Outstanding AR
—
Overdue
—
Customers Held
—
Average DSO
—
ARI AGING REPORT
Client
Outstanding
Overdue
DSO
Latest Ari Comment
Follow Up Date
Circle Back Date
Invoice
Issued
Client
Contact
Due
Amount
Balance
Follow Up Date
Circle Back Date
Settings is only accessible to Admin and Super Admin users.
Communication Preferences
How and when Ari communicates with clients on your behalf.
Ari's working hours
Ari only sends emails during these hours on selected days
to
24h
Account timezone
All working hours and scheduled sends use this timezone
America/Toronto (ET)
Early follow up
Days before due date Ari sends a friendly reminder, only if the invoice is still unpaid
business days
First follow up
Days after becoming past due before Ari sends the first reminder (0 sends immediately when past due)
days
Subsequent follow ups
Days between follow up reminders
days
Circle back grace period
Extra days after a customer's requested circle back date before Ari resumes follow ups (0 = resume on the circle back date itself)
days
Max circle back window
Maximum days in the future a customer can request Ari to circle back. Dates beyond this window are ignored and the customer is notified.
days
Alerts & Notifications
When AriBooks should flag something and how you want to be notified.
Alert recipients
Emails that receive alert notifications. Alerts are sent for: email bounces and unrecognized senders.
Email Signature
Appended to the end of every outbound email Ari sends, to customers and merchant alerts.
0/500
Bank Details
Ari sends your EFT bank letter when a client requests payment details.
Bank letter PDF
PDF only · Max 5 MB
QuickBooks Online
AriBooks pulls invoices and customer data from QuickBooks Online. Payment status, new invoices, and contact details stay in sync automatically.
Connection status
—
Company ID
—
Last synced
—
Team Members
1 / 5 members
Up to 5 members including Super Admin. Settings are not visible to Staff.
Invite a Team Member
They'll receive an email to join your AriBooks account. Max 5 members total.