Kavi� Billing Help
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Kavi� Billing Help

Table of Contents

I. Kavi Billing Concepts

1. Kavi Billing's Role in the Accounting Process
2. Billing Statuses
3. Payment Methods
4. Integration with other Applications

II. Kavi Billing FAQ

5. FAQ

III. Kavi Billing Account

6. Manage my Company's Account
7. Manage my Account
8. Pay a Bill (Public Pages)
9. Pay a Bill

IV. Kavi Billing Reports and Downloads

10. Account Balances Report
11. Bill Data Report
12. Account Activity History
13. Full Activity Log

V. Kavi Billing Admin Tools

14. Add a User Account
15. Add a Company Account
16. Manage an Account
17. Delete an Account
18. Add a Bill
19. Manage a Bill
20. Edit a Bill
21. Complete a Payment
22. Refund a Bill
23. Cancel a Bill
24. Delete a Bill
25. Send Template Email
26. Manage Templates
27. Add Template
28. Edit Template
29. Delete Template
30. View Overdue Notice Schedules

VI. Kavi Billing Super Admin Pages

31. Manage Organizational Properties
32. Manage Payment Methods
33. Schedule Overdue Notices
34. Automate New Accounts

VII. Appendixes

A. Configuring Kavi Billing for the First Time
B. Bill and Account Data

List of Figures

1.1. Kavi Billing in the larger accounting process
2.1. Billing Statuses
4.1. How Kavi Billing Works with Other Applications
A.1. Kavi Billing Setup Steps
B.1. Manage an Account Data
B.2. Manage a Bill Data

List of Tables

1.1. Kavi Billing and Accounting System Features
27.1. Template Variables
28.1. Template Variables
B.1. Account Data Fields
B.2. Bill Data Fields

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