How to Enable Auto-Reconciliation

This article will explain how to turn on auto reconciliation for a customer.

1. In the customer dashboard menu, click the accounts receivable tab.


2. Click on the EDIT A/R STATUS button on the right-hand side of the page. 

3. The edit A/R window will appear. Here you will toggle "ON the auto-reconcile using" button. This will allow you to select a card on file to auto-reconcile with. To add a credit card on file for a customer, see this article


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