Welcome to increased A/R efficiency, automation, and payment with A/R Post! This User Guide will help get you started and act as a reference for the overall use of the platform. The following Quick Start Guide is designed to provide instruction and s

A/R Post Basics

Do I need a separate login to access A/R Post?. No, A/R Post exists directly within your NetSuite instance and respects all your existing user role and permission settings. Do I need to Sync data between my NetSuite ERP and A/R Post? / How often does

<span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Do I need a separate login to access A/R Post? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">No, A/R Post exists directly within your NetSuite instance and respects all your existing user role and permission settings. <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Do I need to Sync data between my NetSuite ERP and A/R Post? / How often does data sync or update? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">A/R Post is directly within your NetSuite instance, therefore all data is accessed in real time (no sync is required). <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">What payment methods can A/R Post accept? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">A/R Post can accept any payment methods you can accept in NetSuite, (depending on your payment processor, payment methods mwsay include: cash, check, wire, eft, Credit Card, Debit Card, token, and ACH) <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">When sending emails from A/R Post, where is the communication stored? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">A/R Post uses the native NetSuite email engine, as such, if you email a customer, it will be stored under the &#x201C;communications&#x201D; subtab on the customer record. <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">What permissions do I need to use A/R Post? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">A/R Post respects all native NetSuite permissions, the data you are able to see will be based on your role. Speak with your NetSuite administrator if you require a greater level of permission. <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Do I need to customize my PDF and email templates to use A/R Post? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">A/R Post leverages your NetSuite PDF/ HTML templates, if you wish to customize them you may, but there is no custom development required to use A/R Post. <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">The invoice sent to my customer looks different when sent from A/R Post compared to the NetSuite invoice record. <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Confirm that you are using the same email or PDF template on the transaction as you are in A/R Post. It may be the case that a different form is selected.&#xA0; <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">How can I download a customer receipt once a payment has been made? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Directly on the invoice that was paid, users can download the invoice PDF which will now have an updated status to show &#x201C;paid in full&#x201D; (this is also dependent on your NetSuite configuration and available fields). <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">How often does the dashboard update? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Because A/R Post uses NetSuite data in real time, the dashboard is always up to date when you load it! <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Does the status of &#x201C;disputed&#x201D; drive any action?<span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">&#xA0; <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Can a disputed invoice still be paid? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Yes, the dispute status is a notification for the user, it does not impact the NetSuite payment acceptance flow. <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">If a customer makes a payment via SuiteCommerce / NetSuite Customer Center / or another alternative payment method, will it be reflected in A/R Post? <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Yes, because A/R Post leverages native NetSuite Order to Cash records and functionality, if an invoice is paid and the AR is closed, regardless of the method, it will be reflected immediately in A/R Post.&#xA0; <span style="font-size:11pt;font-family:Arial,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;">Can I add fees or alter item/prices on an invoice from A/R Post?

Intro to A/R Post

A/R Post Basics

Frequently Asked Questions (FAQ)