Set up AR Automation

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About AR Automation

Sync with AR Automation

Setting up AR Automation consists of connecting your company to AR Automation, syncing your company data, and inviting customers to the AR Automation Customer Account Portal.

Note: You need to be an administrator to set up AR Automation

To set up AR Automation:

  1. In the Home window, click Apps & Services on the navigation pane.
  2. On the AR Automation tile, click Connect.

    Note: You can also access this service on the File menu by selecting AR Automation > Connect to AR Automation.

  3. Follow the onscreen instructions to connect your company to AR Automation and sync your company data.

After you've connected your company, you can log in to the Customer Account Portal and invite customers.

To disconnect from AR Automation:

  1. From the File menu, select AR Automation.
  2. Select Disconnect from AR Automation.

    Note: You can also disconnect by going to Apps & Services on the navigation pane. Click Manage service on the AR Automation tile, and then click Disconnect.