Enhanced interface

Set up payments for a recurring AR sales invoice

Use the Payment tab of a recurring AR sales invoice to set up how Intacct processes payments from the customer. You can set the payment method to automatically process payments. Intacct automatically fills in the Customer and Term fields.

Leaving the payment method set to None allows Intacct to process the AR sales invoice through your normal Accounts Receivable collection cycle.

Intacct processes payments for recurring AR sales invoices on the same date that it generates the AR sales invoice.

Set up offline payments

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Recurring AR sales invoices: List, View, Add, Edit

Go to Accounts Receivable > All > AR sales invoices > Recurring AR sales invoices.
Find the recurring AR sales invoice that you want to set up payments for.
Select Edit at the end of the row.
On the Payment tab, select the required payment method: Cheque, Credit card, Record transfer, or Cash.

After you select a payment method, Intacct displays additional fields related to that method.
If the payment method is credit card, select the Card type.
Select the Account type.
Select Pay in full or clear the selection and enter a partial Payment amount.

When payment is made, note the following:
- Payment is attempted at the time the recurring AR sales invoice is generated.
- Credits are not applied to payments made against recurring AR sales invoices.
- Term discounts are not applied to partial payments.
- Depending on the payment amount, the Payment status changes to either Paid or Partially paid after a successful payment attempt.
Select the Bank account or Undeposited funds account where you want Intacct to post the payment.
Select Save.

Go to Accounts Receivable > All > AR sales invoices > Recurring AR sales invoices.
Find the recurring AR sales invoice that you want to set up payments for.
Select Edit.
On the Payment tab, select the required payment method: Cheque, Credit card, Record transfer, or Cash.

After you select a payment method, Intacct displays additional fields related to that method.
If the payment method is credit card, select the Card type.
Select the Account type.
Select Pay in full or clear the selection and enter a partial Payment amount.

When payment is made, note the following:
- Payment is attempted at the time the recurring AR sales invoice is generated.
- Credits are not applied to payments made against recurring AR sales invoices.
- Term discounts are not applied to partial payments.
- Depending on the payment amount, the Payment status changes to either Paid or Partially paid after a successful payment attempt.
Select the Bank account or Undeposited funds account where you want Intacct to post the payment.
Select Save.