You can modify all the settings for your account modules in one place, the Preferences page. To access the Preferences page, click your initials at the bottom of the left navigation panel > click Settings > and select Preferences.
Invoice Settings are configuration options for invoices created in AR Automation or your accounting system.
|Setting||Description||Accounting System Compatibility|
|Allow Duplicate Invoice Numbers||Allow duplicate invoice numbers in AR Automation. This setting is disabled by default for accounting systems that do not support this setting: Intacct, Xero, NetSuite.||All|
|Default Notes||Default notes for invoices created in AR Automation.||All|
|Default Terms||Default terms for invoices created in AR Automation. Terms and Notes are sections available to you for any details you would like to add to the invoice, like notes about payments or fees. The section will only show on an invoice if there is text in the field.||All|
|Use Accounting System PDF||Choose to display the invoice PDF generated in your accounting system instead of the AR Automation template. If enabled, the invoice PDF will be generated in the accounting system (using the accounting system invoice template) and imported into AR Automation.||All|
|Use Xero Invoice Template||Select the Xero invoice template used for invoices created in AR Automation. If enabled, you can select the invoice template on the invoice creation page.||Xero|
AR Automation has integrations with multiple accounting systems. Accounting Settings is a list of settings to configure your accounting setup, as well as customize the synchronization flow with your accounting system.
|Setting||Description||Accounting System Compatibility|
|Default Invoice Billing Contact||This setting is to determine who should receive cadence communication specific to invoices. This is specified on a customer or invoice level.||All|
|Allow Duplicate Account Numbers||Setting to allow customers to have duplicate account numbers in AR Automation.||All|
|Customer Status||Synchronize all or only Active customers from your accounting system.||All|
|Sync customers to Accounting System||Synchronize new customers created in AR Automation to your accounting system.||All|
|Sync Parent-Child Relationship||Synchronize customers' parent-child relationship from your accounting system.||All|
|Do not Sync to Accounting System||Setting allows you to exclude the following items from the accounting systems sync when they are created in AR Automation: customers, invoices, tax rates, items.||All|
|Do not Sync from Accounting System||Setting allows you to exclude the following items from the accounting systems sync to AR Automation: customers, invoices, tax rates, items, credit memos, invoice templates, sales rep, sales orders, etc.||All|
Settings that are only applicable to Intacct.
|Assign Intacct Customer ID||Use the Intacct ID as the account number for customers created in AR Automation.|
|Always create invoices on top level||Create invoices at the top level in Sage-Intacct instead of the entity.|
|Always create customers on top level||Create customers at the top level in Sage-Intacct instead of the entity.|
|Default Customer Billing Contact||The default customer billing contact will receive account level, non-invoice-based cadence communication, like statements. Choose between Display Contact or Bill to Contact.|
|Custom Multi-Entity Field||Use this field in Intacct to create a custom multi-entity structure between Intacct and AR Automation. Specify the Intacct field name in this setting to accomplish mapping.|
|Export Order Entry Invoice Type||Input the order entry invoice type that will be used for invoices exported to Intacct from AR Automation.|
|Import Customers' Attachments||If enabled, attachments on the customer and invoice levels will be imported from your Intacct account.|
|Check No/Doc No Field Mapping||Allows you to select whether you want to submit invoice number or payment reference number to record payments in Intacct.|
Settings that are only applicable to NetSuite.
|Default Subsidiary||Select the default subsidiary for new customers and invoices created in AR Automation.|
|Default Location||Select the default location for new customers and invoices created in AR Automation.|
Settings that are only applicable to Xero.
|Sync Invoices to Xero||Sync invoices created internally in AR Automation to Xero.|
Settings that are only applicable to QuickBooks Online.
|Sync Display Name with Accounting System||This setting allows you to customize the customer name independently of QuickBooks. The Display Name is visible to customers on payment links, the customer portal and statements.|
|Override Default Billing Contact||By default, the Default Billing Contact is imported from your accounting system. This setting allows you to set the Default Billing Contact in AR Automation. The Default Billing Contact is sent cadence communication and can be invited to the Customer Portal.|
Settings that are only applicable to QuickBooks Desktop.
|Sync Display Name with Accounting System||By default, the customer Display Name is only synced from QuickBooks the first time a customer is imported. This setting will keep the customer's Display Name in sync with QuickBooks. The Display Name is visible to customers on payment links, the customer portal and statements.|
|Use customer Tax Rate||This setting allows invoices created in AR Automation to use the default tax rate, as determined by QuickBooks, for the customer.|
|Disable email fallback for sub-accounts||When enabled, child (sub) accounts without an email address will not use the email from the parent account for cadences.|
|Use Invoice AR Account to record Payments||This setting is enabled by default to submit your payments to the invoice AR account in your QuickBooks Desktop account.|
Payment Settings helps you set up your AR account for processing transactions and configure Payment Gateway Integration capabilities.
|Enable Auto retry for Payments||When enabled, failed payments that were charged automatically will be retried 3 times over the next 72 hours.|
|Enable Partial Payments||Enable this setting to allow customers to make partial payments. Partial payments are not allowed when paying more than one invoice.|
|Submit Authorized ACH Payments to Accounting System||This setting will submit ACH payments to your accounting system once they are initiated, instead of waiting until they clear. Should an ACH payment fail, you will need to manually un-apply the payment in your accounting system.|
|Don't save payment methods||Once enabled, new payment methods will not be saved (tokenized) in AR Automation. The payment method will still be available in your BlueSnap vault.|
|Available Payment methods||Select which payment methods you'd like to allow your customers to use: CC Payments, ACH, SEPA, Local Bank Transfer, PayPal, Mobile Wallets (Google/Apple Pay).|
|Sync BlueSnap Vaulted Shoppers||This setting will sync "shoppers" created in BlueSnap as "customers" in AR Automation. A new customer record will be created and synced to the connected accounting system if the shopper is not already linked to a customer in AR Automation.||BlueSnap|
|Sync Vaulted Shoppers as Prospects||Sync BlueSnap "shoppers" as "prospects" instead "customers". Prospects are not synced with accounting systems.||BlueSnap|
|Sync Payment Methods with BlueSnap||This setting will sync updated payment methods between BlueSnap and AR Automation.||BlueSnap|
|Sync Payments with BlueSnap||Import payments from BlueSnap. The shopper must be linked to a customer record or an invoice number must be provided in the Merchant Transaction ID metadata field.||BlueSnap|
|Sync Vaulted Shoppers as payment methods not linked to customers||Import payment methods to AR Automation even if they are not linked to the customer record in the AR account.||BlueSnap|
|Allow To Sync Payments Without Customer||Import payments from BlueSnap, even if there are no customers or invoices associated with the payment.||BlueSnap|
|Return and Refund Policy||Return and Refund Policy displayed on the payment receipt. Required if surcharge is enabled for the account.||BlueSnap|
|Payment Receipt Notes||Notes displayed on the payment receipt.||BlueSnap|
In Communication Settings you can make adjustments to your communications dispatch settings. The "Communication Type" column below indicates which communication type the setting applies to.
|Delivery Window||A delivery window is a time period when automatic communication can be sent by AR Automation. This allows you to restrict sending cadence communication on a specific days or times.||All|
|Auto Invite to Customer Portal||Automatically invite the customer to the Customer Portal when converting from a "Prospect" Note that this requires the default template to be selected.|
|Default Email Template for Auto Invite||The email template used when automatically inviting customers to the portal.|
|Default Mailing Contact||Select which contact should receive cadence letters, either Default Billing Contact or Shipping Contact.||Physical Letters|
|Letter Perforation Text||Text displayed below perforation line on mailed letters.||Physical Letters|
|Return Envelope Window Text||Text displayed right above return envelope window included in mailed letters.||Physical Letters|
|Custom Return Address||Use a custom return address for letters that overrides the company profile address.||Physical Letters|
|Enable Email Logging||Log inbound emails from customers (not available for SMTP server). Emails will be displayed in the Communication section on a Customer Record page.||Emails|
|Override manually assigned cadence||Allow cadence assignment rule to override manually assigned cadence.||All|
CRM settings allow you to set up accounts receivable automation capabilities with your Salesforce integration.
|CRM Sync Date||Synchronize CRM data from specified data forward.|
|Prospects Mapping||Select account types that should be imported as prospects into AR Automation.|
|Customers Mapping||Select account types that should be imported as customers into AR Automation.|
|User Mapping||Map your CRM Users to AR Automation Users.|
|Field that contains Accounting System ID of an Account||Select CRM Account Field that contains the accounting system ID of an account. This is used to match customer records between Salesforce and your accounting system.|
|Override Ownership with Salesforce||Synchronize Salesforce customer ownership.|
Customer Portal settings allow you to customize the behavior of the customer portal as well as enable/disable Customer Portal access for your entire account.
|Display sub-accounts||Disable/enable displaying sub-account invoices on parent account payment pages (Pay Balance Link).|
|Hide $0 Invoices||Disable/enable displaying $0 invoices in the Customer Portal.|
|Hide Company Email||Disable/enable displaying the company email address on the Customer Portal login page.|
|Disable Email Auto Population||Disable/enable the automatic population of payment forms with the customer's email address taken from the *Default Billing Contact.|
|Display Auto-Pay Options||Display Enable/Disable Auto Payment options in the Customer Portal.|
|Disable Customer Portal||Disable/enable Customer Portal access for customers on the company account level. If access is disabled, all the mentions about the Customer Portal will be removed from the payment pages (login button, request access button, etc.).|
|Display Invoice Number field on Generic Payment Page||Enable/disable the display of the Invoice Number field on the Generic Payment Page. If disabled, the customer cannot specify the invoice number to automatically apply the payment.|
|Display Account Number field on Generic Payment Page||Enable/disable the display of the Account Number field on the Generic Payment Page.|
|Display Notes field on Generic Payment Page||Enable/disable the display of the Note field on the Generic Payment Page.|
|Display Currency field on Generic Payment Page||Enable/disable the display of the Currency field on Generic Payment Page. If not selected, a default company currency will be used.|
Updated 4 months ago