Supercharge your AR

With AR Workflow, records of your accounts receivable efforts and their results are kept in one user-friendly place.

Aging Report

With its crisp, user-friendly format, Aging Report turns customer data into actionable insight.

Up-to-the-minute info is neatly sorted into an organized format so that you can hone your AR strategy and accomplish an assortment of important tasks:

  • See which customers have open balances.
  • Sort open balances and open invoices by aging periods.
  • View recent payments.
  • Assign clients to AR specialists.
  • Create workflows for one or more customers.
  • Examine your most recent collections notes.
  • Create and send individual or group emails.
aging-report-1
invoice- discover-built-img-3-1
send-sms-1
aging-active-customers-1 aging-total-invoices-2 aging-total-dues-3
During the trial, we collected enough overdue invoices to pay for the yearly plan, 17 times over

Joseph & Danielle McCann

SERVPRO of S. Pasadena

Start Free Trial Now
joseph-mccann-2

Strengthen Your Communications

With AR Workflow, records of your accounts receivable efforts and their results are kept in one user-friendly place.

Customer Contact

Excellent communication keeps customers happier and spurs faster payments. Customer Contact offers a consolidated communication history of your team’s interactions with each customer, so you always know what’s happening.


Having a clear understanding of the situation boosts efficiency and paves the way for effective communication with your customers.

aging-customer-contact-img
invoice- discover-built-img-3-1
send-sms-1
Within 12 months, the percentage of invoices being charged off as bad debt dropped by more than 90%.

Jeffrey & Kristi Stokes

SERVPRO of Denton

Start Free Trial Now
jeffrey-kristi-stokes-1

Optimize Your AR Efforts Easily

AR Workflow offers handy features and a treasure trove of useful data.

pencil

Keep Track of Customer Information & Interactions

View and edit a customer’s contact and billing information. Review all notes and communications.

account

Follow Activity Involving a Customer

See all dates, open balances, time past due, and payments promised or made. See or download QuickBooks invoices too.

phone-call

Phone It In Effectively

Should you make a call? A call record lists dates and times and allows you to log any new calls.

email

Manage Emails

Review all relevant emails. See what’s been sent, received and viewed.

dollar

Handle Payments​

View all previous payments or enter in a new one.

contract

Process Promise to Pay Agreements​

See all open and completed promise to pay agreements or create new ones.

chat

Team Texts

View all SMS messages, including those sent and received.

check-mark

Take Charge With To-do Actions

Review all existing To-do Actions and create new ones.

user

Optimize Your AR Efforts

Review what due, what’s being chased and what’s been paid. If you see that attention is needed, assign an AR specialist to the case.

Discover the Difference AR Workflow Makes to Your Bottom Line

Get Started Today with a Free, No-Obligations Trial.

Start Free Trial Now