Current
—
Not past due · open balance OK
Overdue
—
Past due
Waiting on Payment
—
Payment promised
Needs Review
—
Pause/Dispute in progress
Following Up
—
Follow-up in progress
Company
Status
Last Communication
Invoice
Issued
Company
Contact
Due
Amount
Balance
Promise
Follow-ups
Escalated
Status
| Company | Contact | Last Sent | Last Received | Communication | Distribution |
|---|
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 the first, second, and final follow-up reminders
days
Alerts & Notifications
When AriBooks should flag something and how you want to be notified.
Alert recipients
Emails that receive all alerts and notifications (escalations, missed promises, payment commitments, etc.)
If no recipients are added, all alerts and escalation emails will be skipped — regardless of other notification settings.
Max clarification attempts
How many times Ari asks for clarification before escalating to you
1
Payment promise received
Notify me when a customer commits to a payment date
Payment promise missed
Notify me when a committed payment date passes without payment
Email Identity
The name and email address Ari sends from. Clients will see this in their inbox.
Billing sender name
Billing email
Email signature
Bank Details
Ari sends your EFT bank letter when a client requests payment details.
EFT Bank Letter
Ari attaches your bank letter PDF when a client requests payment details.
Bank letter PDF
QuickBooks Online
AriBooks pulls invoices and customer data from QuickBooks Online. Payment status, new invoices, and contact details stay in sync automatically.
Connection status
● Connected
Connected account
—
Last synced
—
QuickBooks Payments
Clients receive a pay-now link in their invoice email via QuickBooks.
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.