July 2020

 

We’ve added a whole bunch of new features on the Settings page. See screenshot:

If you’re looking to get paid online, we’ve also integrated with Freedom Merchants – it works for online c/card and ACH payments, USA and Canada: both QuickBooks Online and QuickBooks Desktop. Freedom Merchants offer the lowest rates that add up to significant savings for you.

 

 

 

JAN 2018 awesome new feature updates:

1.       Manage Invoices  (new page)

 

·         Filter open invoices according to the selected number of days past due

·         Send payment reminders listing selected invoices to customers (the system will automatically group your selected invoices into one email per customer).

·         Make invoice specific notes; See imported memo notes; Link invoices to a Predefined Reason for Late Payment;

2.       Select Columns on the AR Aging Summary page – you can now hide/display any selected column - declutter your screen, and sharpen your focus.

 

Note: The Dashboard page is hidden while we continue to work on an upgrade for the dashboard page.

 

 

 

 

Updates Oct 2017

 Additional options for email templates that are used in the payment reminders:

(a)    You can now hide certain columns in that appear in the email template table used for payment reminders.

(b)    You can choose to include Unapplied Payments and Credits in the email template table.

Click on Email Options to make your selections.

Select your options here:

These are the columns in the payment reminder that correspond to the above selection options.

 

Updates applied Sept 2017

1.       Export the AR Summary page - Export to Excel (Click on the ”Export” button per screenshot 1 below)

2.       View Invoices and Invoice Memo notes.  (Click on “Invoice” per screenshot 2 below)

3.       New Email Options:

a.       AR Collect will now pull through Invoice Memo notes from QuickBooks (if you select this option).

The memo notes will then be displayed in the payment reminders that are emailed to customers (screenshot 3)

Invoice Memo Notes will also appear in the PDF invoice that customers receive. (screenshot 3)

b.      The “Do Not Email list” can be filtered to display different categories of customers. (screenshot 3)

Screenshot 1

(Click on the Export button to export the AR Aging Summary page. You will be emailed an Excel report)

 

Screenshot 2

View any invoice directly from AR Collect. On the AR Aging Summary, click on any balance – the invoice list will appear as below. Now click on the word “Invoice” to view.

 

Screenshot 3

New email options:

1.       Include Invoice Memo Notes in the payment reminders email table.

2.       Include Invoice Memo Notes in the PDF invoice that is emailed to customers.

3.       Filter the Do Not Email List.

 

 

 

 

Updates applied 06 July 2017

1. The “Red List”

On the AR Aging Summary page, you can highlight customers that you need to focus on, and filter the AR Aging Summary using the “Red List” option.

 

2.    Email template names are now customizable.

 

Go to Email Setup | Email Templates to rename your templates.

 

 

3. Event Summary Page now has additional functionality.

a.       Filter or search

b.       Mark Actions as completed, or uncompleted, and then filter them