Your Collections Process. Your Rules.
No two businesses collect the same way. AR Collect custom workflows let you build a process that matches your specific approach. Simple three-step sequence or complex multi-branch workflow with conditional logic. The builder handles both.
What Custom Workflows does
for your AR process
Custom Workflows is one of the key tools in the AR Collect feature set. It works automatically once your accounting software is connected and your settings are configured.
Drag-and-drop workflow builder
Multi-step sequences with custom intervals
Conditional logic and branching paths
Customer segment routing
Automatic escalation triggers
Task assignment for manual follow-up steps
Workflow performance analytics
How a consulting firm uses this feature to get paid faster
The solution: Once configured, this feature ran automatically in the background. The finance team focused on exceptions rather than routine follow-up, and clients received professional, consistent communication.
40%
Reduction in overdue invoices
8 hrs/wk
Time saved on admin
Consistent
Client communication
Try Custom Workflows free for 30 day
Frequently Asked Questions.
Q: How complex can a custom workflow get in AR Collect?
Workflows support multiple steps, conditional branching based on customer attributes (such as account value, overdue duration, or customer group), different actions at each step (email reminders, statement sends, team task assignments, customer flags), and configurable timing intervals between steps. Enterprise customers have built workflows with 10+ steps and multiple branch paths.
Q: Can a workflow route different customers through different paths based on their behavior?
Yes. Conditional logic in workflows allows branching based on customer behavior. For example: if a customer has not opened any of the first two reminders, route them to an escalation path faster. If they opened but did not click the payment link, send a follow-up with alternative payment instructions. Behavior-based routing improves collection rates compared to one-size-fits-all sequences.
Q: Can I import an existing collections process I have documented and build it as a workflow?
Yes. If you have a documented collections process or a spreadsheet-based workflow, our team can help you translate it into AR Collect during onboarding. Alternatively, the workflow builder is intuitive enough for most finance professionals to configure their own process without assistance.
Q: How do I know which workflow to assign to which customer?
Customers are assigned to workflows based on their customer group or segment. You define the segments based on criteria meaningful to your business such as account value, industry, payment history, or relationship type. Newly imported customers are assigned to a default workflow until you categorize them.
Q: Can workflows assign tasks to specific team members at certain steps?
Yes. At any step in a workflow you can create a manual task assignment. For example, when an invoice hits 45 days overdue, assign a task to a specific collections team member to make a call. The task appears in that team member’s task queue in AR Collect.
Q: Can I run the same workflow on a test account before activating it for real customers?
Yes. You can test a workflow against a sample customer record in preview mode before activating it for your live portfolio. This lets you confirm timing, template content, and branching logic without sending anything to real customers.
Q: How do I measure whether my custom workflow is performing well?
The workflow performance report shows collection rates, average days to payment, reminder engagement rates, and escalation rates for each configured workflow. Compare performance across workflows to identify what is working and where to make adjustments.
Q: How do I start a free trial of AR Collect?
You can start directly through the QuickBooks App Store, the Xero App Marketplace, or at arcollect.net. No credit card required. Setup takes under two minutes and you have full access to every feature for 30 days from the moment you connect your accounting software.
Q: Does the free trial include everything, or are some features locked?
The 30-day free trial is unrestricted. Every feature is available including automated reminder sequences, structured notes, the customer payment portal, real-time reporting, workflow automation, and all accounting software integrations. You are not testing a lite version. You get the full product.
Why did the construction company love AR Collect? They hate building invoices that nobody pays.
Industries AR Collect Specializes In
AR Collect is purpose-built for the specific billing challenges of these industries. Each one shares a common problem: high invoice volumes, extended payment terms, and customers who need consistent, professional follow-up. AR Collect solves that automatically.
Healthcare (B2B)
Plumbing and HVAC
IT and Software
Consulting
Logistics, Transport and Courier
Roofing and Construction
Food Distribution
Engineering
Service Companies
Restoration Services
Advertising and Marketing
Customer Reviews
Rated 4.8 out of 5 on the QuickBooks App Store based on verified customer reviews.
4.8
VERIFIED REVIEWS
"AR Collect has completely transformed how we manage overdue invoices. The automated reminders save our team at least 10 hours a week."
"We switched from manually chasing payments via email to AR Collect and the difference is night and day. The promise-to-pay tracking is a game-changer."
"Setup was straightforward and we were sending reminders within an hour. The customer portal is a genuine game-changer for our clients."
Read all verified reviews on the QuickBooks App Store