• How to generate customer reports

    • October 23, 2017
    • Nick H.

    The intent of this article is to guide merchants through the steps to download and schedule customer reports. Useful tip Weekly emails showcase all audit and refund activity. Additional advanced reports are found inside the customer dashboard. Generate customer reports

  • Customer invoices during free trials

    • October 8, 2017
    • Nick H.

    A reseller recently asked, “why is my customer being invoiced during a free trial.” Troubleshooting free trial Check the customer settings The Free trial for a customer must be set before the first invoice is created on the customer account. The guide below details how to ensure that a free trial…

  • Refund credits secured but not invoiced

    • Nick H.

    A reseller recently asked, “Why hasn’t a customer been invoiced for a refund credit secured?” Troubleshooting invoicing Check the customer settings The Payment terms for a customer must be set to percentage-based pricing. The following guide is intended to navigate you to the page to verify this setting. Login to…

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