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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

A/R Center Guide

  • Updated:

The A/R Center shows the invoices of customers who have balances that need to be paid, have already been paid, or are now past due.

 

 

Instructions

  1. Navigate to Financial > A/R Center
    ar center
  2. Navigate through filters
    ar center filters
    • Due Date: Set a From and To date
    • Last Invoice: Input From and To dates here as well which will allow you to see the last invoices for a certain date range
    • Type: Select which type of invoice to see
    • Activity: Either use the search feature if you know the name of the activity or the session you are looking to include, or select activity from the drop-down menu
    • Activity Date: Allows you to put a start and end date for activities
    • Account: Search for individual names or groups so you can send an invoice to them or look at records
    • Rental Location: Select one or more facility locations
    • Rental Date: Date spans can be used as a search method to find invoices
    • Paid: Search in three ways in this category: All, Paid, or Unpaid
    • Card: Search in three ways in this category: All, Card, or No-Card
    • Items Per Page: Helps filter the number of invoices per page
  3. Results will populate as soon as you select your filters
  4. Click the checkbox(es) next to the results to apply an action
    check items
    • Note: If you want to select all results, click the top checkbox next to #.
  5. Navigate through the top menu buttons to choose an action
    ar center tools
    • Print Now: Print the invoice and send to the customer
    • Invoice Now: Send an invoice via email to the customer so they can submit payment
    • Card on File: Payment can process for the card that is saved on their file
    • Pay Now: Select to automatically open the payment screen so a transaction can process to receive payment
    • Bulk Edit: Click to make bulk edits to the selected transactions
    • Note: The Invoice Now, Card on File, and Pay Now tools also appear on individual items, on the far-right.
      tool buttons

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