Preferences

Set up and modify settings for your AR Automation account.

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.

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 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

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.).