FAQ

Import Data

• Shared Product Not Taxable in Child Entity
• Can I import Cancelled Subscriptions?

General

• Generate Account Statements via API
• Why Is Sterling (GBP) Exchange Rate Updating Automatically?
• 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

• Exclude Child Customer Transactions from Parent Customer Statements
• Invoices Not Printing Additional Pages
• How do I change a Customer's Status?

Subscription Contracts

• Billing Run Not Picking Up a Charge Due to Plan Filters
• Duplicate Billing Schedule Lines After a Subscription Change
• Billing Run Not Picking Up Invoices
• Handling Contract Changes After an Early Renewal
• Subscription Reactivation Fails Due to Missing Required Custom Field
• Contract Term Update Fails Due to Existing Billing Schedule Dates

See all 12 articles

Payments & Payment Gateways

• Stripe Customer and Subscription Sync into Ordway
• Why can't I update a payment transaction fee after period closure?
• 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?

See all 10 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

• NetSuite External ID Mapping
• Syncing Multiple Billing Emails from HubSpot to Ordway
• Parent-Child Revenue Reporting in NetSuite
• Cancelling an Ordway Subscription Through HubSpot
• 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

• Export Historical Subscription and Subscription Plan Data
• MRR Movements Discrepancy with "Keep Product Movements Within Subscription" Filter
• 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?

See all 10 articles