Fusion Pro help

Hosted Fusion workspaces, services, orders, and customers.

Billing & wallets

Add and update system currencies

Set active currencies and their rate relative to the current default.

Billing & wallets

Add funds to a client wallet

Create reviewed wallet credit with a Paid or Unpaid invoice.

Billing & wallets

Change the default currency carefully

Review base-rate recalculation before switching the workspace default.

Billing & wallets

Compare and correct wallet/ledger differences

Compare stored wallet amounts with the ledger and review any balancing correction.

Billing & wallets

Configure internal credit transfers and vouchers

Set global eligibility, security requirements, transfer fees, and voucher limits.

Billing & wallets

Configure wallet currencies and deposit limits

Enable customer wallets by currency and set limits for client groups.

Billing & wallets

Edit invoice details and print a copy

Change only editable invoice lines and use the correct action for payment state.

Billing & wallets

Find and review an invoice

Locate a billing record and compare its items, payments, ledger, and audit history.

Billing & wallets

Rebate funds from a client wallet

Record a deliberate wallet debit and optionally link its invoice reference.

Billing & wallets

Record or correct an invoice payment

Record funds already received and review payment-entry corrections separately from refunds.

Billing & wallets

Refund rejected order invoice items

Replace eligible order wallet refunds with the selected external refund method.

Billing & wallets

Reverse or refund a wallet-funding invoice

Distinguish removing wallet credit from returning an externally received payment.

Billing & wallets

Review and decide a withdrawal request

Check the destination, amounts, and notes before an irreversible approval or rejection.

Billing & wallets

Set a client wallet overdrive allowance

Permit or stop limited ordering with a negative wallet balance.

Billing & wallets

Trace a client transaction across records

Use the client’s ledger, orders, invoices, and audit history to investigate activity.

Billing & wallets

Understand client wallet balances

Read available credit, unpaid funding, locked order balances, and currency totals.