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Search Results for "Billing"
Found 22 results
Create Your First Invoice
End-to-end tutorial for catalog, customer, and invoice creation.
…Customer code CUST-1001 Legal name Horizon Office Solutions Billing address Complete street, city, and postal code Tax ID Customer VAT/tax number (if applicable…Common Questions
Quick answers to the most common EGKits platform questions.
…e the Multitenancy Guide for topology details. --- How does billing work for SaaS subscriptions? Subscription billing is based on your plan tier, enabled module…Invoicing
Create, send, and track invoices with taxes and payments.
Invoicing
Create, send, and track invoices with taxes and payments.
Sales
Quotations, sales orders, delivery, and customer billing.
Sales Quotations, sales orders, delivery, and customer billing. Overview This guide covers sales workflows in EGKits SaaS V10. Follow the sections below for set…FAQ
Frequently asked questions about EGKits SaaS, billing, security, and operations.
Sales
Manage quotations, sales orders, delivery, and customer billing.
Accounts Receivable
Customer invoices, collections, and receivables.
…for setup, daily operations, and troubleshooting. Customer billing Configure Customer billing according to your operational policies. Validate outputs with a p…HealthCare Document Flow
Appointment, encounter, orders, claims — statuses via MudSelect edit forms; no MudMenu Approve/Reject Actions.
HealthCare Document Flow Clinical and billing documents use rich status enums mirrored in Blazor (Hc contracts). Status changes go through MudSelect on EntityTa…Legal Document Flow
Legal document/contract/matter/time-entry statuses with Submit and Approve buttons — no MudMenu; contracts use MudSelect status.
…galMatterStatus Intake, Active, OnHold, Closed, Registered, Billing, Archived Request LegalRequestStatus New, Triaged, Assigned, InProgress, Converted, Closed,…Services Document Flow
Subscription Activate/Suspend/Resume/Cancel and cancel-at-period-end; subscription invoice statuses — no MudMenu Actions.
…iodEnd=true and AutoRenew=false; cancel applies on the next billing boundary (GenerateInvoice / OpenNextPeriod). </details <details class="egk-flow-section" <su…Legal Services
Legal matters, documents, and client service tracking.
…th a pilot user group before enabling production approvals. Billing milestones Configure Billing milestones according to your operational policies. Validate out…Real Estate
Properties, leases, tenants, and maintenance.
…lot user group before enabling production approvals. Tenant billing Configure Tenant billing according to your operational policies. Validate outputs with a pil…Services
Service catalog, requests, and delivery coordination.
…user group before enabling production approvals. Completion billing Configure Completion billing according to your operational policies. Validate outputs with a…Login & Access Issues
Diagnostic guide for resolving authentication failures, MFA problems, session timeouts, and permission-denied errors in EGKits SaaS V10.
…FA and API key hygiene - Common Questions FAQ — account and billing answers - Audit Trail Guide — investigating access changesTenant Setup Tutorial
Hands-on tutorial for provisioning a new EGKits tenant, enabling modules, inviting administrators, and validating go-live readiness.
…e 1 --- --- Catalog Products and pricing Invoicing Customer billing Sales Quotations and orders General Ledger Financial posting Identity & Access Users and rol…Point of Sale
Counter sales, fast checkout, shifts, outlets, and receipt-connected selling.
AI Assistant
AI chat, prompt templates, functions, model configuration, agent plans, and usage analytics.
AI Assistant AI chat, prompt templates, functions, model configuration, and usage analytics. For statuses and Actions (agent plans Approve/R…Purchasing Document Flow
Purchase requisition through goods receipt and return — statuses, actions, approvals, and the Document flow timeline.
Purchasing Document Flow Purchasing documents use domain transition methods and status-gated Actions menus. Cross-document lineage uses the …Point of Sale
Counter sales, shifts, outlets, and receipt-connected selling.
Point of Sale Counter sales, shifts, outlets, and receipt-connected selling. Overview This guide covers point of sale workflows in EGKits Sa…EGKits SaaS V10
Release highlights for EGKits SaaS V10 including documentation platform, module enhancements, and platform-wide improvements.
EGKits SaaS V10 Release Notes Release date: July 2026 Platform version: 10.0 Documentation version: 10.0 EGKits SaaS V10 is a major platform…Sync & Integration Errors
Diagnostic guide for API failures, webhook delivery issues, import errors, and third-party system synchronization problems in EGKits SaaS V10.
Sync & Integration Errors This guide helps administrators and integration developers diagnose failures when EGKits exchanges data with exter…