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 invoice for.
Permissions
The following permissions are required to view the AR History screen:
| Permission ID | Permission Name |
| 5 | View Account |
| 6 | View Site |
| 41 | View AR History |
Aging Buckets
AR aging buckets categorize an account’s outstanding balances by time period.
Current: Displays the total deposit balance available.
1-30 Days: Displays the total balance amount for invoices 1-30 days past their due date.
31-60 Days: Displays the total balance amount for invoices 31 to 60 days past their due date.
61- 90 Days: Displays the total balance amount for invoices 61 to 90 days past their due date.
91-120 Days: Displays the total balance amount for invoices 91-120 days past their due date.
120+ Days: Displays the total balance amount for invoices more than 120 days past their due date.
Total: Displays the total balance amount across all aging buckets less the current amount.
Example using image shown above: 80.00 + 252.54 + 2,802.87 - 127.25 = 3,008.16
Export and Print
The option to print an invoice is available under the Statement drop down in the AR History tool.
Invoice
Select Invoice to generate an invoice for the account. When the Preview Invoice screen displays, enter the date the customer is to be billed through in the ‘Bill To Date’ field. Invoices can be generated for a single site or all sites under the account.
Auto Apply
Balance Write Off
In the event all attempts to collect payment on a past-due account are unsuccessful, the existing balance can be written off using the Balance Write Off tool. When a balance for an account is written off it is removed from the Accounts Receivable ledger of the billing company.
Wallet
Manage customer’s credit cards and bank account information for payments using the Wallet tool. In addition to managing payment information, this tool is also used to post payment and set up auto pay.
Limit to Open Items
By default, the AR History tool displays only Open Items. Deselect the Limit to Open Items check box to view a history of open and closed billing transactions.
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