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Training Videos

Overview of the different tabs within AR Workflow.

• Dashboard Tab.
• Aging Report Tab
• Customers Tab- Customer Details Screen.
• Invoices Tab
• Payment Tab.

Getting Started

Everything you need to know before putting AR Workflow to work.

• Welcome to AR Workflow!
• Manage Multiple AR Workflow Accounts
• Day in the Life of a User.
• Quick Action Drop-Down
• Email and SMS Merge Fields

Business Settings

Manage and setup quickbooks online, business profile, email settings, SMS & call settings, default invoice settings, and payment settings.

• Configure Your Business Email Address
• Configure Your AR Workflow Phone Number
• Set Your AR Workflow Voicemail
• Default Settings for All New Invoices
• Reconnect QuickBooks and AR Workflow

Account & Billing

Update your credit card, upgrade your subscription, view your invoices, and statements.

• Update Your Billing Credit Card
• Upgrade Your AR Workflow Subscription
• View Your AR Workflow Subscription Invoice
• View Your AR Workflow Merchant Statement
• Cancel Your AR Workflow Subscription

Users

Add and manage your AR Workflow account users.

• Users Overview
• Add or Manage Users in AR Workflow
• User Email Notification Preferences
• Change Your AR Workflow Login Email Address

Security Settings

Change your password and update OTP Settings

• Change Your Login Password
• Update your One Time Password (OTP) Settings

Dashboard Tab

Keep track of your AR journey in the AR Workflow Dashboard

• Dashboard Overview & AR Performance
• Dashboard: Average Days to Collection

Aging Report Tab

A complete guide that will help you understand how your Aging Report Tab works.

• Aging Report Overview
• Filtering the Aging Report
• Aging Report Customer Activity Log
• Aging Report: Add & Review Customer Notes
• Aging Report: Column Settings

Workflow Tab

A collection of articles about the Workflow Tab and how to set up the different sections inside it.

• Workflow Dashboard Overview
• Build a Workflow
• Create a New Email Template
• Create an SMS Message Template
• Create a New Invoice Collection Status

Customers Tab

A collection of articles that will help you understand the different sections of the Customers tab.

• Customers Tab Overview
• Add a Claim Number to an Email
• Promise to Pay
• Convenience Fees
• Add a New Billing Contact

Invoices Tab

A collection of articles that will help you understand the different tools and sections inside the Invoices Tab.

• Invoices Tab Overview
• Create and Send Estimates
• Create an Invoice
• Invoices: Custom Fields
• Invoices: Tax Rates

Calls Tab

Everything you need to know about the Calls Tab inside AR Workflow.

• Calls Tab Overview
• Make an Outbound Call
• Accept an Inbound Call
• Assign an Inbound Call

Emails Tab

A collection of articles that will help you understand all the sections and tools found inside the Emails Tab.

• Emails Tab Overview.
• Sending an Email in AR Workflow
• Archived Emails
• View All Customer Emails in One Place

SMS Tab

Learn how to create and manage all your SMS Messages created within AR Workflow.

• SMS Tab Overview
• Send an SMS Text Message
• Sent, Received, and Archived SMS History

Tasks Tab

A collection of articles that will help you create, schedule, and manage all the tasks assigned to your AR Specialists.

• Tasks Tab Overview
• Create and Assign a Task
• Edit a Task & Scheduled Task
• Complete a Task
• Recurring Tasks

Payment Tab

AR Workflow's all-in-one place for all your payments.

• Payment Tab Overview
• Transactions Overview
• Customer Payment Portal

Reports Tab

• Custom Reports Overview
• Collection Report.
• Payment Report.
• Invoice List.
• Customer Statement.

Other

• AR Workflow Pricing Breakdown.
• AR Workflow Referral Program.
• AR Workflow Security Policy and Procedures.
• Finix Account Verification and Data Security.
• Onboarding with Finix.