FAQ

Import Data

• Can I import Cancelled Subscriptions?

General

• Bonus Units Behavior and Deprecation Notice
• Understanding charge_id Updates and updated_date Behavior in Subscription API
• How do I clear Browser Cache?
• How do I convert an Ordway PDF to an editable document?

Customer Accounts

• Invoices Not Printing Additional Pages
• How do I change a Customer's Status?

Subscription Contracts

• When are Schedules executed?
• Can I generate an Invoice for a Subscription still in Draft status?
• How do I combine multiple Subscriptions into one?
• I want to invoice today, but Revenue Schedule is not yet known
• How do I bill multiple subscriptions at once?
• Why can't I delete a Product?

Payments & Payment Gateways

• How Do I Fix Pending Payments?
• What is the difference between Receive Payment and Generate Payment?
• Where do I find which default GL Accounts are linked to Payments?
• How do I override a Payment Date?
• How are payment confirmations emailed to customers?
• Does Ordway have an automated Failed Credit Card Retry Procedure? 

See all 8 articles

Finance

• How Does Ordway Handle Multiple Decimal Points?
• What currencies does Ordway support?

Setup & Customize

• Can a VAT ID be saved in Ordway?
• How do I add the Invoice Number to the Orders page?
• How do I perform a hard refresh in Chrome Browser for Windows?

Credits & Refunds

• How do I create a credit for a prior periods where revenue has already been recognized?

Quotes

• Can I edit an expired quote?

Integrations

• Does Quickbooks Accept $0 Payments?
• What integrations does Ordway offer? 

QuickBooks Online

• Is the sync to QuickBooks Online bi-directional?
• What is a Quickbooks ID?
• Can I view settings before syncing?
• Is the sync to QuickBooks Online done on a summary JE basis only to the GL, or can we choose to do a full transaction-level sync?

Salesforce

• When initially syncing from SF to Ordway a Customer, what determines the entity where the Customer is created?
• Can we limit what is shared to Salesforce? 
• Are there any issues with not using Salesforce, or waiting to set that up later?

Taxes

• Why are invoices not reflecting taxes?

Refunds

• How do I view refunds?

Audit Logs

• How do I locate a log for a particular event?

Reports

• Scheduled Report Sent as Link Instead of Attachment
• Issue: User Redirected to Home Page When Accessing Reports
• How do I view past due Invoices?
• How do I review system changes to fields?
• How do I view outstanding receivables?
• How do I view MRR or ARR over time in Ordway?

See all 8 articles