Customers: a tour
A tour of Customers in Arkon One: 32 customers · 1 on credit hold and the controls you will use most.
The steps, written out
- Open Customers from the Sales and Customers section of the left menu.
- Narrow the list with the search box and filters (type, county, status, credit_hold).
- Read each row: Account #, Company name, Customer type, County, Status, Terms.
- Use the New customer button at the top of the page.
- Use Export to download the list as a spreadsheet or PDF.
Tip
Groups marked (required) cannot be switched off: Safety, inspections & handovers, Storm & weather alerts, Invoices & receipts and Account notices. Each contact can also choose what they are notified about in the portal (Team & notifications). The first method saved becomes the default. In this environment payments run in test mode: only the listed test card numbers and the test ACH routing number are accepted, and nothing real is charged (otherwise you get "Demo mode: please use one of the listed test card numbers."). The list of test numbers is under Test numbers. Owner / Administrator, Office Manager, Sales & Estimating and Accounts & Billing can create and edit customers.