A/R Agency

Use the A/R Agency tab to set up or authorize a payment method (A/R Agency code) for the customer. The payment type is set on the Details tab of the invoice, in the Cash Code field. An A/R Agency code is a type of Cash Code, which is configured on the Accounts Receivable - Cash Codes screen. The A/R Agency tab is available from any of these invoices: 

• Parts Invoicing

• Equipment Invoicing

• Work Orders

The fields and buttons on the A/R Agency screen vary. For details of the various screens see: 

• A/R Agency - AGCO

• A/R Agency - Internal

• A/R Agency - CNH Productivity Plus

• A/R Agency - FreedomPay

• A/R Agency - JDC

• A/R Agency - Payment Card Interface

• A/R Agency - Volvo

• A/R Agency - Worldpay

Note:  The A/R Agency tab only appears if at least one of the items on the Details tab is to be paid for using a Cash Code that requires some form of authorization and if the Accounts Receivable Account(s) per Invoice - Dropdown 2 is set to either Invoicing Limit Based On Credit Limits or Invoicing Limit Based On Credit And Transaction Limits.

Data Source: GBH, PFWTAB, WOH

Security: 802 - Equipment Invoicing, 823 - Parts Invoicing

Revision: 2025.11