Complex Invoicing
Guides for invoice creation, order statuses, payments, deposits, customer approval, delivery confirmation, team assignments, work orders, recurring invoices, credit limits, and multi-location fulfillment
How to Use Quick Add in Invoices
Step-by-step instructions for using Quick Add to create new items when building invoices and sales orders.
Exporting Outstanding Invoices
How to export your open invoices from AccuArk to a CSV file, including the multi-row line item format, location filtering, and available columns.
Importing Outstanding Invoices
How to import open invoices into AccuArk from a CSV file, including the multi-row line item format, required fields, customer lookup, and location assignment.
Serial Numbers on Invoices
How to capture and manage serial numbers on invoice line items, including validation rules that prevent saving without required serial data.
Invoice Permissions and Best Practices
A comprehensive reference of all invoice-related permissions, typical role assignments for each user level, and best practices for designing workflows around order statuses, deposits, customer approval, teams, recurring invoices, and credit limits.
Creating Purchase Orders from an Invoice
Learn how to automatically generate purchase orders for invoice line items that exceed available stock, grouped by vendor, directly from the invoice toolbar using the Create PO feature.
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.
Creating Inventory Transfer Requests
Learn how to create and manage inventory transfer requests in AccuArk, including specifying source and destination locations, linking transfers to invoices, tracking the request lifecycle from pending through fulfillment, and using the inventory_transfer_requests table to maintain a complete audit trail of inter-location stock movements.
Multi-Location Inventory Fulfillment
Learn how AccuArk's MultiLocationFulfillmentService checks inventory availability across all business locations, accounts for reserved stock, suggests optimal transfer sources, and helps you fulfill customer orders without creating unnecessary purchase orders for items already in stock elsewhere.
How Credit Limit Enforcement Works
Understand how AccuArk's CreditLimitService calculates outstanding balances, evaluates proposed invoice totals against credit limits, handles hard enforcement blocks and soft enforcement warnings, and provides override options for authorized users during invoice processing.
Setting Up Customer Credit Limits
Learn how to configure credit limits on customer records in AccuArk, including setting the maximum outstanding balance, choosing between hard and soft enforcement, understanding the credit summary display, and managing permissions for viewing and overriding credit limits.
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.
How Automatic Invoice Generation Works
Understand how AccuArk automatically generates invoices from recurring templates on application startup, including the step-by-step generation process, frequency calculations, end date behavior, auto-email handling, error recovery, and how manual generation differs from the automatic process.
Managing Recurring Invoice Templates
Learn how to view, edit, deactivate, and manually generate invoices from recurring templates using the FrmRecurringInvoices management screen, including the template list grid, available actions, permission requirements, and the difference between deactivation and deletion.
Creating a Recurring Invoice Template
Learn how to create recurring invoice templates in AccuArk that automatically generate invoices on a schedule, including configuring frequency, customer, items, start and end dates, auto-email settings, and placeholder substitution.