Help and Support Center

Back to home

Help and Support Center

Accounts Receivables

Accounts Receivables

Create Invoices, Payments, Prepayments, Finance Charges, Credit Memos, send Statements and facilitate our E-Invoice and Auto-Billing

Accounting Tutorials

How to delete an invoice and uncomplete and unschedule a service

How to Change the Tax Level

How to Change a Billing Address

Ready to Invoice Service Status 8.0

Do Not Invoice

How to use the Batch Invoice Screen

Creating Invoices from Services on the Job Screen

How to Export an Invoice or Payment to Quickbooks Desktop

Enter a Payment (Check Number #)

Credit Memo/Quick Credit - Refund

Print Credit Memo Report

Auto-Bill

Statement and Receipt Basics

See more

Job Specific Accounting

Billing by Service vs Contract Billing

Arborgold Prepayment terms, how to integrate on your proposal form and operate

Contract Billing

Accepting Prepayments & Deposits

Delete Prepayments and Prepayment Usage

See more

AR - Credit Card Payments with Arborgold Payments

Arborgold Payments: Accepting Credit/Debit Cards and ACH at Low Rates

E-invoice Emailing Strategies

Customer Portal

Customer Portal Account Control

Customer Portal - service requests

Promoting the customer portal to your customers

Customer Portal Settings

How to create a portal administrator login

Registering for the Customer Portal

How to make a prepayment in the customer portal

Accepting a Proposal in the Customer Portal

Pay Invoice in the Customer Portal

See more