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'Accounts Receivable' (AR) will allow Admins to accept and apply payments for Accounts within PCR-360.
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An optional Accounts Receivable (AR) flag can be set on each GLA format. This flag activates specific portions of the Accounts Receivable functionality.
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Select GLA Format
Click the 
button to open a list of the available GLA Formats from the application config. If any of the formats are enabled for AR, the list shows '(Accounts Receivable)'.
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Set a Primary Contact
The Primary Contact is the person responsible for a given GLA and is required on GLAs. If the GLA is created without a Primary Contact, then when a Payment is created, the resulting Charge will not have an owner and cannot be billed. Primary Contacts are required for Service Fees. The Primary Contact is also used as the "Bill to" person on Invoices (although the address is actually the Billing address on the GLA). Setting this will route Billing to that Contact as well as aid in quick identification of the primary point of contact. Simply select the Contact that should be Primary and click the
button. The Contact will now be set as 'Primary'.
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Columns: GLA, Type, Status, and Service Fee (NO HEADER ROW)
GLA: The full-text GLA Code. The Format must match PCR-360 GLA format
Type: The List Code for the AR_TYPE. String
Status: The List Code for the AR_STATUS. String
Service Fee: A numeric percentage Service Fee.
ar-invoices.csv
Columns: GLA, Invoice Number, Invoice Date, Due Date, Billed Amount, and Current Balance (NO HEADER ROW)
GLA: The full-text GLA Code. The Format must match PCR-360 GLA format
Invoice Number: Number for this preloaded Invoice. This will be prepended with “PRE”.
Invoice Date: The date for this Invoice. Format: mm/dd/yyyy
Due Date: The due date for the Invoice. This is used to calculate the monthly account balances Format: mm/dd/yyyy
Billed Amount: Dollar amount billed to this Invoice. Numeric format (no dollar sign or commas)
Current Balance: Dollar amount left to this Invoice. This is used to calculate the monthly account balances. Numeric format (no dollar sign or commas)
Account Management Report
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An Invoice is similar to the GLA View on a Bill for a specific GLA. The Invoice will show all the Charges for a specific account. When Accounts Receivable is enabled and the Account is an AR account, the Invoice has some extra features:
Recent Payments made during the Bill cycle
The balance due, and past due balances for 30, 60, 90, 120 days
A Remittance Coupon with a configurable return address
Payments
PCR-360 allows for reporting and tracking Payment activity against GLA balances. Once entered 'Payments' cannot be deleted only Voided or Reversed. For more information see: Payments
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'Payment Batches' are collections of Payments grouped together so they can be processed together. For more information see: Payment Batches
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