Hello! I've filmed a short APFusion Billing Tutorial video you can view HERE 📹
If you need further assistance with anything, feel free to schedule a 15 minute call with me here and I can walk you through all things Billing Portal related!
☎️ Book a Call! ⬅️ Click here to book a time with me 😄
If you have any further questions, see the FAQs below, or reach out to us directly at help@apfusion.com and we'd be happy to help!
Can I add a Billing Contact as a user?
Yes! You can add new users to be a Billing Admin or designate existing users for the same role.
How do I get a copy of an Invoice or Statement?
You can do this through the desktop app or web portal at shop.apfusion.com
Watch this quick video here for instructions on how to view/download invoices
How to Download an Invoice/Credit MemoYou can also view & download your statements from the same location, watch the quick video below to see how
How to Download Statements
How do I add a bank account?
See this article HERE on how to add a bank account!
My bank's logo is not showing, can I still add it as a payment method?
Yes! You should be able to search for your bank even if the logo is not showing on the home screen.
My bank account doesn't show up when I search for it - can I still add a bank account?
Yes! Just click the blue hyperlink titled "Enter bank details manually instead" and it will prompt you to add your routing and account number.
After you've done this, please enter the email and name associated with the bank account and you will receive further instructions for verification at that email in a few business days from Stripe!
I had to use the microdeposit bank account verification, how long does the process take?
The microdeposit will show on your bank activity within 1-2 business days. You have 10 days total to provide the verification, otherwise the bank account will be removed from APFusion and you will have to re-do the set up process.
Can APFusion provide me with a W9?
Yes, please email help@apfusion.com for a copy of our W9.
Is the connection from APFusion to my bank account secure?
Yes, the connection is provided by Stripe, a 100% secure, PCI-compliant company. They do not share your private information with APFusion.
What if I don't want to add a bank account?
You can still use a credit card for payment. Please note that credit card payments will incur a 3% fee.
When is payment due on orders?
Payment is due 30 days after the part ships.
Core charges are due 90 days after a reman ships.
Will you deduct money from my account automatically to pay for orders?
No, the Billing Admin will be notified of orders coming due for payment and will need to log in and initiate payment.
Please note that we would only automatically deduct money from your account IF your invoice is 20 days overdue (effectively giving you 50 days from the day an order ships to pay your invoice).
APFusion subscription payments will still be charged automatically at the end of each month for that month's usage using the default payment method.
What types of billing options do I have?
Automatically, your yard will be set to Net-30 terms
You can choose to set your billing preferences to Net-0 terms or Net-30 auto charge as well!
Will my credit card be used for the APFusion monthly subscription amount?
It will only be used for the APFusion subscription if it is selected as the Default Payment Method.
If your bank account is selected as the Default Payment Method, the bank account will be used for the APFusion monthly subscription amount.
If you keep a credit card selected as the default payment method, you will still be able to choose your bank account as the payment method when initiating payment for orders.
What happens with returns/refunds?
One of two things - the refund will either be returned to your method or payment, or applied to the specific invoice.
IF you have already paid for the invoice: The vendor will still be responsible for approving returns. Once the vendor indicates that the return can be refunded, the amount will be credited to your account balance and will show on your statement immediately
IF you have NOT paid yet paid for the invoice: You will receive a credit for the return and the amount will be deducted from your payable in the APFusion billing portal.
Where can I view my credit memos?
You can view credit memos from the order page in our desktop app or through the web portal! Watch the quick video below to know how to do this.
View/Download Credit Memos
If you have additional questions or need further assistance, please email help@apfusion.com