Frequently Asked Questions (FAQ)Updated 2 years ago

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 data sync or update?

A/R Post is directly within your NetSuite instance, therefore all data is accessed in real time (no sync is required).

What payment methods can A/R Post accept?

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)

When sending emails from A/R Post, where is the communication stored?

A/R Post uses the native NetSuite email engine, as such, if you email a customer, it will be stored under the “communications” subtab on the customer record.

What permissions do I need to use A/R Post?

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.

Do I need to customize my PDF and email templates to use A/R Post?

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.

The invoice sent to my customer looks different when sent from A/R Post compared to the NetSuite invoice record.

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. 

How can I download a customer receipt once a payment has been made?

Directly on the invoice that was paid, users can download the invoice PDF which will now have an updated status to show “paid in full” (this is also dependent on your NetSuite configuration and available fields).

How often does the dashboard update?

Because A/R Post uses NetSuite data in real time, the dashboard is always up to date when you load it!

Does the status of “disputed” drive any action? 

Can a disputed invoice still be paid?

Yes, the dispute status is a notification for the user, it does not impact the NetSuite payment acceptance flow.

If a customer makes a payment via SuiteCommerce / NetSuite Customer Center / or another alternative payment method, will it be reflected in A/R Post?

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. 

Can I add fees or alter item/prices on an invoice from A/R Post?