Sync data with AR Automation
When you sync data with AR Automation, customer and payment information is uploaded to the Customer Account Portal and payments customers have made in the portal are downloaded to Sage 50.
Note: To record payments downloaded to Sage 50, you must be in single-user mode.
Initial sync
An initial data sync occurs when you first connect to AR Automation. The data that's initially uploaded to the Customer Account Portal includes:
- All customer invoice information
- All open invoices and credit notes
- Three years of closed invoices and credit notes
- Three years of PDF attachments for open invoices and credit notes