{"id":3364,"date":"2019-09-03T17:31:59","date_gmt":"2019-09-03T17:31:59","guid":{"rendered":"http:\/\/allproinsulationsoftware.com\/beta\/?page_id=3364"},"modified":"2021-01-06T13:54:01","modified_gmt":"2021-01-06T13:54:01","slug":"insulation-arcenter-html","status":"publish","type":"page","link":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-arcenter-html\/","title":{"rendered":"A\/R Center"},"content":{"rendered":"<div class=\"boldgrid-section color1-background-color color-1-text-contrast bg-background-color\">\n<div class=\"container\">\n<div class=\"row gridblock\" style=\"padding-bottom: 0px; padding-top: 0px;\">\n<div class=\"col-md-6 col-xs-12 col-sm-12\">\n<h2 class=\"\" style=\"padding: 0.6em;\">The A\/R Center<\/h2>\n<\/div>\n<div class=\"col-md-1 col-sm-12 col-xs-12\">\n<p class=\"\" style=\"margin: 15px -25px 7px 17px;\">&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"boldgrid-section color3-background-color color-3-text-contrast bg-background-color\">\n<div class=\"container\">\n<div class=\"row gridblock\" style=\"padding-bottom: 0px;\">\n<div class=\"col-md-12 col-margin-bottom text-center col-xs-12 col-sm-12\">\n<p class=\"body1\" style=\"text-align: left;\">The A\/R Center allows users from within Allpro Insulator to manage Invoices created from within the program. Payments can be applied directly to Invoices directly from the A\/R Center form or the Invoice can be opened and managed from this form. The ability to print multiple reports, to include, Statement of Accounts and Past Due notices can be accomplished from this form. Any Invoice with a balance below or above the value of $0.00 will show on this form.<\/p>\n<p class=\"body1\" style=\"text-align: left;\">The Invoices that are shown in the A\/R Center can be filtered and controlled using the Sales Reps&#8217;s Permissions on the Sales Reps Form to only show the specific Invoices for the individual Sales Rep.<\/p>\n<p class=\"body1\" style=\"text-align: center;\">The Quick Invoices feature of the A\/R Center allows Users to produce multiple Invoices for the Same Customer. The Quick Invoices feature is included in the Advanced Features Module, for more information on the Advanced Features Module,,<a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/advanced-features-module.html\"><span style=\"text-decoration: underline;\"><strong>click here<\/strong><\/span><\/a>.<\/p>\n<h4 class=\"color-3-text-contrast color3-background-color\" style=\"text-align: left;\"><strong>The A\/R Center Form<\/strong><\/h4>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3372 size-full aligncenter\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/arcenterform.png\" alt=\"\" width=\"900\" height=\"346\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenterform.png 900w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenterform-300x115.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenterform-768x295.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p class=\"body1\" style=\"text-align: left;\">The fields displayed above are described below:<\/p>\n<ul class=\"\">\n<li style=\"text-align: left;\"><strong>Launch:<\/strong>&nbsp;The launch button allows users to access other portions of the program, related to the specific Invoice, directly from within Allpro Insulator.<\/li>\n<li style=\"text-align: left;\"><strong>Invoice #:<\/strong>&nbsp;The Invoice # displays the invoice number related to the specific invoice shown.<\/li>\n<li style=\"text-align: left;\"><strong>Est Date:<\/strong>&nbsp;This field shows the Estimate Date that pertains to the specific Invoice # and related Estimate.<\/li>\n<li style=\"text-align: left;\"><strong>Customer\/Job:<\/strong>&nbsp;This field displays the specific Customer:Job that relates to the specific Invoice.<\/li>\n<li style=\"text-align: left;\"><strong>1-30:<\/strong>&nbsp;This field will display the total amount due for any Invoice where the Estimate Date is less than 30 days.<\/li>\n<li style=\"text-align: left;\"><strong>31-60:<\/strong>&nbsp;This field will display the total amount due for any Invoice where the Estimate Date is less than 60 days, but more than 31 days past due.<\/li>\n<li style=\"text-align: left;\"><strong>61-90:<\/strong>&nbsp;This field will display the total amount due for any Invoice where the Estimate Date is less than 90 days, but more than 61 days past due.<\/li>\n<li style=\"text-align: left;\"><strong>91-120:<\/strong>&nbsp;This field will display the total amount due for any Invoice where the Estimate Date is less than 120 days, but more than 91 days past due.<\/li>\n<li style=\"text-align: left;\"><strong>121+:<\/strong>&nbsp;This field will display the total amount due for any Invoice where the Estimate Date is greater than 120 days past due.<\/li>\n<li style=\"text-align: left;\"><strong>Days:<\/strong>&nbsp;This field will display the total days past due for any specific Invoice, based on the Estimate Date.<\/li>\n<li style=\"text-align: left;\"><strong>Subtotal:<\/strong>&nbsp;This field displays the Estimate Total prior to any Percentages\/Taxes being applied and only for Packages with the Include in Total check-box checked.<\/li>\n<li style=\"text-align: left;\"><strong>Total:<\/strong>&nbsp;This field displays the Estimate Total after any Percentages\/Taxes are applied and only for Packages with the Include in Total check-box checked.<\/li>\n<li style=\"text-align: left;\"><strong>Total Paid:<\/strong>&nbsp;This field includes the sum of all Payments applied to the specific Invoice.<\/li>\n<li style=\"text-align: left;\"><strong>Total Due:<\/strong>&nbsp;This field includes the Total Due for the specific Invoice, which includes the Estimate Total minus any payments.<\/li>\n<li style=\"text-align: left;\"><strong>Min Pmt Due:<\/strong>&nbsp;This field displays the minimum payment due, which is manually set on the Estimates Form.<\/li>\n<li style=\"text-align: left;\"><strong>Due Date:<\/strong>&nbsp;The Due Date field will display the current due date for any Invoice, which is automatically set based on the specific Invoice Terms at the time the Invoice is created. The Due Date field can also be manually selected.<\/li>\n<li style=\"text-align: left;\"><strong>Status:<\/strong>&nbsp;This field shows the specific Status for the Estimate\/Invoice.<\/li>\n<li style=\"text-align: left;\">All other fields displayed are Customer:Job or Estimate specific fields displayed based on the specific Invoice.<\/li>\n<\/ul>\n<h4 class=\"color-3-text-contrast color3-background-color\" style=\"text-align: left;\"><strong>Manage Payments<\/strong><\/h4>\n<p class=\"body1\" style=\"text-align: left;\">The ability to manage payments directly from the A\/R Center form allows users to quickly and easily apply payments to any specific Invoice without having to open each specific Invoice while performing accounting operations.<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3373 size-full aligncenter\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/arcenter_managepayments.png\" alt=\"\" width=\"946\" height=\"128\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_managepayments.png 946w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_managepayments-300x41.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_managepayments-768x104.png 768w\" sizes=\"(max-width: 946px) 100vw, 946px\" \/><\/p>\n<p class=\"body1\" style=\"text-align: left;\">From the Manage Payments grid a payment in full can be applied by simply selecting the specific Invoice from the top grid, selecting a Date Paid and then pressing the Pay In Full button. The full amount due will be applied to the specific Invoice.<\/p>\n<p class=\"body1\" style=\"text-align: left;\">From the Manage Payments grid a specific payment amount can be applied to the Invoice by simply selecting the specific Invoice from the top grid, selecting a date and Entering an Amount to be Paid in the Amount Paid field. A number of positive or negative value can be entered into this field.<\/p>\n<p class=\"body1\" style=\"text-align: left;\">The Comments field allows users to add an additional comment regarding the specific payment, which could include check numbers or last four of a credit card, for record keeping purposes.<\/p>\n<h4 class=\"\">&nbsp;<\/h4>\n<h4 class=\"color-3-text-contrast color3-background-color\" style=\"text-align: left;\"><strong>The Quick Invoices Feature &#8211;&nbsp;<em>Advanced Features Module Only<\/em><\/strong><\/h4>\n<p class=\"body1\" style=\"text-align: left;\">The Quick Invoices feature of the A\/R Center allows Users to produce multiple Invoices for the Same Customer. The Quick Invoices feature is included in the Advanced Features Module, for more information on the Advanced Features Module,&nbsp;<a href=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/advanced-features-module.html\">click here<\/a>. This feature allows users to save time by view and exporting PDF copies of Invoices to send multiple Invoices to a single customer or sending the individual Invoices separately and creating instances where errors can occur.<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3374 size-full aligncenter\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/arcenter_quickinvoices.png\" alt=\"\" width=\"1036\" height=\"431\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_quickinvoices.png 1036w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_quickinvoices-300x125.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_quickinvoices-768x320.png 768w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_quickinvoices-1024x426.png 1024w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" \/><\/p>\n<p class=\"body1\" style=\"text-align: left;\">The Quick Invoices feature is simple to use and can be initiated by simply pressing the Quick Invoices button at the top of the A\/R Center Form. Once pressed, you will be able to view the options for quickly and easily creating Invoices for the same customer. To use this function, two things can be done. You can filter the grid using the Search Row to only show the records that you want to send Invoices to and press the Check All Displayed Records button. The other option would be to simply check each box singularly as needed.<\/p>\n<p class=\"body1\" style=\"text-align: left;\">You will have the option to Produce the Invoice form the normal Invoice List or from your specific User Report List.<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3375 size-full aligncenter\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/arcenter_attach.png\" alt=\"\" width=\"1007\" height=\"394\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_attach.png 1007w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_attach-300x117.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/arcenter_attach-768x300.png 768w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/p>\n<p class=\"body1\" style=\"text-align: left;\">In addition to attaching each Invoice, you will also have the option to attach a Statement of Account or a Past Due Statement to each set of Invoices sent to a Customer.<\/p>\n<p class=\"body1\" style=\"text-align: left;\">To send emails using Quick Sheets simply:<\/p>\n<p class=\"\" style=\"text-align: left;\">1. Press the Quick Invoices button<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3376 size-full alignnone\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/quickinvoices.png\" alt=\"\" width=\"106\" height=\"47\"><\/p>\n<p class=\"\">&nbsp;<\/p>\n<p style=\"text-align: left;\">2. Check the appropriate records<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3377 size-full alignnone\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/quickinvoices_checkrecords.png\" alt=\"\" width=\"850\" height=\"320\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_checkrecords.png 850w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_checkrecords-300x113.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_checkrecords-768x289.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\" style=\"text-align: left;\">3. Select Attachments<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3378 size-full\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/quickinvoices_attachments.png\" alt=\"\" width=\"305\" height=\"95\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_attachments.png 305w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_attachments-300x93.png 300w\" sizes=\"(max-width: 305px) 100vw, 305px\" \/><\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"\" style=\"text-align: left;\">4. Press the Produce From Invoice List or Produce From User Report List Button<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3379 size-full\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/quickinvoices_produce.png\" alt=\"\" width=\"271\" height=\"43\"><\/p>\n<p class=\"\">&nbsp;<\/p>\n<p style=\"text-align: left;\">5. Select a (1) Report from the List, (2) Select the Email bullet and (3) Press the View (Stay Here) or View (Finished) buttons<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3381 size-full aligncenter\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/quickinvoices_reportlist-1.png\" alt=\"\" width=\"1059\" height=\"643\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_reportlist-1.png 1059w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_reportlist-1-300x182.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_reportlist-1-768x466.png 768w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_reportlist-1-1024x622.png 1024w\" sizes=\"(max-width: 1059px) 100vw, 1059px\" \/><\/p>\n<p class=\"\">&nbsp;<\/p>\n<p class=\"body1\" style=\"text-align: left;\">Once those 5 steps are completed, you will need to choose the appropriate recipients and send the email as you would normally, you will notice that all selected Invoices are attached and the additional Statement of Account of Past Due Statement is also attached, as shown below:<\/p>\n<p class=\"mod-img\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3382 size-full aligncenter\" src=\"http:\/\/allproinsulationsoftware.com\/beta\/wp-content\/uploads\/2019\/08\/quickinvoices_email.png\" alt=\"\" width=\"800\" height=\"454\" srcset=\"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_email.png 800w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_email-300x170.png 300w, https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-content\/uploads\/2019\/08\/quickinvoices_email-768x436.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p class=\"\">For more questions on the A\/R Center, Managing Payment or the usage of Quick Invoices, please contact Allpro Technology at (231) 839-7928,<br \/>\nor email info@allprotechnology.com<\/p>\n<h4 class=\"color-3-text-contrast color3-background-color\" style=\"text-align: left;\"><strong>Creating Employee Entries<\/strong><\/h4>\n<p class=\"\">&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"boldgrid-section bg-background-color color-3-text-contrast color3-background-color color2-border-color\" style=\"border-style: solid; border-width: 0px 0px 4.9px;\">\n<div class=\"container\"><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The A\/R Center &nbsp; The A\/R Center allows users from within Allpro Insulator to manage Invoices created from within the program. Payments can be applied directly to Invoices directly from the A\/R Center form or the Invoice can be opened and managed from this form. The ability to print multiple reports, to include, Statement of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3364","page","type-page","status-publish"],"acf":[],"_links":{"self":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages\/3364"}],"collection":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/comments?post=3364"}],"version-history":[{"count":4,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages\/3364\/revisions"}],"predecessor-version":[{"id":7367,"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/pages\/3364\/revisions\/7367"}],"wp:attachment":[{"href":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/wp-json\/wp\/v2\/media?parent=3364"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}