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 to a test user
Practice Paying Balances