If your Point of Sale provider makes customer first/last name available for each order, Shogo can post open Customer A/R to your accounting system. This allows you automate invoicing customers for their open balance. 

A/R Requirements

A/R posting is available for all accounting system integrations except Xero and QuickBooks Desktop

Your Point of Sale system will need to provide

-Order Level Detail

-Customer Names

Enable A/R

You will need to request that Customer Care enable Advanced Accounting and Accounts Receivable to set up the capability to map the items in your account. Click Here to submit a request. 

Once your request has been processed, you can proceed to updating your mapping for A/R. Please note that your sales data will need to be reloaded from your POS, or you will need to wait for new sales data to come in, in order to proceed with the next steps below.  Please see This Article which shows you how you can reload sales data on-demand in Shogo.

Mapping A/R

1. Navigate to Settings>Accounting>View Details (if multiple locations exist) and set your AR account in the General Settings section.

2. Designate which tender type(s) should be invoiced.  Navigate to Settings>Accounting>View Details (if multiple locations exist)  and click on the Payments section. Scroll down to Other Payments and check the tender types that should create open AR.

2. Map the necessary items for your A/R Customers to your accounting system. Navigate to Settings>Accounting>View Details (if multiple locations exist) and click on the "Accounts Receivable" section.  Complete each section within Accounts Receivable, ensuring that you complete the Location, Class, and Department, if needed.

3. Scroll down past the order details items in the Accounts Receivable section to map Customers to your accounting system