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
The Team Captain Dashboard
Navigate the Team Captain Dashboard to view today's jobs, assigned invoices, upcoming schedules, and unresolved issues all in one place.
Tracking Job Progress
Use the progress log to record updates, issues, needs, and completion milestones on invoices, with color-coded entries and issue resolution tracking.
Work Orders for Field Teams
Understand the work order view that shows field teams everything they need to complete a job without exposing any financial data such as pricing, payments, or totals.
Scheduling Work for Teams
Schedule specific dates, times, and job descriptions for teams assigned to invoices, and view all scheduled work on the team calendar.
Assigning Teams to Invoices
Learn how to assign work teams to invoices for job fulfillment, manage global teams across locations, and coordinate multiple team assignments on a single invoice.
Auto-Advance After Delivery Confirmation
Learn how AccuArk's auto-advance feature automatically moves an invoice to the next configured status after delivery is confirmed, including how AutoAdvanceStatusId works, how to configure it in Order Status Settings, how normal status rules still apply, and what happens when auto-advance is not configured.
Confirming Delivery or Service Completion
Learn how to use AccuArk's delivery confirmation feature to formally record that goods were delivered or services were completed, including the confirmation dialog, item checklists, confirmation types, customer presence verification, and how data is stored in the delivery_confirmations table.
The Customer Approval Gate
Understand how AccuArk's customer approval gate prevents invoices from advancing to certain statuses until the customer has formally approved, including how the gate is configured, how approval statuses work, what happens when a transition is blocked, and example workflows that use approval gating.
Requesting Customer Approval
Learn how to use AccuArk's customer approval workflow to collect digital sign-offs before work proceeds, including using the Request Approval button, the FrmCustomerApproval dialog, signature capture, approval and rejection handling, and re-requesting after rejection.
How Deposit Gating Works
Learn how AccuArk's deposit gating system blocks order status transitions when a required deposit has not been collected, which statuses are blocked, and how to resolve gating to advance your invoices.
Collecting Deposits on Invoices
Learn how AccuArk's deposit system works, including location-level default percentages, the FrmCollectDeposit dialog, manual deposit overrides, and how collected deposits are tracked on the invoice.
Processing Refunds
Learn how to process full or partial refunds in AccuArk, including selecting payments to refund, refund amount validation, how refunds affect the invoice balance, and maintaining a complete audit trail.
Recording Payments on an Invoice
Learn how to record full or partial payments on invoices in AccuArk, including supported payment methods, payment fields, scheduling future payments, and how payments affect the invoice balance.
Viewing Invoice Status History
Learn how to view the complete status change audit trail for any invoice in AccuArk, including how to open the Status History form, understanding the grid columns, how history records are created within the same transaction as the status change, and practical use cases for audit trails and dispute resolution.
Status-Driven Inventory Actions
A detailed explanation of the four inventory action types available on order statuses in AccuArk: none, reserve, subtract, and release. Covers how reservations are created and released, how stock subtraction works with the BulkStockTransactionManager, audit trail records, service item and zero-quantity filtering, and the atomic transaction guarantee.