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
Sign in to Recreation Management
Navigate to Financial, and then A/R Center:
Navigate through 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 an 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
Results will populate as soon as you select your filters
Click the checkbox or checkboxes next to the results to apply an action:
Note:
If you want to select all results, click the top checkbox next to the # symbol.
Navigate through the top menu buttons to choose an action:
Print Now: Print the invoice and send to the customer
Invoice Now: Send an invoice through email to the customer so they can submit payment
Card on File: Payment can be processed 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, in the Tools column.
