Manage your AR Account Settings

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

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

Accounting Settings

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

Accounting System: Intacct

Settings that are only applicable to Intacct.

Setting	Description
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.

Accounting System: NetSuite

Settings that are only applicable to NetSuite.

Setting	Description
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.

Accounting System: Xero

Settings that are only applicable to Xero.

Setting	Description
Sync Invoices to Xero	Sync invoices created internally in AR Automation to Xero.

Accounting System: QuickBooks Online

Settings that are only applicable to QuickBooks Online.

Setting	Description
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.

Accounting System: QuickBooks Desktop

Settings that are only applicable to QuickBooks Desktop.

Setting	Description
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

Payment Settings helps you set up your AR account for processing transactions and configure Payment Gateway Integration capabilities.

Setting	Description	Payment Gateway
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 Pending 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

Communication Settings

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.

Setting	Description	Communication Type
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.	Email
Default Email Template for Auto Invite	The email template used when automatically inviting customers to the portal.	Email
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: Salesforce

CRM settings allow you to set up accounts receivable automation capabilities with your Salesforce integration.

Setting	Description
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

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.

Setting	Description
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.