What is AR Collect?
AR Collect is an advanced accounts receivable automation app designed specifically for QuickBooks Online and Desktop users. The platform automates invoice management by sending customizable payment reminders, tracking all customer communications, and enabling fast, secure online payments through credit card or ACH transactions. Users can categorize customers, assign statuses, and keep detailed notes on each account, ensuring that collections are efficient, organized, and always up to date.
With AR Collect, businesses gain accurate cash flow forecasting, full email history tracking, and effortless receivables management from anywhere. Its powerful features such as automated email templates, smart reminders, and real-time customer response recording make it easy to accelerate collections while minimizing manual effort. Integration with QuickBooks ensures seamless financial workflow and robust data management for businesses of all sizes.
Features
- Automated Payment Reminders: Sends advance and overdue invoice reminders based on payment status.
- Online Payments: Allows customers to pay via credit card or ACH through secure payment links.
- Customizable Email Templates: Offers ten customizable templates with automated fields for streamlined communication.
- Customer Categorization: Enables grouping of customers for targeted communications and reminders.
- Notes History: Tracks all collections notes and customer interactions for each account.
- Cash Flow Forecasting: Provides accurate projections based on customer promises to pay.
- Customer Response Tracking: Automatically records and displays all customer responses within the system.
- Seamless QuickBooks Integration: Supports both QuickBooks Online and Desktop platforms.
- Status Assignment: Assigns and updates statuses per customer for improved accounts management.
- Comprehensive Search & Filter: Sorts, filters, and searches receivables database for easy access.
Use Cases
- Automating invoice reminder emails to customers with overdue accounts.
- Collecting online payments quickly through integrated payment links.
- Tracking customer communication and notes for streamlined collections.
- Categorizing customers to apply tailored remarketing or collections strategies.
- Generating accurate cash flow forecasts to assist in business planning.
- Accessing and managing receivables remotely for distributed finance teams.
- Utilizing QuickBooks Online and Desktop integration for financial workflow continuity.
FAQs
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Does AR Collect work with both QuickBooks Online and Desktop?
Yes, AR Collect is compatible with both QuickBooks Online and QuickBooks Desktop versions, providing seamless integration for accounts receivable management. -
Are online payments processed securely through AR Collect?
Yes, AR Collect enables secure online payment processing via credit card and ACH, with surcharging options available for card payments. -
Is there a free trial available?
Yes, AR Collect offers a 30-day free trial with unrestricted access and support. No credit card is required to get started. -
Can email reminders and templates be customized?
Yes, users can customize up to ten email templates with automated fields and create targeted reminder sequences for specific customer groups.
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AR Collect Uptime Monitor
Average Uptime
98.99%
Average Response Time
1817 ms
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