AR Balance
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Overdue Balance
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AriBooks CoverageYour plan has an upper limit on how many clients can be in Assisted mode at once. Contact us if you need a higher limit.
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Client
Balance
Overdue
ADD
Last Follow-Up
Latest Comment
Next Follow-Up
ModeAssisted: AriBooks automatically follows up on overdue invoices. Manual: no automated follow up, you send reminders yourself. Both keep full Billing Portal access.
Auto Send
Invoice
Issued
Client
Contact
Due
Amount
Balance
Hold
Dispute
Sent
Communication Preferences
Choose when and how often AriBooks follows up with clients in Assisted mode.
System communication hoursAutomated follow up emails are only sent during these days / hours. The automatic New Invoice email goes out anytime.
9:00 AM
5:00 PM
Account timezoneSets the timezone used for system communication hours and all scheduled sends.
America/Toronto (ET)
Early follow upDays before the due date AriBooks sends a reminder if the invoice is still unpaid. Set to 0 to turn this off.
days
Grace periodNumber of days AriBooks waits after the due date before sending the first follow up, and after a detected circle back date before checking in. Set to 0 for no grace period.
days
Subsequent follow upDays AriBooks waits between reminders, so clients aren't contacted too frequently.
days
Circle back limitMaximum number of days in the future a client can push a circle back date. If a client requests a date beyond this window, it's not recorded and follow ups continue on schedule.
days
Reset to defaultsResets every field in Communication Preferences to AriBooks' shipped defaults: Monday to Friday, 9:00 AM to 5:00 PM, America/Toronto (ET), 7 day early follow up, 1 day grace period, 7 day subsequent follow up interval, and a 90 day circle back limit.
Email Templates
Click a template to edit the wording your clients see. Blue chips are locked values (amounts, links, etc.) filled in automatically when the email is sent -- click one to insert it if you delete it by accident.
Email Signature
Appended to the end of every outbound email AriBooks sends to customers (merchant alert emails don't include it).
0/500
Business Address
Shown as the merchant address block at the top of Statement of Account PDFs sent to your clients. Enter your address one line per row (press Enter for a new line), however many lines you need. Your business name is set when your account is onboarded; contact us to change it.
Bank Letter
Available to your clients on their Billing Portal, and can also be emailed directly from the Reports view's bulk actions (Send EFT Letter).
Bank letter PDF
PDF only · Max 5 MB
Payment Notes
Shown to clients on their Billing Portal, e.g. e-transfer instructions.
QuickBooks Connection
AriBooks pulls invoices and customer data from QuickBooks Online. Payment status, new invoices, and contact details stay in sync automatically.
Connection status
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Company ID
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Last full sync
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Team Members
1 / 15 members
Up to 15 members including Owner. Settings are not visible to Staff. Choose which team members receive email alerts for things like unrecognized incoming mail or customer disputes.
Invite a Team Member
They'll receive an email to join your AriBooks account. Max 15 members total.
Delete Account
Permanently close this AriBooks account. This freezes the account immediately: your team and clients lose access, and no new data is synced from QuickBooks or generated by AriBooks, while our team completes the deletion within 30 days. You can cancel any time before that happens.