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
Understanding the Order Status Workflow
A step-by-step explanation of how AccuArk processes order status changes, including validation gates for deposits and customer approval, inventory action execution, atomic transactions with full rollback, edit-lock behavior, and the status dropdown on the invoice form.
Configuring Order Statuses
Learn how to create and configure order statuses in AccuArk, including status names, grid colors, edit locks, inventory actions, deposit and approval gates, auto-advance behavior, and how to design a workflow that fits your business.
Using Line Item Notes
How to add, edit, and clear per-item notes on invoice line items, including internal notes and customer-facing notes that print on the invoice, with details on the Notes column indicators and the FrmLineItemNote dialog.
Stock Availability and Need-to-Order
How the Available and Need to Order columns on the invoice grid provide real-time inventory visibility, how permissions control access to these columns, and how multi-location fulfillment and purchase order generation connect to stock shortfalls.
Adding and Managing Line Items
How to add products and services to an invoice, edit quantities and prices, apply discounts and coupons, configure shipping charges, and understand the financial summary panel.
Saving, Closing, and Reopening Invoices
Learn how to save invoices, what happens when you close an invoice, how edit-locked statuses prevent changes, how to unlock invoices for corrections, and what data is preserved throughout the invoice lifecycle.
Understanding Invoice Types
Learn the difference between active invoices, closed invoices, and Point of Sale transactions in AccuArk, including how the IsClosed field and InvoiceType affect invoice behavior, editing, and reporting.
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.