Accounts Receivable

Accounts Receivable settings are configured under the EPI CRM tab in Merchant 360. A Merchant 360 account is required to enable Accounts Receivable.

1. Log into Merchant 360.
   
2. In the Platforms section of the Dashboard, select the View EPI CRM tab.
   
3. Select a customer from the Customers screen.
   
4. On the Customer details screen, in the Customer Profile section, enable the AR Charge Allowed slider for prepayments.
   
5. Select the Edit customer button at the top right of the screen.
   
6. In the Account Receivable section, enter a Credit Limit amount in dollars and cents for the customer’s unsecure line of credit.
   
7. Click Save changes at the top right of the screen, then click Back to list.
   
8. On the Customer Profile screen, select the customer again and verify the Credit Limit has been added.
   

After configuring the required settings in Merchant 360, users can process Accounts Receivable transactions in Exatouch by performing the following:

1. From the Register, tap Order Details.
   
2. Select the search icon.
   
3. Select the customer from the list that displays, then tap Go To Order.
   
4. The customer’s profile displays along with the following additional fields:
   1. Current Balance – The customer’s unpaid balance.
   2. Available Credit – The customer’s available credit.
   3. Credit Limit – The customer’s maximum credit limit.
   4. Charge Allowed – Whether or not Accounts Receivable is enabled for this customer.

   

5. Add additional items to the order, if desired.
6. Tap Pay.
   
7. On the Pay screen, tap On Account to apply charges to the customer’s account.
   
8. Tap Yes. A receipt prints with the On Account amount printed at the bottom of the receipt.
   
9. On the Order Details screen, the Current Balance and Available Credit values adjust to reflect charges to the customer’s account.
   

Customers can pay off their balances at the end of a transaction after their customer profile is applied to the order.

1. From the Register, tap Order Details.
   
2. Select the search icon.
   
3. Select the customer from the list that displays, then tap Go To Order.
   
4. Below the customer’s profile, tap Take Payment.
   
5. Select the outstanding balance(s), and then select Partial Pay or Pay In Full.
   
   1. If Partial Pay is selected, then enter the payment amount in the window that displays, and then tap Apply.
      
6. Tap Apply and Complete, and then select the applicable payment method.
   
   1. If the customer is paying in cash, then select a generated payout amount or enter the exact amount and tap Pay. The payment will be processed as a normal transaction.
      

Merchants can generate reports with information about each invoice and payment that is made to an Accounts Receivable balance.

1. From Home, navigate to Reports > Sales to display the Sales work area.
   
2. Tap Customer AR Balance.
   
3. The customer’s balance appears with related information, such as the Name, Date, ID, Type, and Amount.