Invoices: a tour

A tour of Invoices in Arkon One: what the page shows and the controls you will use most.

The steps, written out

1. Open Invoices from the Billing and Finance section of the left menu.
2. Narrow the list with the search box and filters (Invoice # or customer, type, from, to).
3. Read each row: Invoice #, Customer, Type, Date, Due, Status.
4. Switch to the All tab.
5. Switch to the Open tab.
6. Switch to the Overdue tab.
7. Switch to the Paid tab.
8. Use the New invoice button at the top of the page.
9. Use Export to download the list as a spreadsheet or PDF.

Tip

Accounts & Billing owns the whole Billing & Finance group: Billing overview, Rental agreements, Invoices, Payments, Collections & credit, Deposits, Billing runs, Finance reports, General ledger and Sales tax. In Administration it has Billing settings, the Audit log and Tax rates (the only role besides the Administrator that can edit them). - Draft: created but waiting for review. Not sent, not in the ledger, not counted as receivable. Press Approve & send to issue it.