AR Account Management

Note: Your AR account tenders are created in the POS admin tool. You start with Cash and Credit Card preloaded.

Profile Tab

Select + Add from the AR Account Management homepage.
Fill out all required fields as indicated by an asterisk*
Agency Name and Code will autofill at top of page when entered.
If desired, enter Default Funding Start Date & Default Funding End Date by selecting in the field for calendar. Clear by selecting the 'x' next to the field.
Select or Deselect “No limit” & “Tax Exempt” checkboxes as needed.
Enter Tax Exempt Code if applicable.
Enter Comments
Enter Contact Phone and Contact Email
Select Save
Upon Save, a new tab appears called “Customers”

Field	Definition	Field	Definition
Account Code	Account code for the Agency, displays at top of page in parentheses upon entering (26 character limit)	Tax Exempt	Check box if the account is Tax Exempt.
Agency Name	Agency Name, displays at top of page upon entering (80 character limit)	Tax Exempt Code	Enter Tax Exempt code
Default Funding Start Date/End Date	Select start and end date from the calendar that appears upon selection within field.	Tender	Select from dropdown what type of tender this is Account is.
Fund Type	Select from dropdown: Revolving or Expiring Revolving: Informational that this AR account is used over and over Expiring: Informational that this AR account expires	Comments	(256 character limit).
Type	Select from dropdown: Debit or Credit	Contact Address	Address to contact the Agency
Default Credit Limit	Enter the credit limit amount	Billing Address	Address to bill the Agency
No Limit	Check box if the Account has no limit. (Only available if Credit is selected and removes the Default Credit Limit box)	Contact Phone	Contact Phone Number
Default Account Balance	Enter desired default account balance.	Contact Email	Contact Email

In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.
When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.
Enter in the Start Date and End Date.
Enter the Credit Limit, this will update the Remaining Funds.
Customer Balance is editable and will update the Remaining Funds field to reflect this balance.
Select OK to close window.
To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
Save