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Search Results for “billing”
33 articles found
What Payment Methods Do You Accept?
We accept all major credit cards including Visa, MasterCard, American Express, and Discover.
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Yes, cancel anytime through your account portal with no cancellation fees.
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Yes, change your plan anytime through your account portal. Upgrades take effect immediately.
What Happens After My Trial Ends?
Your subscription continues automatically and your card is charged. Cancel before the trial ends to avoid charges.
CRM Menu & Navigation
Complete guide to the CRM menu in AccuArk's main menu bar, including all menu items, their functions, and required permissions.
CRM Settings Overview
Overview of the CRM Settings form covering all four configuration tabs for lead sources, activity types, ticket categories, and client tags.
Configuring Ticket Categories
How to set up and manage ticket categories for organizing support tickets by issue type, including default categories and customization options.
Creating & Managing Tickets
Step-by-step guide to creating support tickets, editing ticket details, managing status transitions, and using resolution notes.
Support Tickets Overview
Understanding the support ticket system including the Tickets tab on the customer form, priority levels, status workflow, and visibility rules.
Customer Payments & Credits
Understanding the Payments & Credits tab, including payment history, credits on account, and how they relate to invoices and balances.
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.
Managing Customer Addresses
How to manage shipping and billing addresses for customers, including adding, editing, and linking addresses to invoices.
Customer Profile and Information Tab
Detailed guide to the Customer Info tab covering all profile fields, CRM settings, credit settings, and account management options.
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.
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.
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