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Search Results for “billing”
33 articles found
CRM Settings Overview
Overview of the CRM Settings form covering all four configuration tabs for lead sources, activity types, ticket categories, and client tags.
CRM Menu & Navigation
Complete guide to the CRM menu in AccuArk's main menu bar, including all menu items, their functions, and required permissions.
Purchasing Analysis Reports
A complete guide to AccuArk's purchasing analysis reports, including Purchasing Summary, Open Purchase Orders, Receiving Report, Backorders, and Ordered vs Received vs Billed views.
Loading Company and Customer Addresses for Envelopes
How to auto-fill envelope addresses from your company settings and customer records instead of typing them manually.
Recurring Bill Schedules Overview
An overview of recurring bill schedules in AccuArk, including how to open the schedule form, what schedule components are available, how auto-generation works, and the maximum bills limit.
Schedule Pattern Types
A detailed guide to all nine recurring bill schedule patterns in AccuArk, including Monthly (Specific Day), Every N Days, Weekly, Every N Weeks, Every N Months, Every N Years, Biweekly/Semimonthly, Quarterly, and Last Day of Month.
Getting Started with Complex Invoicing
A comprehensive overview of AccuArk's full-lifecycle invoicing system covering invoice creation, order statuses, payments, deposits, customer approval, delivery confirmation, team assignments, work orders, recurring invoices, credit limits, multi-location fulfillment, and the recommended setup order.
Navigating the Invoice Form
A complete guide to every area of the AccuArk invoice form, including the main toolbar, toolstrip buttons, order status dropdown, header fields, line items grid, financial summary, notes and terms, and the Assigned Teams tab.
Viewing Recurring Invoice History
Learn how to view the generation history for recurring invoice templates, including how to access the history log, what fields are displayed, how to interpret email statuses, common use cases for the history log, and how template-level counters provide a quick summary.
Emailing Invoices and Packing Slips
Learn how to send invoice PDFs and packing slip PDFs directly to customers from the invoice form, including email configuration, prerequisites, the email flow, and troubleshooting common issues.
Getting Started with Inventory & Stock Management
A complete overview of AccuArk's inventory and stock management module, including all features, recommended setup order, multi-location architecture, and a quick-start checklist.
Creating a Purchase Order
A complete walkthrough of the purchase order form in AccuArk, including vendor selection, location scoping, adding items, receiving options, totals, and save workflows.
Managing Vendors
A complete guide to the vendor browser and vendor form in AccuArk, covering all fields, tabs, contact information, purchase order history, bills, payments, and vendor status management.
Vendor Credit and Payment Forms
A field-by-field guide to the three vendor credit forms in AccuArk: the Manage Negative Balance dialog for handling PO overpayments, the Apply Vendor Credit form for applying credits against purchase order bills, and the Credit Vendor Payments form for converting existing payments into vendor credits.
Why We Don't Store Your Payment Information
Learn why AccuArk uses Stripe and PayPal to handle payments instead of storing your credit card details on our servers.
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