# fusionCore Documentation

## Docs

- [Install and Set Up fusionCore](https://docs.fusioncore.us/end-user-guides/platform-setup/index.md): Configure your Salesforce org, install the fusionCore packages, and complete the post-install setup.
- [Scheduled Jobs in fusionCore](https://docs.fusioncore.us/end-user-guides/platform-setup/scheduled-jobs-in-fusioncore.md): Verify, schedule, and manage the fusionCore batch jobs after install or upgrade.
- [Accounting Overview](https://docs.fusioncore.us/end-user-guides/accounting/index.md): Set up the financial backbone of fusionCore: Business Units, payment processing, the general ledger, financial close, and reporting documents.
- [Business Units Overview](https://docs.fusioncore.us/end-user-guides/accounting/business-units/index.md): Set up Business Units to track revenue, taxes, branding, and accounting configuration separately for each division in your fusionCore org.
- [Creating a Business Unit](https://docs.fusioncore.us/end-user-guides/accounting/business-units/creating-a-business-unit.md): Create a Business Unit to track orders, financial events, and GL Accounts separately for one selling entity in your org.
- [Uploading an Image to the Business Unit](https://docs.fusioncore.us/end-user-guides/accounting/business-units/uploading-an-image-to-the-business-unit.md): Upload a logo to a Business Unit so it appears on financial documents and across Business Unit processes.
- [Configuring Automatic Write-Offs and Adjustments](https://docs.fusioncore.us/end-user-guides/accounting/business-units/configuring-automatic-write-offs-and-adjustments.md): Set whether write-offs and adjustments post automatically or wait for manual review on a Business Unit.
- [Payment Providers](https://docs.fusioncore.us/end-user-guides/accounting/payment-providers.md): Create and validate a Payment Provider Account so fusionCore can take online card and ACH payments through Stripe.
- [General Ledger (GL) Accounts](https://docs.fusioncore.us/end-user-guides/accounting/general-ledger-gl-accounts.md): Create GL Accounts to map every commerce transaction to a line in your chart of accounts, scoped to one Business Unit.
- [Payment Types Overview](https://docs.fusioncore.us/end-user-guides/accounting/payment-types/index.md): Configure how money moves in fusionCore: set up Payment Types per Business Unit, control where each option appears, and govern refunds.
- [Setting Up Stripe Payment Types](https://docs.fusioncore.us/end-user-guides/accounting/payment-types/setting-up-stripe-payment-types/index.md): Create an online (Stripe) Payment Type, then take and refund Stripe card and ACH payments from within Salesforce.
- [Setting Up Offline Payment Types](https://docs.fusioncore.us/end-user-guides/accounting/payment-types/setting-up-offline-payment-types.md): Create offline Payment Types so staff can record Cash, Check, and Account Credit payments that are not processed through Stripe.
- [Setting Up Custom Payment Types](https://docs.fusioncore.us/end-user-guides/accounting/payment-types/setting-up-custom-payment-types.md): Create a custom Payment Type for a payment method that fusionCore does not offer out of the box.
- [Multi-Currency Overview](https://docs.fusioncore.us/end-user-guides/accounting/multi-currency/index.md): Set up fusionCore to sell, invoice, and report in more than one currency.
- [Enabling Multi-currency](https://docs.fusioncore.us/end-user-guides/accounting/multi-currency/enabling-multi-currency.md): Turn on Salesforce multi-currency so fusionCore can take payments, issue orders, and report in more than one currency.
- [Defining Business Unit Currency](https://docs.fusioncore.us/end-user-guides/accounting/multi-currency/defining-business-unit-currency.md): Set the currency on a Business Unit record after enabling multi-currency in your org.
- [Supported Currencies on Payment Type](https://docs.fusioncore.us/end-user-guides/accounting/multi-currency/supported-currencies-on-payment-type.md): Scope a Payment Type so it only accepts orders in specific currencies.
- [Creating Multi-Currency Orders from Account/Contact](https://docs.fusioncore.us/end-user-guides/accounting/multi-currency/creating-multi-currency-orders-from-account-contact.md): Create an Order in a specific currency by setting the currency on the source Account or Contact before you click Create Order.
- [Updating Standard Price Validation Rule](https://docs.fusioncore.us/end-user-guides/accounting/multi-currency/updating-standard-price-validation-rule.md): Make the standard-price validation rule multi-currency aware so each currency can have its own standard price.
- [Financial Periods Overview](https://docs.fusioncore.us/end-user-guides/accounting/financial-periods/index.md): Track, organize, and lock financial data for an accounting timeframe so your general ledger import stays accurate.
- [Creating a Financial Period](https://docs.fusioncore.us/end-user-guides/accounting/financial-periods/creating-a-financial-period.md): Create a Financial Period record that defines the accounting date range you want to gather and close out.
- [Fetching Financial Event Lines](https://docs.fusioncore.us/end-user-guides/accounting/financial-periods/fetching-financial-event-lines.md): Gather every succeeded ledger entry in a Financial Period's date range and link it to the period.
- [Locking Financial Periods](https://docs.fusioncore.us/end-user-guides/accounting/financial-periods/locking-financial-periods.md): Lock a Financial Period to freeze its ledger lines and close the accounting timeframe.
- [Financial Period Reports](https://docs.fusioncore.us/end-user-guides/accounting/financial-periods/financial-period-reports.md): Point the five Financial Period report fields at the Salesforce reports you want for month-end close.
- [Financial Documents Overview](https://docs.fusioncore.us/end-user-guides/accounting/financial-documents/index.md): Generate branded PDF Quotes, Invoices, Receipts, Refunds, Installment schedules, and order Summaries from Order and Financial Event records.
- [Where to Find Your Financial Documents](https://docs.fusioncore.us/end-user-guides/accounting/financial-documents/where-to-find-your-financial-documents.md): Open a branded Quote, Invoice, Summary, Receipt, Refund, or Installment PDF from an Order or Financial Event record.
- [Configuring Financial Documents](https://docs.fusioncore.us/end-user-guides/accounting/financial-documents/configuring-financial-documents.md): Change which fields print on your Financial Documents and which Visualforce template renders each document type.
- [Wallet Items Overview](https://docs.fusioncore.us/end-user-guides/accounts/wallet-items/index.md): Wallet Items let a contact save a payment method for faster, repeat payments. Staff create and manage them directly from the contact in Commerce.
- [Creating Wallet Items as a Staff User](https://docs.fusioncore.us/end-user-guides/accounts/wallet-items/creating-wallet-items-as-a-staff-user.md): Save a payment method for a contact as a Staff user, either during checkout or from the contact's Wallet action.
- [Editing Wallet Items](https://docs.fusioncore.us/end-user-guides/accounts/wallet-items/editing-wallet-items.md): Rename a saved payment method or replace its details, as a Staff user in Commerce or as a portal user on the My Wallet page.
- [Paying with Wallet Items](https://docs.fusioncore.us/end-user-guides/accounts/wallet-items/paying-with-wallet-items.md): Use a saved payment method to pay for an Order in checkout, as a Staff user in Commerce or as a portal user in the Portal.
- [Accounting Troubleshooting](https://docs.fusioncore.us/end-user-guides/accounting/troubleshooting.md): Common problems with Business Units, Financial Periods, Payment Types, Stripe, Financial Documents, and Multi-Currency — what you see, why it happens, and how to fix it.
- [Stripe Overview](https://docs.fusioncore.us/end-user-guides/stripe/index.md): Connect Stripe to fusionCore so members can pay by card, ACH, Alipay, or WeChat Pay, and learn how to set up, test, and troubleshoot the integration.
- [Setting Up a Stripe Account Overview](https://docs.fusioncore.us/end-user-guides/stripe/setting-up-a-stripe-account/index.md): Onboard your Stripe account and enable Card and ACH payment methods so fusionCore can collect payments.
- [Data Points for Stripe Account Set Up](https://docs.fusioncore.us/end-user-guides/stripe/setting-up-a-stripe-account/data-points-for-stripe-account-set-up.md): Gather the business, representative, public, and bank details you need before you set up a Stripe account for fusionCore.
- [Stripe Connected Account Link](https://docs.fusioncore.us/end-user-guides/stripe/setting-up-a-stripe-account/stripe-connected-account-link/index.md): Create a Stripe connected account, send the one-time onboarding link, and walk the client through completing Stripe onboarding and webhook setup.
- [Enabling Payment Methods in Stripe](https://docs.fusioncore.us/end-user-guides/stripe/setting-up-a-stripe-account/enabling-payment-methods-in-stripe.md): Enable the card and bank payment methods your members can use, directly in your Stripe Dashboard.
- [Connected Account Webhook Setup](https://docs.fusioncore.us/end-user-guides/stripe/connected-account-webhook-set-up.md): Set up the Stripe webhook for a connected account so payment status changes sync back into fusionCore.
- [Stripe Direct Accounts Overview](https://docs.fusioncore.us/end-user-guides/stripe/stripe-direct-accounts/index.md): Connect a customer's own Stripe account directly to fusionCore instead of routing through fusionSpan's platform Stripe account.
- [Set Up Webhooks for Your Stripe Direct Account](https://docs.fusioncore.us/end-user-guides/stripe/stripe-direct-accounts/setting-up-webhooks-for-your-salesforce-org-stripe-direct-account.md): Create the Stripe webhook that pushes payment events back into your Salesforce org for a Stripe Direct account, set up a matching test webhook, and collect the signing secret and API keys.
- [Stripe Direct Accounts Email Template](https://docs.fusioncore.us/end-user-guides/stripe/stripe-direct-accounts/stripe-direct-accounts-email-template.md): Copy this email to request Stripe API credentials and webhook setup from a client connecting their own Stripe Direct Account.
- [Stripe Testing: Production and Sandbox](https://docs.fusioncore.us/end-user-guides/stripe/stripe-testing-production-sandbox.md): Configure and test Stripe payments safely in production and sandbox fusionCore orgs, using separate Payment Provider Accounts, test keys, and per-environment webhooks.
- [Stripe Troubleshooting](https://docs.fusioncore.us/end-user-guides/stripe/troubleshooting.md): Diagnose and fix common Stripe setup and payment problems in fusionCore
- [Stripe Unsupported Countries and Reasons](https://docs.fusioncore.us/end-user-guides/stripe/stripe-unsupported-countries-and-reasons.md): Check which countries Stripe supports, why some are unsupported, and what workarounds exist before you connect an org.
- [Implementation Team Stripe Web Hook Set Up Steps Overview](https://docs.fusioncore.us/end-user-guides/stripe/implementation-team-stripe-web-hook-set-up-steps/index.md): Guide a client through Stripe webhook setup and collect each signing secret for their Payment Provider Account.
- [Connected Account Stripe Test/Live Webhook Set Up [Client Facing]](https://docs.fusioncore.us/end-user-guides/stripe/implementation-team-stripe-web-hook-set-up-steps/connected-account-stripe-test-live-webhook-set-up-client-facing.md): Set up live and test Stripe webhooks for your Salesforce org, then hand the signing secrets to fusionSpan.
- [Accounts and Contacts Overview](https://docs.fusioncore.us/end-user-guides/accounts/index.md): Learn how fusionCore models the organizations and people you work with, and where to start.
- [Accounts Overview](https://docs.fusioncore.us/end-user-guides/accounts/accounts/index.md): Create and manage Accounts in fusionCore, and understand the fusionCore fields that appear on the Account record.
- [Account Address Flow Down](https://docs.fusioncore.us/end-user-guides/accounts/accounts/account-address-flow-down-auto-sync.md): Copies an Account's Billing Address to its related Contacts' Mailing Address — automatically, or on demand with the Sync Address Details button.
- [Contacts](https://docs.fusioncore.us/end-user-guides/accounts/contacts.md): Create and manage Contacts in fusionCore, and understand the fusionCore fields that appear on the Contact record.
- [Person Account Support Overview](https://docs.fusioncore.us/end-user-guides/accounts/person-account-support/index.md): Understand what Person Accounts are, why fusionCore uses them, and how to create one in Salesforce.
- [Set Up Person Accounts](https://docs.fusioncore.us/end-user-guides/accounts/person-account-support/person-account-set-up/index.md): Enable and configure Person Accounts step by step so they work across fusionCore checkout, refunds, purchase tracking, credit, and order creation.
- [Using Account Address Flowdown with Person Accounts](https://docs.fusioncore.us/end-user-guides/accounts/person-account-support/using-account-address-flowdown-with-person-accounts.md): Sync a Person Account's Billing Address to its Mailing Address with the Sync Address Details button.
- [Communities Overview](https://docs.fusioncore.us/end-user-guides/accounts/communities/index.md): Create and manage Communities — chapters, committees, and working groups — to track who belongs and what role they hold.
- [Community Member](https://docs.fusioncore.us/end-user-guides/accounts/communities/community-member/index.md): Add a Contact to a Community as a member, let fusionCore create the matching position, and add further dated roles.
- [Accounts and Contacts Troubleshooting](https://docs.fusioncore.us/end-user-guides/accounts/troubleshooting.md): Common problems with Accounts, Contacts, Person Accounts, address flow down, and Communities — what you see, why it happens, and how to fix it.
- [Product Overview](https://docs.fusioncore.us/end-user-guides/products/index.md): Set up everything you sell in fusionCore: products and prices, benefit allocations, eligibility conditions, taxes, and discount codes.
- [Product Set Up Overview](https://docs.fusioncore.us/end-user-guides/products/product-set-up/index.md): Define what your organization sells — memberships, event tickets, sponsorships, merchandise, and certifications — as products in fusionCore, and give them prices and images.
- [Miscellaneous Products](https://docs.fusioncore.us/end-user-guides/products/product-set-up/miscellaneous-products.md): Create a Miscellaneous product — the simple, one-time product type in fusionCore, such as merchandise, an event ticket, or a sponsorship.
- [Subscription Products](https://docs.fusioncore.us/end-user-guides/products/product-set-up/subscription-products.md): Create a Subscription product — a product that renews on a schedule, such as a membership — and link it to a Subscription Plan and price book.
- [Price Books](https://docs.fusioncore.us/end-user-guides/products/product-set-up/price-books.md): Price Books in fusionCore act as the central repository for all pricing data for all Products. These can be paired with Conditions in order to create more complex, dynamic pricing rules in your…
- [Product Image Upload](https://docs.fusioncore.us/end-user-guides/products/product-set-up/product-image-upload.md): Add an image to a product in fusionCore so it displays in the portal.
- [Product System Category Overview](https://docs.fusioncore.us/end-user-guides/products/product-system-category/index.md): Product System Categories tailor the UI and system behavior to the type of product you are working with, and can be extended beyond the standard categories.
- [Product Config Metadata Fields](https://docs.fusioncore.us/end-user-guides/products/product-system-category/product-config-metadata-fields.md): Below is a quick reference for all of the fields on the Product Config metadata type (usage, purpose, help text)
- [Benefit Allocations Overview](https://docs.fusioncore.us/end-user-guides/products/benefit-allocations/index.md): Manage and distribute member or sponsor benefits in fusionCore, and configure the Product fields that control how many beneficiaries a purchase grants.
- [Setting Up Benefit Allocation on a Product](https://docs.fusioncore.us/end-user-guides/products/benefit-allocations/setting-up-benefit-allocation-on-a-product.md): Configure the Product fields that control how many beneficiaries a purchase grants and whether freed-up slots can be reused.
- [Creating Benefit Allocations](https://docs.fusioncore.us/end-user-guides/products/benefit-allocations/creating-benefit-allocations.md): Add beneficiaries to a Purchase Activity using the Add Benefit quick action.
- [Transferring Benefit Allocations](https://docs.fusioncore.us/end-user-guides/products/benefit-allocations/transferring-benefit-allocations.md): Move a benefit from one Contact to another using the Transfer Allocation action.
- [Ending Benefit Allocations](https://docs.fusioncore.us/end-user-guides/products/benefit-allocations/ending-benefit-allocations.md): Expire a beneficiary's allocation using the End Benefit quick action.
- [Carrying Over Benefit Allocations on Renewal](https://docs.fusioncore.us/end-user-guides/products/benefit-allocations/carrying-over-benefit-allocations-on-renewal.md): How active benefit allocations carry over automatically when a subscription renews.
- [Conditions Overview](https://docs.fusioncore.us/end-user-guides/products/conditions/index.md): Build reusable eligibility and pricing logic in fusionCore and attach it to price books, tax products, and renewal paths.
- [Creating a Condition](https://docs.fusioncore.us/end-user-guides/products/conditions/creating-a-condition.md): Create a Condition record and choose whether it uses Simple Condition Lines or a custom Apex class.
- [Simple Conditions](https://docs.fusioncore.us/end-user-guides/products/conditions/simple-conditions/index.md): Build no-code eligibility and pricing logic with Simple Conditions and their Condition Lines, then attach them to price books, tax products, or renewal paths.
- [Apex Conditions](https://docs.fusioncore.us/end-user-guides/products/conditions/apex-conditions.md): Create Apex Conditions that use custom Apex code for complex record-based logic in fusionCore.
- [Taxes Overview](https://docs.fusioncore.us/end-user-guides/products/taxes/index.md): The Taxes feature in fusionCore automatically calculates and applies basic taxes during Order Entry, based on each product's taxable status and configurable rules.
- [Marking a Product as Taxable](https://docs.fusioncore.us/end-user-guides/products/taxes/marking-a-product-as-taxable.md): Flag a product as taxable so fusionCore charges tax on it automatically during Order Entry.
- [Tax Products](https://docs.fusioncore.us/end-user-guides/products/taxes/tax-products.md): Create a tax product in fusionCore to define the percentage or flat-rate tax the engine applies to taxable items during Order Entry.
- [Setting Up the Default Tax Product](https://docs.fusioncore.us/end-user-guides/products/taxes/setting-up-the-default-tax-product.md): Set a fallback tax product on a Business Unit so fusionCore always has a tax to apply when no condition-matched tax product is found.
- [Discount Codes Overview](https://docs.fusioncore.us/end-user-guides/products/discount-codes/index.md): Offer promotional codes that reduce the price of eligible products in fusionCore, with usage limits, eligibility rules, and tracking.
- [Creating a Discount Code](https://docs.fusioncore.us/end-user-guides/products/discount-codes/creating-a-discount-code.md): Steps to create a Discount Code record
- [Configuring and Adding Discount Codes to Products](https://docs.fusioncore.us/end-user-guides/products/discount-codes/configuring-and-adding-discount-codes-to-products.md): Adding your Discount Codes to Products
- [Removing Products from Discount Codes](https://docs.fusioncore.us/end-user-guides/products/discount-codes/removing-products-from-discount-codes.md): Removing products from a Discount Code
- [Paying with a Discount Code](https://docs.fusioncore.us/end-user-guides/products/discount-codes/paying-with-a-discount-code.md): Applying discount codes on an Order in Staff Payment and Portal
- [Product Troubleshooting](https://docs.fusioncore.us/end-user-guides/products/troubleshooting.md): Common problems with product set up, pricing, system categories, conditions, taxes, discount codes, and benefit allocations — what you see, why it happens, and how to fix it.
- [Orders and Opportunities Overview](https://docs.fusioncore.us/end-user-guides/orders/index.md): Track potential sales as Opportunities, turn them into billable Orders, add products, take and reverse payments, and apply account credit.
- [Opportunities Overview](https://docs.fusioncore.us/end-user-guides/orders/opportunities/index.md): Use Opportunities to track revenue-generating activities — membership renewals, sponsorships, event registrations, and fundraising — and convert them into Orders in fusionCore.
- [Creating New Opportunity Records](https://docs.fusioncore.us/end-user-guides/orders/opportunities/creating-new-opportunity-records.md): Create a fusionCore Opportunity, set its Account and Customer Type, and let fusionCore auto-fill the Primary and Billing Contact fields from the Account.
- [Opportunity to Order Conversion](https://docs.fusioncore.us/end-user-guides/orders/opportunities/opportunity-to-order-conversion.md): Use the Convert To Order quick action to turn a qualified fusionCore Opportunity — with an Account, Billing Contact, Customer Type, and at least one product — into an Order.
- [Orders Overview](https://docs.fusioncore.us/end-user-guides/orders/orders/index.md): Create Orders from Accounts, Contacts, and Opportunities in fusionCore, then take the accounting motions — payments, refunds, adjustments, write-offs, and voids — that drive an Order to completion.
- [Creating an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/creating-an-order.md): Create an Order from an Account, a Contact, or an Opportunity, then land on the Order Entry screen to add products.
- [Adding a Product to an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/adding-a-product-to-an-order.md): Use the Order Entry component to search for a product and add it to an Order as an order product.
- [Configuring Max Number of Products in Search](https://docs.fusioncore.us/end-user-guides/orders/orders/configuring-max-number-of-products-in-search.md): Set how many products appear in the Order Entry product-search dropdown with a Constant Custom Metadata record.
- [Order Statuses](https://docs.fusioncore.us/end-user-guides/orders/orders/order-statuses.md): A quick reference for the Order statuses in fusionCore — what each status means and what you can do while an Order is in it.
- [Posting an A/R](https://docs.fusioncore.us/end-user-guides/orders/orders/posting-an-a-r.md): Turn an Order into an Invoice in fusionCore. Posting an Accounts Receivable activates the Order and records the money owed as an Accounts Receivable Financial Event.
- [Paying on an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/paying-on-an-order/index.md): Take a payment on an Order in fusionCore as a staff user or a Portal member, and auto-fill the payment amount with the Total Balance Due.
- [Refunding an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/refunding-an-order.md): Issue a refund in fusionCore from the original Payment Financial Event using the Refund quick action.
- [Adjusting an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/adjusting-an-order.md): Adjust a posted Invoice Order in fusionCore using the Adjust Invoice quick action to correct an overcharge or similar change.
- [Writing off an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/writing-off-an-order.md): Write off the remaining balance on a partially paid Invoice in fusionCore using the Write-Off quick action.
- [Voiding an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/voiding-an-order.md): Void a posted but unpaid Invoice in fusionCore using the Void Invoice quick action to cancel all Accounts Receivable transactions.
- [Account Credit](https://docs.fusioncore.us/end-user-guides/orders/account-credit/index.md): Track credit balances as Credit records, create them by refunding to Account Credit, and apply them as a payment method on future orders.
- [Financial Events](https://docs.fusioncore.us/end-user-guides/orders/orders/financial-events.md): A Financial Event is the per-transaction ledger record fusionCore creates for each accounting motion on an Order — a payment, refund, void, and more — along with its detailed Financial Event Lines.
- [Opportunity Products Overview](https://docs.fusioncore.us/end-user-guides/orders/order-opportunity-products/index.md): Add products to an Opportunity with the Opportunity Products button so you can price a potential sale before converting it to an Order.
- [Adding an Opportunity Product](https://docs.fusioncore.us/end-user-guides/orders/order-opportunity-products/adding-an-opportunity-product.md): Use the Opportunity Products button to search for a product and add it to an Opportunity.
- [Purchase Activities Overview](https://docs.fusioncore.us/end-user-guides/orders/purchase-activities/index.md): Purchase Activities record what a customer bought and drive the subscription lifecycle — renewals, cancellations, and membership tracking.
- [Miscellaneous Purchase Activities](https://docs.fusioncore.us/end-user-guides/orders/purchase-activities/miscellaneous-purchase-activities.md): Miscellaneous Purchase Activities record the sale of non-subscription products and let you assign benefits.
- [Installments Overview](https://docs.fusioncore.us/end-user-guides/orders/installments/index.md): Split an Order's balance into scheduled charges, where each installment is a Financial Event you can revise, pay, or auto-charge.
- [Enabling Installments](https://docs.fusioncore.us/end-user-guides/orders/installments/enabling-installments.md): Control which products can be split into installments using the Allow Installments checkbox, which is checked by default.
- [Creating Installments](https://docs.fusioncore.us/end-user-guides/orders/installments/creating-installments.md): Schedule an installment plan on an Order using the Manage Installments component, either by frequency or by number of installments.
- [Revising Installments](https://docs.fusioncore.us/end-user-guides/orders/installments/revising-installments.md): Regenerate an installment plan on an Order, and understand what happens to pending, failed, and succeeded installments.
- [Installment Financial Events](https://docs.fusioncore.us/end-user-guides/orders/installments/installment-financial-events.md): Understand how installments are stored as Financial Events, the Payment event produced on collection, and the Order fields that roll them up.
- [Manually Paying for an Installment](https://docs.fusioncore.us/end-user-guides/orders/installments/manually-paying-for-an-installment.md): Collect a single pending installment on demand with the Pay Financial Event quick action.
- [Metadata Settings for Installments](https://docs.fusioncore.us/end-user-guides/orders/installments/metadata-settings-for-installments.md): Configure the defaults that seed the Manage Installments screen, plus the constants that control installment spacing and batch sizing.
- [Auto-Charge Overview](https://docs.fusioncore.us/end-user-guides/orders/auto-charge/index.md): Charge scheduled installment payments automatically each day against the saved payment method on each installment, with no further input from staff or portal users.
- [Configuring Auto-Charge](https://docs.fusioncore.us/end-user-guides/orders/auto-charge/configuring-auto-charge.md): Schedule the daily Auto-Charge batch job, set the saved payment method on installments, and tune the metadata that controls retries and batch size. Admins only.
- [Updating Auto-Charge Payment Method](https://docs.fusioncore.us/end-user-guides/orders/auto-charge/updating-auto-charge-payment-method.md): Replace the saved Wallet Item on an Installment Plan and reassign it to the installments that are still chargeable, so future Auto-Charge runs use the new card or bank account.
- [Orders and Opportunities Troubleshooting](https://docs.fusioncore.us/end-user-guides/orders/troubleshooting.md): Common problems with Opportunities, Orders, payments, refunds, adjustments, write-offs, voids, product search, installments, auto-charge, and Account Credit — what you see, why it happens, and how to fix it.
- [Subscriptions Overview](https://docs.fusioncore.us/end-user-guides/subscriptions/index.md): How fusionCore manages recurring memberships and subscription products — plans, subscription purchase activities, renewals, and the start date updater.
- [Subscription Plans Overview](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-plans/index.md): Configure how a subscription's term and renewal behave by choosing an Anniversary or Calendar Subscription Plan.
- [Anniversary Subscription Plans](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-plans/anniversary-subscription-plans.md): Create an Anniversary Subscription Plan, a subscription that lasts a set number of months from each subscriber's individual start date.
- [Calendar Subscription Plans](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-plans/calendar-subscription-plans.md): Create a Calendar Subscription Plan, a subscription whose term ends on a fixed month and day shared by every subscriber.
- [Linking Plans to Products](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-plans/linking-plans-to-products.md): Link a Subscription Plan to a product with a Product Subscription Plan record, and set the default plan used at renewal.
- [Subscription Purchase Activities](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-purchase-activities.md): How subscription Purchase Activities are created from activated Orders, the key fields they carry, and how to renew, cancel, and track them.
- [Membership Info on Account/Contact](https://docs.fusioncore.us/end-user-guides/subscriptions/membership-info-on-account-contact.md): How membership details roll up from membership Purchase Activities onto the related Account and Contact, and a reference for each field.
- [Advanced Joins](https://docs.fusioncore.us/end-user-guides/subscriptions/advanced-joins.md): Let members who join late in a Calendar subscription term roll into the next full term, optionally with a prorated top-up for the remaining days.
- [Subscription Cancellation](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-cancellation.md): Cancel a subscription so it does not renew, from a Purchase Activity record or the portal, and understand what fusionCore changes and removes.
- [Subscription Renewal Overview](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-renewal/index.md): How fusionCore renews subscriptions automatically with a nightly batch job, and how to configure the job and renewal paths.
- [Configuring the Batch Job](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-renewal/configuring-the-batch-job.md): Schedule the SubscriptionRenewalBatch renewal job, tune its batch size, and understand what makes a Purchase Activity eligible for renewal.
- [Renewal Paths](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-renewal/renewal-paths.md): Use Renewal Path records to control which product a subscription renews into, with priority-ordered, optionally conditional rules.
- [Subscription Start Date Updater](https://docs.fusioncore.us/end-user-guides/subscriptions/subscription-start-date-updater.md): A nightly batch job that rolls a stale Subscription Start Date forward to today on Open or Draft quote order lines for subscription products that have not started yet.
- [Subscriptions Troubleshooting](https://docs.fusioncore.us/end-user-guides/subscriptions/troubleshooting.md): Common problems with subscription plans, renewals, memberships, cancellation, and the start date updater — what you see, why it happens, and how to fix it.
- [Portal Overview](https://docs.fusioncore.us/end-user-guides/portal/index.md): How the fusionCore Portal is built on Salesforce Experience Cloud, the two-package model behind it, and where to start configuring it.
- [Setting Up a Portal Site](https://docs.fusioncore.us/end-user-guides/portal/setting-up-a-portal-site.md): Set up the Experience Cloud site that hosts your fusionCore portal components.
- [Enabling Guest Portal Users](https://docs.fusioncore.us/end-user-guides/portal/enabling-guest-portal-users.md): Enable and secure guest (unauthenticated) access to your fusionCore portal site.
- [Enabling Authenticated Portal Users](https://docs.fusioncore.us/end-user-guides/portal/enabling-authenticated-portal-users.md): Enable logged-in members to access your fusionCore portal site and assign their permissions.
- [Creating Portal Site Pages](https://docs.fusioncore.us/end-user-guides/portal/creating-portal-site-pages.md): Build pages in Experience Builder and place fusionCore components on your portal site.
- [My Profile](https://docs.fusioncore.us/end-user-guides/portal/my-profile.md): Build a portal profile page from FS Portal - Profile Section components that let members view and edit their own Account and Contact data.
- [Wallet Item Page](https://docs.fusioncore.us/end-user-guides/portal/wallet-item-page.md): Place the fusionCore: Wallet Items component on a portal page, and see how members add and manage their saved payment methods.
- [Checkout (LWC) Overview](https://docs.fusioncore.us/end-user-guides/portal/checkout-lwc/index.md): How the fusionCore Portal checkout page is built from managed and unmanaged components, how it reads the Order from the URL, and where to go to configure it.
- [Configuring the Business Unit's Portal Checkout URL](https://docs.fusioncore.us/end-user-guides/portal/checkout-lwc/configuring-the-business-units-portal-checkout-page.md): Set the Portal URL and Portal Checkout Page Path on a Business Unit so fusionCore can build the checkout link for each of its Orders.
- [Configuring Field Sets for Portal Checkout](https://docs.fusioncore.us/end-user-guides/portal/checkout-lwc/configuring-field-sets-for-portal-checkout.md): Choose which Order and Financial Event fields appear at Portal checkout by editing the field sets named in the Portal checkout Constant records.
- [Payment Confirmation](https://docs.fusioncore.us/end-user-guides/portal/checkout-lwc/payment-confirmation.md): Set up the managed Payment Confirmation component so Portal users see a receipt after a successful payment, including how to point it at the receipt URL field.
- [Checkout (Aura) — Legacy](https://docs.fusioncore.us/end-user-guides/portal/checkout-lwc/checkout-aura.md): The legacy Aura-based Portal checkout, retained for older fusionCore sites. New sites use the LWC checkout instead.
- [Roster Settings](https://docs.fusioncore.us/end-user-guides/portal/portal-order-page-roster-settings/roster-settings.md): Understand the FS Roster accelerator and the Roster_Setting__c records that drive a member's portal order and payment lists, then create those records with Apex.
- [Portal Order Page](https://docs.fusioncore.us/end-user-guides/portal/portal-order-page-roster-settings/portal-order-page.md): Add the FS Roster accelerator component to a portal page, point it at a Roster_Setting__c record, and style the table — render action links as buttons and improve spacing.
- [Subscription Hub Overview](https://docs.fusioncore.us/end-user-guides/portal/subscription-hub/index.md): The Subscription Hub lets a portal user manage all of their subscriptions from one place — renewing, managing benefits, and cancelling — with visibility and management controlled per subscription product.
- [Setting Up the Subscription Hub](https://docs.fusioncore.us/end-user-guides/portal/subscription-hub/setting-up-the-subscription-hub.md): Place the Subscription Hub and its companion components on a portal page, and configure each subscription product's visibility and management settings.
- [Managing Benefit Allocations for Subscription Hub](https://docs.fusioncore.us/end-user-guides/portal/subscription-hub/managing-benefit-allocations-for-subscription-hub.md): How a portal user allocates a subscription's benefits to other contacts on their account, including adding a new contact and assigning benefits from the Subscription Hub.
- [Managing and Renewing Subscriptions in Subscription Hub](https://docs.fusioncore.us/end-user-guides/portal/subscription-hub/managing-and-renewing-subscriptions-in-subscription-hub.md): How a logged-in portal user views their subscriptions in the Subscription Hub, manages an individual subscription, and renews one that has a renewal order.
- [Manage Benefits Page](https://docs.fusioncore.us/end-user-guides/portal/subscription-hub/manage-benefits-page.md): Place the FS Portal - Manage Benefits component on a portal page so members can assign a subscription's benefits to other contacts on their account.
- [Cancel Subscription](https://docs.fusioncore.us/end-user-guides/portal/subscription-hub/cancel-subscription.md): Place and configure the FS Portal - Cancel Subscription component so portal users can cancel a subscription's renewal from the Subscription Hub.
- [Portal Troubleshooting](https://docs.fusioncore.us/end-user-guides/portal/troubleshooting.md): Fast symptom-to-fix reference for the fusionCore Portal: setup, checkout, roster, the Subscription Hub, wallet items, and cancellation.
- [Reports](https://docs.fusioncore.us/end-user-guides/reports/index.md): OOTB fusionCore reports allow for one to run reports on the various fusionCore objects such as Financial Events and Payment Provider Events. The below reports are sorted by report folder.
- [Accelerators Overview](https://docs.fusioncore.us/end-user-guides/accelerators/index.md): Add-on packages that extend fusionCore beyond the base product — install separately, configure, and use alongside your org.
- [Lockbox for fusionCore](https://docs.fusioncore.us/end-user-guides/accelerators/lockbox-for-fusioncore.md): Import a bank lockbox file and automatically apply the payments it lists to matching fusionCore Orders and installments.
- [Transaction Generator](https://docs.fusioncore.us/end-user-guides/accelerators/transaction-generator.md): Define reusable Journal Entry Rules that auto-generate double-entry Transaction records, with a fusionCore-specific rule set and Financial Period close workflow.
- [Email Flows](https://docs.fusioncore.us/end-user-guides/accelerators/email-flows.md): Pre-built flows that email a payment receipt or a failed auto-charge alert to a customer's billing contact.
- [Affiliations for Base Salesforce](https://docs.fusioncore.us/end-user-guides/accelerators/affiliations-for-base-salesforce.md): Model many-to-many relationships between Accounts and Contacts that standard Salesforce can't capture natively.
- [Contact User Sync for Base Salesforce](https://docs.fusioncore.us/end-user-guides/accelerators/contact-user-sync-for-base-salesforce.md): Keep a Contact's fields in sync with its related User record, and expose User fields as custom SSO attributes.
- [Google and Apple Wallet](https://docs.fusioncore.us/end-user-guides/accelerators/google-apple-wallet.md): Issue digital membership passes to Apple Wallet and Google Wallet directly from Salesforce.
- [New User Registration](https://docs.fusioncore.us/end-user-guides/accelerators/new-user-registration.md): Guide a new contact through portal self-registration, matching or creating their Account and blocking duplicates.
- [Roster](https://docs.fusioncore.us/end-user-guides/accelerators/roster.md): Give portal users a configurable table to view and edit a defined set of records, such as their organization's other users.
- [Custom Header and Footer](https://docs.fusioncore.us/end-user-guides/accelerators/custom-header-and-footer.md): A starting header and footer component pair for a community or portal, ready for a developer to theme.
- [Health Checker](https://docs.fusioncore.us/end-user-guides/accelerators/health-checker.md): Define and run configurable checks against your org's data and configuration, on demand or on a schedule.
- [fusionSpan Common Base Library](https://docs.fusioncore.us/end-user-guides/accelerators/fusionspan-common-base-library.md): A shared library of reusable Apex utilities and Lightning components other accelerators depend on.
- [Developer Guide Overview](https://docs.fusioncore.us/developer-guide/index.md): Orientation for developers building on fusionCore: the package model, coding standards, and the shared infrastructure to build on.
- [Coding Standards](https://docs.fusioncore.us/developer-guide/coding-standards.md): The coding conventions every fusionCore contributor follows: clean code, review readiness, API versions, and metadata naming for managed and unmanaged packages.
- [Logging](https://docs.fusioncore.us/developer-guide/logging.md): Structured logging with FCORE_BASE.Logger: log levels, the commit-by-DML vs commit-by-platform-event choice, and the canonical try/catch pattern.
- [Caching](https://docs.fusioncore.us/developer-guide/caching.md): Prevent duplicate SOQL with FCORE_BASE.CacheService: the per-transaction record cache, relationship caching with QueryUnit, and cache invalidation.
- [DB Classes](https://docs.fusioncore.us/developer-guide/db-classes.md): Wrap per-object queries in db/ DB classes that declare their fields once and delegate to FCORE_BASE.CacheService, so every consumer in a transaction shares one cached query.
- [Utility Functions](https://docs.fusioncore.us/developer-guide/utility-functions.md): The shared FCORE_BASE collection, validation, describe, and LWC helpers fusionCore code reaches for constantly.
- [Trigger Framework](https://docs.fusioncore.us/developer-guide/trigger-framework.md): Build, register, order, and selectively disable metadata-driven Apex triggers in the fusionCore Platform package.
- [Event Framework](https://docs.fusioncore.us/developer-guide/event-framework.md): The fusionCore in-memory event framework: how packages define hooks and register handlers that run synchronously when an event fires.
- [Services](https://docs.fusioncore.us/developer-guide/services.md): The fusionCore service classes that bundle common multi-step tasks across the Platform, Commerce, and Subscriptions packages.
- [Introduction](https://docs.fusioncore.us/api-reference/introduction.md): fusionCore REST API — purpose, authentication, base URL, versioning
- [Create Order](https://docs.fusioncore.us/api-reference/endpoint/order-create.md): Creates a new Salesforce Order via the fusionCore Commerce service layer. Returns the created Order's Salesforce Id and the fusionCore Order UUID.
- [Add Order Item](https://docs.fusioncore.us/api-reference/endpoint/order-item-add.md): Adds a new line item (Order Product) to an existing Order. The product must have a configured System Category and a matching `FCORE_PAY__Product_Config__mdt` record so that the appropriate Order Item config class can be instantiated. Subscription products may include `subscriptionPlanId`, `startDate…
- [Delete Order Item](https://docs.fusioncore.us/api-reference/endpoint/order-item-delete.md): Deletes an existing Order Item by its Salesforce Id. The Id is taken from the URL path.
- [Generate Renewal Orders](https://docs.fusioncore.us/api-reference/endpoint/order-renewal.md): Generates renewal orders from one or more sets of Purchase Activity Ids. Each entry in `purchaseActivities` corresponds to a single renewal order; all the Purchase Activity Ids inside a single set are rolled up into that one renewal order. Internally fires the `GenerateRenewalOrder` Service Layer ev…
- [Cancel Subscription](https://docs.fusioncore.us/api-reference/endpoint/subscription-cancel.md): Cancels one or more subscription renewals. Each entry in `cancelRequests` identifies a Purchase Activity to cancel and the type of cancellation to apply. Internally fires the `CancelSubscription` Service Layer event.
- [Create an order](https://docs.fusioncore.us/api-reference/order/create-an-order.md): Creates a new Salesforce Order via the fusionCore Commerce service layer. Returns the created Order's Salesforce Id and the fusionCore Order UUID.
- [Add an order item](https://docs.fusioncore.us/api-reference/order-item/add-an-order-item.md): Adds a new line item (Order Product) to an existing Order. The product must have a configured System Category and a matching `FCORE_PAY__Product_Config__mdt` record so that the appropriate Order Item config class can be instantiated. Subscription products may include `subscriptionPlanId`, `startDate…
- [Delete an order item](https://docs.fusioncore.us/api-reference/order-item/delete-an-order-item.md): Deletes an existing Order Item by its Salesforce Id. The Id is taken from the URL path.
- [Generate renewal orders](https://docs.fusioncore.us/api-reference/order-renewal/generate-renewal-orders.md): Generates renewal orders from one or more sets of Purchase Activity Ids. Each entry in `purchaseActivities` corresponds to a single renewal order; all the Purchase Activity Ids inside a single set are rolled up into that one renewal order. Internally fires the `GenerateRenewalOrder` Service Layer ev…
- [Cancel subscription renewals](https://docs.fusioncore.us/api-reference/subscription-cancellation/cancel-subscription-renewals.md): Cancels one or more subscription renewals. Each entry in `cancelRequests` identifies a Purchase Activity to cancel and the type of cancellation to apply. Internally fires the `CancelSubscription` Service Layer event.

## OpenAPI Specs

- [openapi](https://docs.fusioncore.us/api-reference/openapi.json)