What Customer AR does

Most sales that flow through Shogo are "cash" sales in the accounting sense — a guest pays at the time of the transaction with cash, a credit card, a gift card, or a third-party delivery platform, and Shogo rolls those sales up into a daily Sales Journal or Invoice that posts to your accounting system each morning.

Customer AR (Accounts Receivable) handles the exception: sales where the customer doesn't pay at the time of service and you need to track an open invoice for them. Think house accounts, B2B catering orders, corporate accounts, university departments, or any other "bill me later" customer.
When AR is enabled, Shogo will:

• Post each AR sale as a separate invoice in your accounting system, under the customer's name — rather than rolling it into the day's Sales Journal.
• Populate the invoice with the items sold, the POS check number as the invoice number, and your mapped location / class / department / etc.
• Post the balance to your AR GL account (typically something like (12100) Accounts Receivable), where it stays open until the customer pays you and you apply the payment in your accounting system.

Your "cash" sales (credit cards, cash, gift cards, third-party delivery, etc.) continue to post just like before. AR only affects the tenders you've flagged as invoiced.

Before you start
Customer AR requires three things:

1. Your POS sends customer data to Shogo. Shogo needs to know who the sale is for in order to create an invoice. If your POS doesn't attach a customer to the check, Shogo can't post an AR invoice. Most major hospitality and restaurant POS systems support this, but the specific configuration varies — consult your POS documentation for how to add a customer to a check or attach a house account.
    
2. The Accounts Receivable feature is enabled on your Shogo account. This is done by Shogo's Customer Care team. You can submit a request here.
    
3. A customer list (or a way to map customers) in your accounting system. The customer names you use at the POS will be mapped to customer records in your accounting system.

Customer AR is supported on all accounting platforms except QuickBooks Desktop.  

The setup — 4 steps

Once AR is enabled on your account, there are four things you need to do inside Shogo.
 

1. Flag your invoiced payment tenders
This is the single most important step, and the one we ask every new AR customer to start with.

1. In Shogo, go to Settings → Accounting.
2. Click the store you want to configure. Each store is configured separately.
3. In the right accounting Menu, click Payments.
4. Scroll down to the Other Payments section.
5. For each tender type that represents an invoiced sale (e.g. a "House Account" tender, a "Charge to Account" tender, a corporate account tender), check the Is Invoiced checkbox on the right.
6. Click Edit on each invoiced tender and map it to your AR GL account (e.g. (12100) Accounts Receivable : A/R - Customers). The account type in your accounting system must be Accounts Receivable, not a clearing or current asset account.

Going forward, any tender with Is Invoiced checked will be pulled out of the daily Sales Journal and posted as an invoice instead. Tenders without it (cash, credit cards, gift cards, third-party delivery, etc.) continue to post normally.

Tip: If you're not sure which tenders to flag, ask your operations team which POS tender the servers/cashiers use when a B2B or house account customer doesn't pay at the time of service. That's the tender that needs Is Invoiced.

Before You Continue

Shogo builds out the AR mapping from the sales it has loaded. If AR was just enabled on your account, the sections covered in Steps 2–4 will be empty until Shogo processes a new sales day (or a reloaded past date) that includes AR activity. Wait for that data to arrive before working through the rest of this guide.

2. Review your AR mapping

1. Still inside the store's accounting settings, click Accounts Receivable in the right menu.
2. You'll see a full mapping for everything that can appear on an invoice: Discounts, Other Charges (delivery fees, tips, etc.), Taxes, and Sales items.
3. Review each row. These are the items that will show up as line items on the AR invoices Shogo creates. 
4. Click Edit on any row you want to change and select the correct accounting item, location, class, and department as necessary. 

3. Map your customers

1. Scroll down to the Customers section at the bottom of the Accounts Receivable page.
2. The left column shows the customer names as they arrive from your POS. The right column is where you map them to the corresponding customer record in your accounting system.
3. Click Edit on each row and select the matching customer in your accounting system. If a customer doesn't exist yet, create them in your accounting system first, then come back and map.

Customer records populate as Shogo receives orders with customer names attached — if this section is empty right after enabling AR, it's because Shogo hasn't yet processed any AR orders. Check back after your next daily sync.

4. Preview and verify

1. Click Preview in the right menu to see exactly how the next day's posting will look, including any AR invoices.
2. Each AR invoice previews with the customer name, the A/R account, the invoice number, and the line items with amounts and tax.
3. If anything looks wrong, go back to the relevant section (Payments, Accounts Receivable, or Customers) and adjust.

Once the preview looks right and all rows are mapped, you're done. Shogo will start posting AR invoices on the next morning's sync.

What posts to your accounting system

For a typical AR-enabled day, Shogo will post:

One Sales Journal or Sales Invoice covering all non-invoiced sales for the day (same as before AR).
AR invoices per customer, per day, containing the items sold to that customer with the POS check number as the invoice number. The balance sits in your AR account until you apply a payment against it.

The Sales Journal total no longer includes the AR sales — those have been pulled out and are tracked separately as open invoices. Your total revenue for the day is unchanged; it's just split across two posting types.

Receiving payment on an AR invoice

Shogo creates the invoices but does not apply payments to them. When a house-account customer pays you — usually by check, ACH, or credit card outside the POS — you'll apply that payment against their open invoice(s) inside your accounting system using its native Receive Payment / Apply Credit workflow. Shogo has no visibility into that payment and doesn't need to.
If the customer pays at the POS instead (e.g. they settle their tab on a credit card), that would be a regular POS sale with a non-invoiced tender and would flow through the Sales Journal as usual.

Frequently asked questions

1. My POS doesn't let me attach a customer to a check — can I still use AR?
   No. Customer AR depends on your POS sending a customer value to Shogo with each sale. Without that, Shogo has no way to know which customer the invoice should go to. Check with your POS provider for how to enable customer or house-account support.
2. I use a daily Journal Entry posting method for my regular sales — does AR still work?
   Yes. AR invoices post as separate invoice documents in your accounting system regardless of the posting method (Journal Entry, Summary Invoice, or Itemized Sales Receipt) you've chosen for your non-AR sales.
3. Can I post AR sales to multiple AR accounts (e.g. one per location)?
   Yes. One AR Account can be used for any given store.  The AR account is mapped per-store, so you can have different AR GL accounts for different stores if your chart of accounts is set up that way.
4. What if an invoice needs to be voided or corrected?
   Handle voids and corrections in your accounting system the same way you would for any other invoice. Shogo won't automatically push a correction for an already-posted invoice unless the underlying POS sales are reloaded — if you need a reload for an AR correction, contact Support.
5. Can I see the AR invoices Shogo has posted?
   Yes. Shogo's Accounting Status report shows posting status for all entries including AR invoices. In your accounting system, they'll appear under the customer's record just like any manually entered invoice.

Need help?

If you get stuck on any step, reach out to Shogo Support — include your store name, the tender you're trying to flag as invoiced, and a screenshot of your current Payments mapping and we can usually resolve it same-day.