Configure AR & Payment Solutions

Topics:

• AR Screen Overview
• Creating Accounts Receivable Sticky Filters on the Search Screen
• Export Accounts Receivable Data (Search Screen)
• View Customer Web Account Payments
• Creating Customer Payment Type Filters
• Search For and View Invoices by Orders
• Search For and View Invoices - By Companies
• View Open Invoices and Balances by Company
• View and Print Manually Created Invoices
• Download Invoiced Orders
• Download / Export Payments
• Attaching Files to Invoices
• Save Monthly Job Statement As a Customer File
• Commenting On Invoices
• Paying Customer's Open Invoices
• Paying for an Order on behalf of a Customer
• Void Payment and Roll Back Invoices
• Issue a Credit
• Issue a charge on a credit card
• Send an Invoice Manually by Email
• Enabling Short Pay for Customers (Global)
• Adding or Updating Short Pay Reasons (Global)
• Viewing Short Pay Reasons
• Enabling Schedule Pay (Global)
• Cancel a Customers Scheduled Payment
• Viewing Scheduled Payment Errors
• Find Scheduled Pay Errors (Global)
• Enable the Customer Deposit Feature (Company)
• Enable Customer Deposit Feature (Global)
• Finding Customer Deposit Transactions in the Operations Portal
• Set Batch Out Time
• Set Up ACH Credentials
• Set Up ACH Payment Methods (Company)
• Set Up ACH Payment Methods (Global)
• Enable Customer ACH Payments through Priority Payments
• ACH Payment Response Codes & ACH Notifications of Change
• Set Up Email Alerts - ACH Payment Returned by the Processor (Company)
• Set Up Email Alerts - ACH Payment Returned by the Processor (Global)
• Handling ACH Payments that are NSF
• Vault ACH Payment Method When Issuing a Charge
• NACHA ACH Compliance Requests
• Issue an ACH Credit to a Company
• Authorization for Direct ACH Payment & Sample Download
• Set Up Canadian EFT Payments (Global)
• Set Up Canadian EFT Payments (Company)
• Configure Canadian EFT Payment Credentials
• Set Up Credit Card Payment Methods (Company)
• Set Up Credit Card Payment Methods (Global)
• Priority Payments Merchant Processing Chargebacks
• Set Up CenPOS Credentials
• View Payment Attempts and Error Codes
• Set Up Converge Credentials
• Set Up Converge API User
• View & Download Credit Card Surcharges & Convenience Fees
• Card Payment Response Codes
• Set Up Email Alerts - Credit Status Change (Global)
• Set Up Email Alerts - Credit Status Change (Company)
• Set Up Email Alerts - Customer Commented on Invoice (Company)
• Set Up Email Alerts - Customer Commented on Invoice (Global)
• Set Up Email Alerts - Payment Made (Company)
• Set Up Email Alerts - Payment Made (Global)
• Set Up Email Alert - Scheduled Payment Error
• Customer Payments - Add, Edit, or Delete a Payment Method
• Customer Payments - Reset Card Payment Attempts
• Setting Payment Period for Last Day of Month as Start Date