# Add AR accounts 1. Click **Customer**. 2. Click **Account**. 3. Do one of the following: * To add a new account, click **New**. * To edit an existing account, select it and click **Edit**. * To copy an existing account, select it and click **Copy**. 4. On the **General** tab, enter the following information:

Field	Description
Number	The AR account number. Store Manager can automatically generate the AR account number based on the number series you defined, or you can enter AR account numbers manually.
Type	The type of AR account. Select one of the following: Company Person
Full Name	The full name of the account owner. Tip: Click the Full Name button to include a title, middle name, or suffix like Jr.
Job Title	The job title of the account owner.
Company	The full name of the company.
Name	The Name field is editable. It is pre-populated with the name that you entered into the Full Name field.
Role	This field is read only. It is based on the AR account type.
Account Group	The account group the account is assigned to.
Account Manager	The account manager assigned to the account.
Status	The status of the account.
Balance	This field is read only. It shows the current balance of the account, including purchases since the last invoice and all unpaid invoices.
Balance Due	This field is read only. It shows the balance due on all unpaid invoices.
Credit Limit	The account's credit limit. Store Manager and POS will block purchases if they will result in an account balance that exceeds the credit limit.
Closing Date	This field is read only. It shows the closing date of that last billing cycle. If the account is new, this field is blank.
Closing Balance	This field is read only. It shows the account balance at the time the billing cycle was closed.
Date Opened	This field is read only. It shows the date the account was created.
Last Updated	This field is read only. It shows the last date the account was updated.

5. On the **Communication** tab, enter the following information:

Field	Description
Address	The street address of the billing address.
City	The city of the billing address.
State	The state of the billing address.
Zip	The postal code of the billing address.
Country	The country of the billing address.
Phone Number	The phone number to use for billing inquiries.
Mobile Number	The mobile phone number to use for billing inquiries.
Fax Number	The fax number to use for billing inquiries.
E-Mail	The e-mail address to use if emailing statements.
Home Page	The URL of the business' web site, if applicable.

6. On the **Billing** tab, enter the following information:

Field	Description
Billing Account	Leave this field empty if this AR account is the billing account, and statements should be sent to the account holder using the billing information on the General and Communication tabs. If this AR account is not the billing account (i.e., statements should be sent to another AR account holder), click the browse icon and select the appropriate AR account for billing. For example, if this AR account is a person AR account, but statements should be sent to a company AR account, then select the company AR account.
Credit Limit Check	Which credit limit to apply when purchases are made on this AR account. For example, if this AR account is a person AR account, but statements are sent to a different billing account (i.e., a company AR account), you can select Customer to apply the credit limit in the person AR account, Account to apply the credit limit in the company AR account, or Both to apply the credit limits in both the person AR account and the company AR account. Note: If the field background is gray, this means the value is controlled at the account group level.s
Payment Terms	The payment terms for account balances.
Finance Charge	The finance charge for unpaid account balances.
Last Statement	This field is read only. It shows the date the last billing statement was created.
Customer Balance	This field is read only. It shows the current account balance.

7. On the **Options** tab, enter the following information:

Field	Description
Application Method	Select one of the following: Manual: Manually select the ledger entry to apply the adjustment to, usually the oldest entry. Apply to oldest: Automatically apply the adjustment to the oldest ledger entry.
Type	The statement type to use for invoices.
Delivery	The delivery method for invoices. Select one of the following: Print E-Mail
E-Mail	The e-mail address to send invoices to if the delivery method selected is e-mail.

8. On the **Notes** tab, enter any notes related to the account. 9. Click **Save And Close**. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.rmhpos.com/store-manager/manage-accounts-receivable/setting-up-accounts.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.