Overview

For organizations that send invoices and collect payments from customers, AR Automation streamlines payment collection, prepayment requests, and bank transaction reconciliation within Accounting Seed. All features require Sola, Accounting Seed’s integrated payment processor.

In this article:

• Before You Begin
• AR Automation Capabilities
• AR Automation Process Overview
• AR Prepayments
• Related Articles

Before You Begin

To use AR Automation, your organization must:

• Operate in US Dollars. To activate AR Automation, contact licensing@accountingseed.com.
• Have an active Sola merchant account configured in Accounting Seed. See Sola Onboarding Process for setup steps.

AR Automation Capabilities

AR Automation with Sola includes:

• Accept credit card and ACH (bank transfer) payments on Billings via a customer-facing payment link
• Reconcile deposit and fee bank transactions
• Charge convenience fees
• Customize the customer-facing payment page and access lower processing rates
• AR Prepayments are available for Sola as of the Summer ’26 release. See AR Prepayments below.

AR Automation Process Overview

1. Customer pays: The customer clicks a payment link on a Billing and enters credit card or ACH information.
2. Sola processes the payment.
3. Sola settles: All payments processed that day are settled in a batch.
   • Funds transfer: Sola transfers the batch payment amount to the business checking account and withdraws the related processing fees.
4. Merchant Download runs: In Accounting Seed, the Merchant Download job runs after the batch settles, creating Cash Receipts that reduce the open balance on paid Billings and generating Journal Entry Lines for the deposit and fee amounts.
5. Bank transactions download: As bank transactions are downloaded through your bank feed, Accounting Seed automatically matches them to the corresponding deposit and fee records.
6. Bank Reconciliation: When performing bank reconciliations, those transactions are automatically cleared on the Bank Reconciliation.

AR Prepayments

(Coming in Summer '26)

AR Prepayments lets you send a customer a payment request email with a secure payment link directly from the customer’s Account record in Salesforce using the Receive Payment button, before any Billing has been created. Available for Sola, Prepayments do not require a payment method saved on file.

When you click Request Prepayment for an Account, the system creates a draft Cash Receipt and emails the customer a payment link. The Cash Receipt stays in Draft status, marked Prepayment Pending, until payment is completed.

Once the customer pays, the system updates that Cash Receipt, clearing the Prepayment Pending flag, recording the payment amount and reference, setting the accounting period, and attempting to post the Cash Receipt. If posting is blocked (for example, by an approval process), the system creates a task for the record owner to post it manually. For ACH, this update happens once the transfer clears.

Posted prepayments route to the dedicated prepayment GL account instead of the standard unapplied cash account.

Related Articles

• Sola Onboarding Process
• AR Prepayments
• AR Prepayments Setup
• AR Automation Troubleshooting & FAQ
• Migrate your Stripe Payment Methods to Sola

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