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AR Workflow Login
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Payment Tab
Payment Tab
AR Workflow's all-in-one place for all your payments.
Payment Tab Overview
Payment Transactions
Transactions Overview
Taking an ACH Payment
Posting an EFT in AR Workflow
View, Download, or Email a Payment Receipt
Export Payment Transactions to Excel
Filter the Transactions List
Customer Payment Portal
Refund a Payment in AR Workflow
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Deposits
Deposits
Match a Bank Deposit with QuickBooks
Payment Plans (This is currently unavailable)
Create an Installment Payment Plan
View, Edit, or Deactivate a Payment Plan
Disputes & Chargebacks
Chargeback Disputes
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