📄️ Managing Billing Accounts
How to create, edit, and delete billing accounts in the Aeon web staff client, and how to see which users and requests each account is linked to.
📄️ Request Billing Tab
How to work the Billing tab on a photoduplication request — charges, payments, and invoices — all from the request detail view.
📄️ Billing Charges and Estimates
How charges build up on a request's Billing tab — the automatic estimate Aeon shows from your billing defaults, and how to add, edit, and remove charges by hand.
📄️ Payments and Refunds
How to record a payment against a request's balance, edit or delete a payment, and record a refund as a negative payment from the request's Billing tab.
📄️ Invoices and Outstanding Balances
How to generate, print, email, and delete an invoice on a request, and how to see every unpaid balance a researcher owes from their user record.
📄️ Service Packages
How to build reusable bundles of billing charges as service packages and apply them to a photoduplication request in one click.
📄️ Billing Defaults Configuration
Configure the fee schedule Aeon uses to price photoduplication requests — the format, service level, and shipping options patrons choose and what each one costs per billing category.
📄️ User Billing Category
Set a user's billing category to control how photoduplication and copy charges are calculated — for example, exempting a researcher from fees.
📄️ Associating Users with Billing Accounts
How to link a researcher to one or more billing accounts from their user record so those accounts are available when processing their requests.
📄️ Billing Account Selection on Requests
How a billing account is assigned to an individual request so its charges can be tracked against a grant, department, or sponsoring account.
📄️ Photoduplication Initialization
How to turn a request into a photoduplication (copy) order so its copy workflow is tracked separately from the physical item, and how to cancel or undo that workflow.