoice in QuickBooks Online the first time, it will reattempt to create the invoice and not include the invoice number in any follow-up attempts. This allows QuickBo...