AR History

Pathway:   Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an in...

Pathway:  Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form).  Permissions The followin...

Pathway:  Accounts > Search > Accounts (AR History)  To generate an invoice for a customer, use the Invoice tool found in the customer's AR History. Invoices can be generated either for an individual site or for all sites associated with t...

Pathway:  Customer > Search > Accounts The View Details / Adjust Invoice tool provides a way to review all charges on an invoice and reduce the amount owed or credit an invoice entirely.  Adjustments can only reduce the invoice amoun...

Pathway:  Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjustme...

Pathway:  Accounts > Search > Accounts (AR History)   Permissions The following permissions are required to access an account and void, refund or apply a chargeback to a payment: Permission ID Permission Name 5     Vi...

Pathway:  Accounts > Search > Accounts  Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of payment ...