Fully Automate Your Clients’ Accounts Receivables Processes

Jun 30, 2021 | News

ARCollect is an A/R automation app for QuickBooks Online and Desktop. Receivables management and collections are not only made easy, but this app also allows accountants an opportunity to add value to their clients’ businesses by helping to collect on receivables. 

We were thrilled to have Ivan Behr, CEO & Founder of ARCollect, back on the ‘Appy Hour for the second week in a row to deep dive into ARCollect’s features. In this episode, Liz and Heather walk you through the process of setting up ARCollect including managing your settings, setting up new users, and creating customer categories and color-coding. They also explore the pre-defined reasons settings, which can be linked to unpaid invoices and allows you to easily track late payments and promise to pay statuses. 

This deep dive episode also takes you through the process of setting up automated email templates and schedules. This feature is extra helpful with the collections process as it relieves you of having to remember to send out emails every time invoice payments are late. What’s really neat (and super convenient!) is that once you connect the app to your QuickBooks account, the data is pulled right into ARCollect without you having to do any type of importing. In this episode, Liz and Heather teach you about all the awesome features of ARCollect that will help you get it up and running in no time. 

Check out ARCollect’s free 30 day trial (no credit card required) where you get access to the unrestricted version of the app, full support, and the ability to cancel anytime. 

 

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To learn more about the show sponsor, follow the link to: ARCollect

Click here to view The Appy Hour with ARCollect episode.