Accounts Receivables
Create Invoices, Payments, Prepayments, Finance Charges, Credit Memos, send Statements and facilitate our E-Invoice and Auto-Billing
Accounting Tutorials
- 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
- How to use the Batch Invoice Screen
- Auto-Bill
- Statement and Receipt Basics
- 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
Job Specific Accounting
AR - Credit Card Payments with Arborgold Payments
Customer Portal
- Customer Portal Settings
- How to create a portal administrator login
- Registering for the Customer Portal
- How to make a prepayment in the customer portal
- Customer Portal Account Control
- Customer Portal - service requests
- Accepting a Proposal in the Customer Portal
- Promoting the customer portal to your customers
- Pay Invoice in the Customer Portal