Professional Customer Statements Without the Manual Work
Customer statements summarise what a customer owes across all invoices. AR Collect generates and sends them automatically on a schedule you set. Statements reduce disputes, refresh customer memory, and speed up payment.
What Customer Statements does
for your AR process
Customer Statements 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.
Automatic statement generation from your accounting data
Scheduled delivery on the frequency you choose
Professional branded statement templates
Statements include all outstanding invoices
Payment links included for immediate action
Delivery tracked and logged in communication history
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 Customer Statements free for 30 days
Start your free trial and get full access to every AR Collect feature, including this one. No credit card required.
Frequently Asked Questions.
Q: What is the difference between a reminder email and a customer statement?
A reminder email refers to a specific overdue invoice and prompts immediate payment. A statement is a comprehensive summary of everything a customer owes across all outstanding invoices. Statements are typically sent on a scheduled basis (weekly, monthly) rather than triggered by a specific overdue event. Many businesses use both: statements for ongoing account management and reminders for urgent overdue follow-up.
Q: How often can I send statements to customers?
You configure the statement delivery schedule. Common schedules are weekly, fortnightly (bi-weekly), or monthly. AR Collect generates and sends statements automatically on the schedule you set without requiring any manual action from your team.
Q: Can I send a one-off statement to a specific customer outside of the regular schedule?
Yes. You can generate and send an on-demand statement to any customer at any time. This is useful when a customer requests a current account summary or when you are about to escalate an account and want to send a final statement before doing so.
Q: Are statements branded to my business?
Yes. Statements include your business name, logo, and brand colors. Customers receive a professional document that looks like it came from your finance department, not a third-party software provider.
Q: Do statements include a payment link?
Yes. Statements include a payment link that takes the customer to the self-service portal where they can view and pay any or all outstanding invoices in a single transaction.
Q: Can customers view previous statements through the customer portal?
Statement history is accessible through the customer portal. Customers can view statements that have been sent to them previously, which reduces inbound queries from customers wanting to reconcile their accounts.
Q: How does statement delivery interact with the automated reminder sequence?
Statements and reminder sequences run independently. A customer can receive both scheduled statements and automated invoice-specific reminders. The two communications do not conflict. Many businesses find that customers pay more promptly when they receive both: the statement as a regular account summary and the reminder as a specific call to action on an overdue invoice.
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?
Why do AR teams drink so much coffee? Because collecting payments takes a latte patience.
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