Overview
Want more control over Accounts Receivable in your shop?
Tekmetric users with the correct permissions can change certain Accounts Receivable settings for their shop's customers. Currently, these settings include:
- Controlling whether or not the customer can have their ROs sent to Accounts Receivable (basically, a "toggle" for A/R or not)
This setting can be changed within each customer's profile, the create customer flow, and the merge customer flow.
Permission for Configuring A/R
There’s a new sub-permission under the main Customers permission called “Can configure A/R settings for customers.” Only employees with this permission turned ON will be able to edit a customer’s A/R on/off setting.
At the time of release, this permission was turned ON for Shop Owners and Shop Admins by default.
In the future, any newly created Shop Owners and Admins will have this permission ON as part of their default permission sets.
“Eligible for A/R” Setting
Users with the above permission will be able to set the “Eligible for A/R” value on a customer in several places:
- Customer Profile: Shown below in read-only mode. This becomes a check box in edit mode.
What does it look like when the setting is ON for a customer?
You will not notice any difference compared to what you're already used to with Tekmetric. The customer can have their ROs sent to A/R by anyone in the shop with the right permission to do so.
What does it look like when the setting is OFF for a customer?
When the setting is off for a customer, that customer cannot have their ROs sent to A/R by anyone in the shop.
- The “Send to A/R” option on the Payment tab will be disabled.
- The “Post to A/R” option that’s available in the three-dot menu on Completed ROs on the Job Board will be disabled with a tool-tip message.
- When taking a partial payment on an RO, the “Pay & Send to A/R” button will be hidden and the “Take Payment” button is the primary button.
FAQS
When this feature was released, what value were all my customers set to for this setting?
Upon release, this setting was automatically turned ON for all customers in all shops, so as to minimize disruption for shops and their daily operations.
How can I change this setting in bulk for more than one customer at a time?
At this time, you cannot change this setting for more than one customer at a time. However, you can call into Tekmetric Support and request this. We will be able to handle your request from there and help you out!