Current
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Following Up
—
Promised
—
Hold
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Client
Status
Last Communication
Invoice
Issued
Client
Contact
Due
Amount
Balance
Sent
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
Max days past due for promise date
How many days after the invoice due date a customer's promised payment date is still considered acceptable
days
Promise broken grace period
Days after a promised payment date passes before sending the customer a broken-promise reminder (0 = send on the next follow-up check after the promise date)
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: escalation summaries, clarification exhausted, EFT letter requested but not on file, and payment promise received (if enabled).
Max clarification attempts
How many times Ari asks for clarification before escalating to you
attempts
Payment promise received
Notify me when a customer commits to a payment date
Send supported-intents reply
When a customer email cannot be classified, reply with a list of what Ari can handle. When off, Ari notifies you and tells the customer a team member will follow up.
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.