Billing overview: a tour

A tour of Billing overview in Arkon One: Automatic nightly invoicing driven by delivery, return and transfer tickets and the controls you will use most.

The steps, written out

1. Open Billing overview from the Billing and Finance section of the left menu.
2. Read the summary tiles at the top: Invoiced this month, Collected this month, Open receivables, Overdue, Rental run-rate / month.
3. Read each row: Invoice #, Customer, Type, Date, Due, Status.
4. Use the Record payment button at the top of the page.
5. Use the New invoice button at the top of the page.
6. Use the Run billing button at the top of the page.
7. Review the Revenue & cash — last 6 months section.
8. Review the Receivables ageing section.
9. Review the Recent invoices section.
10. Review the Last automatic billing run section.

Tip

Billing overview (Billing overview) is the landing page of Billing & Finance. It shows: All of them are under Billing & Finance: - Billing overview, Rental agreements, Invoices (view and PDF): Owner / Administrator, Office Manager, Accounts & Billing and Sales & Estimating.