D6. A/R Center

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Previous Step: Security Center

The A/R Center is utilized to manage outstanding balances.  This includes invoicing, paying balances, managing due dates, and scheduling the payments to be made on the due date utilizing cards-on-file.

Video Instruction

Please watch the video to learn about A/R Center. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Close Out and Over/Short Transactions.

When to Use

Some example uses of the A/R Center can include:

  • Managing due dates

  • Paying user balances

  • Sending invoices to multiple users

How to Apply

While learning how to utilize the A/R Center, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.

Please complete the following:

Create a transaction that will be paid later

Navigate to the A/R Center and familiarize yourself with the options

Practice Sending an invoice

Practice Paying Balances

Additional Resources

Here are helpful articles about the A/R Center for your reference:

Related Lessons

If you are interested in learning more, try completing these lessons:

Next Step: Close Out and Over/Short Transactions