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Search Results for “billing”
33 articles found
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
How to Update Your Billing Information
Learn how to update your credit card and billing details in your AccuArk© account.
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