Your Customers Get a Portal.
You Get Paid Faster.
AR Collect workflow automation lets you design collection processes that match exactly how your business operates. Different customer segments can follow different paths. Escalations happen automatically, keeping your collection process consistent and on track.
Professional. Branded. Dead simple to use.
The portal is fully branded to your business. Customers see your logo and colors, not AR Collect branding.
They land on the portal from the payment link in their reminder email. Outstanding invoices are right there. One click to select, one click to pay. Payment is processed and reconciled automatically.
Fully branded portal with your logo and colors
One-click payment from reminder emails
Multiple payment methods supported
No customer account creation required
Full invoice and payment history visible to customers
Automatic payment reconciliation back to your accounting software
How a retail supplier gave 200 trade customers a
self-service payment portal
The challenge: A national retail supplier had 200 trade customers who routinely called in to ask about their outstanding invoices or request copies of statements. The AR team was spending a quarter of their time on incoming calls rather than outgoing collections.
The solution: The AR Collect customer portal gave every trade customer a branded, no-login-required way to view their outstanding invoices and pay instantly. Customer service calls dropped dramatically.
67%
Fewer inbound AR calls
200+
Customers self-serving
2.1 days
Avg. time to payment
Frequently Asked Questions.
Q: Do customers need to create an account to use the payment portal?
No. Customers access the portal directly from the payment link in their reminder email. There is no account creation, no password to remember, and no login screen to navigate. They click the link and land directly on their invoice view. This zero-friction approach significantly increases the likelihood they complete payment.
Q: Can a customer see all their outstanding invoices in the portal, or only the one from the reminder?
Customers can see all their outstanding invoices in the portal, not just the one referenced in the reminder. This is intentional. A customer who opens the portal to pay one invoice is likely to pay others at the same time if they can see them clearly and pay with a single transaction.
Q: Can customers add comments or dispute an invoice through the portal?
Yes. Customers can comment on invoices through the portal. Comments appear in your AR Collect communication log alongside the automated reminder history, so your team can see and respond to customer-initiated contact in context.
Q: Is the customer portal branded to my business?
Yes. You can configure the portal with your business name, logo, and brand colors. Customers see your branding, not AR Collect branding. The experience feels like a professional extension of your own business systems.
Q: Is the portal secure for handling payment information?
Yes. The portal uses HTTPS encryption for all data in transit. Payment processing is handled by certified payment processors. AR Collect does not store card details on its own servers. All payment data is handled by the payment processor under PCI DSS compliance requirements.
Q: Can I send a customer directly to their portal without a reminder email?
Yes. You can generate a portal link for any customer and share it directly via email, SMS, or any other channel. This is useful when a customer has lost their original reminder or prefers to pay via a link you send them through a different channel.
Q: Can the portal handle international customers paying in different currencies?
AR Collect supports multi-currency invoicing inherited from your connected accounting software. Whether your portal handles currency conversion at the payment stage depends on your payment processor configuration. Contact our team for specifics on multi-currency payment portal setup.
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.
