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.
Ari's working hoursAri only starts new emails during these days / hours. Any replies to inbound emails go out anytime.
12:00 AM
12:00 AM
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. Set to 0 to turn this off.
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. Set to 0 for no grace period.
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: unrecognized senders (including bounced emails) and customer-filed invoice disputes.
Email Signature
Appended to the end of every outbound email Ari sends, to customers and merchant alerts.
0/500
Bank Letter
Bank letter available to your clients on their billing portal.
Bank letter PDF
PDF only · Max 5 MB
Payment Notes
Shown to clients on their billing portal, e.g. e-transfer instructions.
0/1000
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.