Outstanding AR
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Overdue
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Customers Opted Out
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Average DSO
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ARI AGING REPORT
Client
Outstanding
Overdue
DSO
Latest Ari Comment
Circle Back Date
Next Follow Up
Opted Out
Invoice
Issued
Client
Contact
Due
Amount
Balance
Hold
Dispute
Settings is only accessible to Admin and Super Admin users.
Communication Preferences
How and when Ari communicates with clients on your behalf.
Tip: setting a field below to 0 turns that setting off.
Ari's working hoursAri only starts new emails during these days / hours. Any replies to inbound emails go out anytime.
to
24h
Account timezoneSets the timezone for all working hours and scheduled sends.
America/Toronto (ET)
Early follow upDays before the due date Ari sends a reminder if the invoice is still unpaid.
days
Grace periodNumber of days Ari waits after the due date before sending the first follow up, and after a detected circle back date before checking in.
days
Subsequent follow upDays Ari 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 won't be recorded and you will be notified instead.
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
Billing 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
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Company ID
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Last synced
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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.