Current
—
Following Up
—
Promised
—
Hold
—
Client
Status
Last Communication
Invoice
Issued
Client
Contact
Due
Amount
Balance
Status
| Client | Contact | Last Sent | Last Received |
|---|
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
Number of follow-ups
How many follow-up emails to send before marking the invoice as exhausted (3–10)
reminders
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: escalation summaries, payment promise received (if enabled), payment promise missed (if enabled), clarification exhausted (if enabled), and EFT letter requested but not on file (if enabled).
Max clarification attempts
How many times Ari asks for clarification before escalating to you
1
Clarification exhausted
Notify me when Ari reaches the max clarification attempts with a customer
EFT letter requested, none on file
Notify me when a customer requests EFT details but no letter has been uploaded
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
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.