How to Create an A/R Account

The A/R Account add function allows the creation of new receivable customer accounts. An A/R account must be created for a customer, before an A/R invoice or A/R cash receipt can be created.

Use the following steps to create an A/R account:

1. Click on the Business tab, click Accounts Receivable, and select A/R Account Management.

2. Click on the Create A/R Account button.

3. In the A/R Account Add screen, enter the Account Number.

4. Enter the Account Name.

5. Click on the Type drop-down menu to select an option.

6. Click on the Tax Code drop-down menu to select an option.

7. Enter Address 1.

8. If applicable, enter Address 2.

9. If applicable, enter the City.

10. Click on the Country drop-down menu to select an option.

11. Click on the Province/State drop-down menu to select an option.

12. If applicable, enter the Postal/Zip Code and the Postal/Zip Code Ext.

13. If applicable, enter a Contact.

14. If applicable, in the Preferred Method section, select any one of the following radio buttons and enter the corresponding information: Email, Fax or Hard Copy (selected by default).

15. If applicable, enter the Phone number and Ext.

16. If applicable, enter Comments.

17. If applicable, select any of the following selection boxes: Statement Required and/or Miscellaneous.

18. If applicable, in the Documents section, upload new files.

Note: Refer to How to Upload a File for more information on how to use this feature.

19. Click on the Save button.