How to Add/Edit A/R Types

In this article we will show you the steps to add/edit A/R types and how this can be added to a customer A/R record.

1.  Log in to the Admin Portal.  On the Property Page, you will see A/R Types.

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2.  To add a new A/R Type simply select the green Add Icon.

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3.  Now type in your new A/R Type Name.  When complete select Save.Screen Shot 2022-08-09 at 10.04.29 AM

4.  To Edit an existing A/R Type simply select the Pencil Icon and edit the name.

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5.  Now on the iPad under Customers and Accounts Receivable you can Edit the customer Status to Enable A/R and select from the A/R Types you have created.  

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If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at or calling 844-458-1032