Chris McBride
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Activity overview
Latest activity by Chris McBride-
Chris McBride created an article,
Miscellaneous New Features
Quickly verify the linked status for SubscriptionsStax Bill has been and will continue to add large and small feature additions, in order to improve the integration with Geotab and MyAdmin. Below a...
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Chris McBride created an article,
Third Party and External Vendor Devices
Stax Bill is now able to create Standing Orders for Third Party and External Vendor devices. In the past, Stax Bill read all the distinct Device Plans from Geotab MyAdmin. However many of the Third...
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Chris McBride created an article,
How the Subscription Cancel and Subscription Create automations work for you.
In MyAdmin, device details can change, including Device Plans, Owners, and so forth. Stax Bill has been updated so that it can handle changes like this in a fully automated manner. When a change to...
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Chris McBride created an article,
Credit Note Summary
The Credit Note Summary is a PDF you can request for any customer invoice with allocated Credit Notes. It is intended to provide a clear breakdown of all Credit Notes resulting from line-item rever...
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Chris McBride created an article,
Credit Note Summary
The Credit Note Summary is a PDF you can request for any customer invoice with allocated Credit Notes. It is intended to provide a clear breakdown of all Credit Notes resulting from line-item rever...
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Chris McBride created an article,
Viewing Geotab Devices in Stax Bill
Once a customer is linked, Stax Bill can display a full list of devices from MyAdmin. This can provide a quick way to verify the full list of devices, the Device Plans in use, Device Status values ...
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Chris McBride created an article,
Creating Standing Orders
In Stax Bill, a Standing Order serves as a template for the automated creation of Subscriptions by the Geotab Subscription Creation job. It maps a Device Price Plan (aka Active Billing Plan) and, o...
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Chris McBride created an article,
Setting the Device Serial Number Location
You can set the location in the Stax Bill Subscription where the Creation job will store the device's Serial Number. It is recommended that the subscription Name field be used to hold the serial nu...
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Chris McBride created an article,
Third Party and External Vendor Device Configuration
Stax Bill's integration with Geotab now fully supports automated subscription creation and handling for devices in Geotab MyAdmin that are Third Party Devices or External Vendor Devices. This is ac...