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 to set, change, or clear the billing account on an individual request from the Billing tab, and what that account affects.
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.