Robert Lance

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...

  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...

Subscription cancellation is final, and a new subscription will need to be created.  Subscription expiration is not final and is generally preferred because it can be reinstated.

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...

Read the error messages and responses from the gateway when the payment fails. To do this: Navigate to the Customer Overview page and click Payments. On the Payments page, click Details under the ...

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...

Unfortunately, the plan or product code cannot be changed. Once a code has been set, it is used as a reference and is locked in to prevent breakage elsewhere (such as API implementations of the Fus...

This error message is typically caused by unlinking and relinking a Stax Bill customer to a Salesforce Customer Account faster than the system has time to finalize the changes.  The error message i...

Refunds for a customer are part of the payment transactions for that customer. To view a refund that has taken place for a customer, go to the customer dashboard, scroll down to the financial block...