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Search Results for “billing”
33 articles found
Purchase Order Statuses and Billing
A complete reference for PO processing statuses, billing statuses, automatic bill creation, payment workflows, balance calculations, and handling negative balances from overpayments or returns.
How to Update Your Billing Information
Learn how to update your credit card and billing details in your AccuArk© account.
Managing Customer Addresses
How to manage shipping and billing addresses for customers, including adding, editing, and linking addresses to invoices.
Vendor Account Types and Addresses
How to create and manage vendor account types for classifying vendor relationships, and how to use multiple addresses per vendor for billing, shipping, and branch offices.
What Happens After My Trial Ends?
Your subscription continues automatically and your card is charged. Cancel before the trial ends to avoid charges.
Can I Upgrade or Downgrade My Plan?
Yes, change your plan anytime through your account portal. Upgrades take effect immediately.
Can I Cancel My Subscription?
Yes, cancel anytime through your account portal with no cancellation fees.
What Payment Methods Do You Accept?
We accept all major credit cards including Visa, MasterCard, American Express, and Discover.
Introduction to Customer Relationship Management
A complete overview of AccuArk's CRM system covering all ten customer tabs, activity tracking, sales pipeline, support tickets, task management, and the CRM dashboard.
Customer Profile and Information Tab
Detailed guide to the Customer Info tab covering all profile fields, CRM settings, credit settings, and account management options.
Customer Invoice History
How to view and manage a customer's invoice history, including status filters, summary totals, and creating new invoices from the customer form.
Customer Payments & Credits
Understanding the Payments & Credits tab, including payment history, credits on account, and how they relate to invoices and balances.
Support Tickets Overview
Understanding the support ticket system including the Tickets tab on the customer form, priority levels, status workflow, and visibility rules.
Creating & Managing Tickets
Step-by-step guide to creating support tickets, editing ticket details, managing status transitions, and using resolution notes.
Configuring Ticket Categories
How to set up and manage ticket categories for organizing support tickets by issue type, including default categories and customization options.
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