Training Video Library

00:00: This demo provides, an overview of the our workflow dashboard highlighting, its main features and capabilities.

00:08: You'll see how the dashboard helps you monitor accounts receivable and streamline collections, effectively.

00:14: The Total Due section provides an overview of outstanding balances across all accounts, showing the total amount owed at a glance.

00:23: The Payments Collected section provides an overview of total payments received, helping you understand cash inflows and collection success.

00:33: The Average Time to Get Fully Paid shows how long invoices typically take to be settled, helping you identify payment trends.

00:42: Review the Aging Report to see detailed information on overdue invoices and prioritize collection efforts based on account age.

00:51: The Active Tasks section provides an overview of ongoing collection activities and upcoming tasdeadlines.

00:59: The Communications section provides a count-based overview of all communication activity in AR Workflow.

01:07: The All Actions section shows a complete count of all actions taken in AR Workflow.

01:14: The Voicemail section displays a count of voicemails sent throu AR Workflow.

01:20: The Emails section displays a count of emails sent to and from AR Workflow.

01:27: The SMS section displays the total number of text messages sent and received through AR Workflow.

01:34: The Calls section displays a count of inbound and outbound calls within AR Workflow.

01:41: The Notes section displays a count of notes entered in AR Workflow.

01:47: The Workflow Results section provides performance metrics of automatio to help evaluate collection effectiveness.

01:55: This section provides a view of the last 90 days, helping you focus on recent activity and gain up-to-date insights into your accounts receivable status.

02:05: The Money Received section shows the total amount collected through workflows.

02:11: The Saved Time section shows the total time saved through workflow automation.

02:18: The Adjuster workflow displays how much revenue has been collected through this workflow.

02:24: The Adjuster – Emails Only workflow displays how much revenue has been collected through this one.

02:31: click homeowners with insurance to identify customers, covered by Insurance, assisting and prioritizing Collections, and claims

02:39: The Customer Statement workflow displays how much revenue has been collected through automated worklfow.

02:46: The Self Pay workflow shows the amount of money received through this automation.

02:52: The AR Workflow Dashboard gives you a clear, centralized view of receivables, communications, and collection performance—helping you improve cash flow with confidence.

00:00: This demo shows how to assign workflows to individual customers or bulk assign them using the Aging Report.

00:07: You'll see how assigning workflows helps automate follow-ups and streamline collections—whether for a single customer or multiple invoices at once.

00:16: Click Customers to access your customer list.

00:20: Open the customer profile you want to assign a workflow to.

00:25: Click Assign Workflow to begin linking a workflow to this customer.

00:30: Choose the invoices you want to assign to a workflow.

00:34: Choose the workflow you want to assign, such as Customer Statement.

00:39: Select who the workflow should apply to—all contacts, billing contacts only, or specific contacts such as adjusters or insurance representatives.

00:50: Click the contact person associated with the customer to assign the workflow at the contact level.

00:51: Click Assign to finalize the workflow assignment.

00:55: Open Assigned Workflows to view all workflows currently linked to the customer and selected contacts.

01:03: Navigate to the Aging Report to identify invoices with outstanding balances.

01:09: Select multiple invoices directly from the report for bulk workflow assignment.

01:16: Click on to activate the second aging report option to refine your bulk assignment criteria.

01:16: Click on to turn on the third aging report option for comprehensive selection.

01:18: Click on to enable the fourth aging report option to include all relevant accounts.

01:18: Click the invoice entry to specify, which invoices will be included in the bulk workflow assignment.

01:19: Click on to activate the first invoice option. For bulk processing.

01:21: Click on to enable the second invoice option to broaden the selection.

01:22: Click on to turn on the third invoice, option for complete coverage.

01:22: Click Assign Workflow to begin assigning workflows to the selected invoices.

01:29: Select whether the workflow should apply to customers, billing contacts, or all contacts.

01:35: Choose the workflow you want to assign to the selected invoices.

01:40: By assigning workflows strategically, you can automate follow-ups, improve consistency, and streamline collections across your accounts receivable process.

00:00: In this demo, We'll walk through how the platform simplifies report generation and automates delivery — helping your team stay informed while saving valuable time.

00:10: consistent visibility into Cash collections is essential for maintaining healthy accounts, receivable

00:17: with our workflow, you can quickly generate detailed reports and automatically schedule them to be delivered to the right stakeholders without manual effort.

00:26: Let's walk through the process, step by step.

00:29: From your dashboard, click on the Reports section.

00:34: This is your central hub for accessing performance insights, specialist activity, and financial reporting tools.

00:42: Here, you'll see detailed report categories designed to give you deeper visibility into your accounts receivable operations.

00:50: Click our Specialists to focus on reports related to accounts receivable specialists.

00:51: Now let's go to scheduled reports and click schedule to begin. Setting up a new automated report.

00:58: Scheduling ensures reports are generated and delivered automatically, eliminating the need for manual, downloads and emails.

01:07: Click here to open scheduling options for report configuration.

01:08: Enter a clear and descriptive name for your scheduled report. For example, weekly cash collected.

01:15: A clear naming structure helps keep your scheduled reports organized and easy to identify.

01:21: From the dropdown menu, select the appropriate Report Type.

01:26: In this case, you'll choose the Cash Collected Report to track incoming payments over a defined period.

01:33: Enter the specific report details to tailor, the scheduled report to your needs.

01:35: Next, choose the specific AR Specialist you'd like the report to reflect.

01:40: This allows you to generate performance insights at an individual level or monitor accountability across your team.

01:48: Now, select the frequency for your report delivery. You can choose to receive the report: Daily Weekly Or Monthly For this example, select Weekly to receive consistent updates on cash flow performance.

02:01: Enter daily weekly monthly to specify the report generation frequency.

02:02: Enter the email addresses of the intended recipients.

02:07: These may include finance leaders, operations managers, or executive stakeholders who require regular visibility into collections performance.

02:17: Enter your first name to personalize the report delivery information.

02:18: Enter your email address to ensure the report is sent to the correct inbox.

02:19: Go here to continue with the report scheduling process.

02:20: Click here to advance to the next configuration step in scheduling your report.

02:21: Enter a clear and professional email subject line This ensures recipients immediately understand the purpose of the report.

02:29: In the message body, write a concise and professional email message.

02:35: Enter. Please find detailed weekly cash collected report for our specialist Amber Flores to provide context in the email body.

02:40: Click save cancel to review your scheduling choices before. Finalizing.

02:41: Once all details are configured, click Save.

02:45: Your scheduled report is now active and will be delivered automatically according to your selected frequency.

02:52: This demo highlights how AR Workflow enables you to create, customize, and schedule Weekly Cash Reports efficiently. By automating report delivery, you: Improve visibility into collections Increase accountability Save time Keep leadership informed Start leveraging scheduled reports today to bring structure, clarity, and consistency to your accounts receivable operations.

00:00: Welcome! In this demo, we'll walk through how to configure your Invoice Settings in AR Workflow to streamline and optimize your billing process.

00:09: You'll see how to: Add and manage tax rates Organize invoice classes and locations Customize invoice fields to match your business needs Enable flexible payment options Let's get started.

00:23: First, navigate to the Invoices tab from your dashboard. This is where you'll manage and customize how your invoices are structured, displayed, and processed for better financial control.

00:35: Next, click on Invoice Settings. This section controls the core configurations that determine how invoices are generated, categorized, taxed, and presented to your customers.

00:47: Under Invoice Settings, open the General tab. Here, you can review and modify your default invoice preferences, including overall formatting and behavior that applies across your account. This ensures your invoicing structure aligns with your operational standards.

01:04: Navigate to Products & Services. From here, you can: Add new products or services Edit existing items Ensure descriptions, pricing, and structure reflect your offerings accurately Keeping this section updated ensures consistency across all invoices.

01:23: Next, configure your Class Options. Classes help you categorize revenue streams — such as: Water Restoration Fire Restoration Storm Restoration You can select an existing class or create a new one to better organize reporting and financial tracking.

01:42: Now, navigate to Custom Fields. This allows you to add personalized data points to your invoices — such as job numbers, claim references, service categories, or internal tracking codes. Custom fields ensure your invoices capture the exact information your business requires.

01:59: Open the Tax tab. Here, you can: Configure tax rates Add new tax classes Ensure compliance with local tax regulations Accurate tax configuration helps prevent discrepancies and keeps your billing fully compliant.

02:14: Next, go to the Location tab. If your business operates across multiple locations, you can manage and assign the appropriate location to your invoices here. This helps maintain organizational clarity and reporting accuracy.

02:30: Finally, navigate to Payment Methods. Here, you can: Activate existing payment methods Add new payment options Provide flexible ways for customers to complete payments Offering multiple payment options improves cash flow efficiency and customer experience.

02:47: Thank you for watching! This demo highlights how to efficiently configure your Invoice Settings by: Adding tax rates Managing locations and classes Customizing invoice fields Enabling flexible payment options By optimizing these settings, you create a structured, compliant, and scalable billing process within AR Workflow. Start exploring these features today to ensure your invoicing system fully supports your operational growth.

00:00: This video demonstrates how to create invoices, add new or existing customers,

00:04: and assign workflows—all from a single, streamlined interface in AR Workflow.

00:10: In this video, we'll walk through how to create a new invoice in AR Workflow and either assign it to an existing customer or add a brand-new customer—all in one seamless flow.

00:22: Begin by navigating to the Invoices section from the main menu.

00:27: Click Create New Invoice to start building a new invoice.

00:32: From here, you can search for an existing customer to attach this invoice to.

00:38: If the customer does not already exist, select Add New Customer to create a new customer profile.

00:45: Start by selecting the Customer Title field.

00:49: Enter the appropriate salutation for the customer.

00:53: Next, move to the customer name fields.

00:57: Enter the customer's first name.

01:00: If applicable, select the middle name field.

01:04: Now select the last name field.

01:07: Enter the customer's last name.

01:10: Continue through the customer detail tabs to review or complete additional information.

01:16: Once finished, save the customer information.

01:20: Next, select a display name for how the customer will appear across the platform.

01:26: Click the customer's display name to confirm the selection.

01:30: Choose and save the display name.

01:33: Now navigate to the Billing Address section.

01:37: Enter the customer's billing address details.

01:42: Click the entered billing address to confirm the information.

01:43: With the customer added, move to Invoice Line Items.

01:48: Search for the item or service you want to add to the invoice.

01:53: Select the appropriate invoice item.

01:56: Click into the quantity field.

01:59: Adjust the quantity as needed.

02:02: Enter the correct quantity for the selected item.

02:06: Select or update the customer's business or service location.

02:11: Select the appropriate location for the invoice.

02:15: Next, hover over to the Workflow section from within the invoice.

02:20: Here, you can assign a workflow directly to this invoice.

02:25: Choose the workflow that best fits this invoice.

02:29: Select the relevant customer contact for the workflow.

02:33: Confirm the workflow assignment.

02:37: Once everything is complete, save the invoice.

02:41: Click save and close to finish creating the invoice and exit the editor.

02:42: You are returned to the Invoice Overview, where the newly created invoice is visible.

02:48: That's how easy it is to create invoices, add customers, and automate follow-ups in AR Workflow.

02:55: Thank you for watching.

00:00: This demo showcases how to create a new customer record within the AR Workflow platform using the Customers tab.

00:08: In this video, you'll see how to efficiently enter customer details, assign relevant contacts, and configure key settings to streamline your accounts receivable workflow.

00:18: Begin by clicking the Customers tab to access the customer management area.

00:24: Click add customer to start, creating a new customer profile.

00:30: begin by selecting the Title field to specify the customer's salutation.

00:35: Click the enter first name field to input the customer's first name.

00:36: Enter the customer's first name.

00:39: Click the enter last name field to input the customer's last name.

00:40: Enter the customer's last name.

00:42: Next, navigate to the Contacts section to add the customer's primary contact information.

00:49: Click the enter email field to provide the customers email address.

00:50: Enter the customer's email address.

00:55: Enter the customer's full email address to ensure accurate communication and workflow automation.

01:02: Click the enter phone number field to add a contact number.

01:03: Enter the customer's phone. Number

01:07: Enter the customer's complete phone number, including area code, to enable SMS and call functionality if applicable.

01:15: Now, open the Display Name section to determine how this customer will appear throughout the system.

01:22: Click the Display Name field to input the display name.

01:27: Select or confirm the appropriate display name from the available options.

01:33: Navigate to the Address section to enter the customer's location details.

01:38: Click into the Address Line 1 field.

01:42: Enter the customer's street address.

01:47: Click the city slash Town field to specify the city.

01:48: Enter the city where the customer is located.

01:51: Click the state Province field to specify the state or province.

01:52: Enter the appropriate state or province.

01:56: Click the zip postal code field to input the postal code.

01:57: Enter the customers postal code.

01:59: Enter the customer's full postal or ZIP code.

02:03: If the billing and shipping addresses are the same, select "Same as Billing Address."If they differ, repeat the address entry process for the billing section accordingly.

02:13: Click the same as billing address option again, to confirm the selection.

02:14: Click the our specialist field to assign an accounts, receivable specialist.

02:20: Next, click the AR Specialist field to assign a responsible accounts receivable specialist.

02:27: Select the appropriate AR Specialist to manage this customer account.

02:33: Confirm, the selected our specialist is assigned to the customer.

02:34: Now, click into the Customer ID field to assign a unique identifier — commonly a claim number or internal reference number.

02:43: Click the customer ID section to understand how to track records.

02:44: Assign a unique identifiers such as a claim number or customer reference to organize records effectively.

02:45: Click the enter ID number field to input the customer's unique ID.

02:46: Enter the appropriate identifier for tracking and reporting purposes.

02:50: Navigate to the Billing Contacts section to add dedicated billing contact information.

02:56: Click Add Billing Contact to create a new billing contact record.

03:02: Enter the billing contact's email address.

03:06: Click the billing contact, email field again to confirm selection.

03:07: Click the phone number field to update, billing contact phone details.

03:08: Enter the billing contact's phone number.

03:11: Click the full name field to input the billing contacts name.

03:12: Click the full name field again to confirm the entry.

03:13: Enter the full name or organization name for the billing contact.

03:18: Enter the billing contact's salutation or title, if applicable.

03:23: Once all required fields are completed, click Save to finalize and store the new customer record in the system

03:31: This demo demonstrated how to efficiently create a new customer record in AR Workflow by entering essential details and assigning contacts.

03:40: You can now streamline customer management and improve your workflow by leveraging these features within the Customers tab.

00:00: This demo showcases how to efficiently edit existing customer details and manage billing contacts within AR Workflow.

00:08: In this video, you'll learn how to update customer information, modify contact details, and assign billing contacts to multiple customers — helping you streamline and centralize your billing process.

00:21: Begin by accessing the Customers tab from the main navigation menu.

00:26: This is where all customer records and related contact information are managed.

00:32: Locate and select the specific customer whose details you would like to edit.

00:38: Click the three-dot options menu for the selected customer to access additional actions.

00:44: From the dropdown menu, select Edit Customer to open the customer's profile for modification.

00:51: Update any necessary information, such as:

00:56: Contact details

00:58: Address information

01:01: Assigned AR Specialist

01:04: Customer ID

01:06: Display name

01:08: Make the appropriate changes based on your requirements.

01:13: Choose an existing contact to update their email address or other details.

01:14: Enter the updated email address for the selected contact to ensure accurate communication.

01:16: Once all updates have been completed, click Save to ensure the changes are properly recorded and reflected in the system.

01:24: After saving, return to the main Customers tab to manage billing contacts across multiple customers.

01:32: Navigate to the Billing Contacts section within the Customers area.

01:37: This is where you can create new billing contacts and assign them to one or more customers.

01:43: Click Add Billing Contact to begin creating a new billing contact record.

01:49: Now enter all required billing contact information, including:

01:55: Email address

01:57: Phone number

01:59: Full name

02:01: Title or salutation

02:04: Extension, if applicable

02:07: Ensure the information is accurate, as this contact will receive billing communications and workflow notifications.

02:16: Input, the email address for the new billing contact to establish their contact details.

02:21: Click the full name field to provide the billing contacts name.

02:22: Ensure the full name field is active to enter the contacts complete name.

02:23: Type the full name of the billing contact to identify them. Clearly

02:26: Click the title field to specify the billing contacts title or salutation.

02:27: Prepare the title field for input to complete the contacts profile.

02:28: Enter the appropriate title for the billing contact to formalize their information.

02:29: Within the billing contact setup, locate the Assign to Multiple Customers field.

02:35: This allows you to associate one billing contact with multiple customer accounts.

02:41: Click the search field to find customers for assigning the billing contact.

02:42: Type the customer's name to locate them quickly for billing contact assignment.

02:44: Search for and select the relevant customers from the list to assign this billing contact accordingly.

02:51: Confirm, the selected customer to finalize the billing contact assignment.

02:52: Input, another customer's name to assign the billing contact to multiple accounts.

02:54: Confirm the selection to include the additional customer in the billing contacts assignments.

02:54: Navigate through the interface to continue, assigning billing contacts as needed.

02:55: Type another customer's name to assign the billing contact to more accounts.

03:01: Select the customer from the list to link them with the billing contact.

03:02: Continue the process to ensure. All desired customers are assigned to the billing contact.

03:02: Input another customer's name to complete Mass assignment of billing contacts.

03:08: Choose the final customer to include in the billing contacts assignments.

03:08: Once all customers have been selected, click Confirm to save the assignments and finalize the billing contact setup.

03:16: This demo demonstrated how to efficiently edit customer details and manage billing contacts, including assigning one contact to multiple customers.

03:26: By leveraging these features within our workflow, you can centralize contact management reduce manual effort and streamline your billing operations.

00:00: In this demo, you'll learn how to edit existing workflows and create new workflows using templates in AR Workflow. We'll walk through how these features help streamline your processes, improve automation, and enhance overall task management.

00:15: Workflows are the foundation of organized and consistent accounts receivable operations. AR Workflow gives you the flexibility to modify existing workflows as your processes evolve, while also providing ready-to-use templates to accelerate setup. Let's take a step-by-step look at how to manage and optimize your workflows.

00:36: From your dashboard, click on Workflows. This opens the workflow management area, where you can view, edit, and manage all active workflows within your system. Here, you'll see a list of workflows currently driving your automation and follow-up processes.

00:52: Select the specific workflow you'd like to review. For example, the adjuster workflow.

00:58: Clicking on the workflow opens its configuration allowing you to examine the steps triggers and assigned actions.

01:06: Within the workflow, you can click on any individual step — such as the Assigned Date step — to modify its configuration. Here, you have full flexibility to: Edit message templates Adjust timing or conditions Modify assigned actions Delete steps if no longer needed Add new automation steps This allows you to fine-tune your workflow to align with your current operational needs.

01:32: Click voicemail to view and adjust the voicemail action within the workflow.

01:33: Click courteous, follow-up with offer of documentation to choose this. Follow-up action for the workflow.

01:34: Once your updates are complete, click Save Changes. This ensures your edits are applied and the workflow continues running with the updated configuration. Saving your changes keeps your automation accurate and aligned with your business objectives

01:49: To create a new workflow more efficiently, click on Templates. This section provides access to pre-built workflow templates designed to accelerate implementation and reduce setup time. Templates provide a structured starting point while still allowing full customization.

02:06: Select a relevant template — for example, the Insurance Mitigation Template — that aligns with your operational needs. Clicking on the template opens its configuration for review.

02:18: Before activating the template, you can customize it as needed. You may: Update the workflow name Modify the description Adjust steps or actions Personalize message templates Or choose to run it as-is This flexibility ensures the workflow fits seamlessly into your specific processes.

02:37: Click informs Property Owners of their balance due and encourages them to coordinate with their insurance provider for mitigation related payments, to read the template details.

02:38: Click informs Property Owners of their balance due and encourages them to coordinate with their insurance provider for mitigation related payments, to further review, the workflow information.

02:39: Click and forms Property Owners of their balance due and encourages them to coordinate with their insurance provider for mitigation related payments to ensure understanding of the workflow purpose.

02:40: Click customer with insurance mitigation to revisit the selected workflow template for final adjustments.

02:41: click customer with insurance mitigation again to finalize your template Choice before customization

02:42: Phil adjuster to specify the responsible adjuster for this workflow.

02:47: Click informs Property Owners of their balance due and encourages them to coordinate with their insurance provider, for mitigation related payments to verify communication details.

02:48: Click Start 0 days, from assigned date email, 0 days, from assigned date collection, status, zero days from assigned date SMS. Zero days from assigned date action. Note, 0 days from assigned date voicemail 7 days from assigned. To configure the workflow triggers and notifications.

02:49: Click zero days from a signed data SMS to edit the SMS notification timing within the workflow.

02:50: Click 0, initial SMS to view and customize the first SMS, message sent to customers.

02:51: Click High customer first name, thank you for trusting company. Name to deliver emergency restoration services. Your statement is now ready. Customer payments link test to personalize the message content.

02:52: After reviewing and making any necessary adjustments, click Save Changes. Your new workflow is now finalized and ready to automate your processes efficiently.

03:03: In this demo, we explored how to: Edit and optimize existing workflows Modify individual steps and automation actions Use pre-built templates to create new workflows Customize templates to match your operational needs With AR Workflow, you gain the flexibility to adapt, automate, and scale your processes with confidence. Start leveraging workflow editing and templates today to streamline operations and drive greater efficiency across your accounts receivable management.

00:00: This demo showcases how to efficiently access and review a customer's profile, including their invoice details, communication history, and account activity within AR Workflow

00:12: You'll learn how to navigate a customer's profile to view invoices, payment records, communication logs, workflow activity, and overall account history — giving you full visibility into customer interactions and status.

00:26: Begin by clicking the Customers tab to access the complete list of customers within your account.

00:33: From the list, select the customer whose profile you would like to review in detail.

00:39: This will open the customer's dedicated profile page.

00:44: Within the profile, navigate to the Invoices section.

00:49: Here, you can view all invoices associated with this customer, including:

00:55: Invoice numbers

00:58: Status

00:59: Due dates

01:02: Outstanding balances

01:05: This provides a clear overview of the customer's billing activity.

01:10: Next, open the History tab.

01:14: This section provides a chronological record of all actions taken on this customer's account.

01:21: At the top of the History section, you can view any pinned notes or important items related to this customer for quick reference.

01:29: You can review the call records, including outbound and inbound call activity.

01:35: You can also view all email correspondence sent to or received from this customer.

01:41: The History tab includes a full SMS log, allowing you to review text message communications sent through the platform.

01:49: Any internal notes added to the customer profile will appear here as well, ensuring all documentation remains centralized.

01:58: You can review task history, including assigned tasks, updates, and completion status.

02:05: Navigate to the Payments section to see all recorded payments associated with this customer, including:

02:12: Payment dates

02:14: Amounts

02:16: Payment methods

02:18: Remaining balances

02:20: If voicemail drops or call recordings are enabled, you can access the voicemail history directly from the customer profile.

02:29: Finally, review all workflows assigned to this customer, including their current status and any automated actions triggered.

02:37: This provides complete transparency into the automation and follow-up process.

02:43: This demo highlighted how you can quickly access and review a customer's profile including invoice details payment records, communication logs and workflow activity within our workflow.

02:56: By leveraging these features you gain full visibility into every customer interaction. Helping you manage accounts more effectively and confidently.

03:06: Thank you for watching.

00:00: In this demo, you'll learn how to explore and manage voicemail features within AR Workflow. We'll walk through how to access voicemail activity, review delivery status, and create reusable templates to standardize your follow-up communication.

00:16: Consistent follow-up is essential in accounts receivable management. AR Workflow simplifies voicemail communication by centralizing your voicemail records, providing delivery visibility, and enabling template-based messaging for efficiency and consistency. Let's take a closer look at how this works.

00:34: From your dashboard, click on Voicemails. This opens the voicemail management area, where you can review and manage all voicemail messages sent through the platform. This centralized section ensures your voicemail activity is organized and easy to track.

00:51: Next, click on Overview.

00:53: Here, you'll see a summarized view of your voicemail activity, including delivery status and overall engagement. This provides quick insights into how your voicemail outreach is performing.

01:06: Within this section, you can identify voicemails marked as Failed. This allows you to quickly spot delivery issues and take corrective action, such as verifying contact information or retrying communication through another channel. Having visibility into failed messages ensures no follow-up opportunity is missed.

01:25: You can also review voicemails marked as Delivered. Click on any individual message to access its details. This helps you confirm successful outreach and maintain a clear record of communication history.

01:38: To streamline your follow-ups, click on Templates. This section allows you to manage existing voicemail templates or create new ones to standardize messaging across your team. Using templates improves consistency, saves time, and ensures professionalism in every customer interaction.

01:57: Click overview, templates, create template, courteous, follow-up. Hello customer. First name. This is a or a specialist full name with company. Name, following up on the unpaid invoice for to view, existing templates and their content.

01:58: Click on Create Template to begin building a new voicemail template tailored to your communication needs.

02:05: Enter a clear and descriptive Template Name. This makes it easy to identify and reuse the template for future outreach.

02:13: In the template editor, enter your voicemail script. You can incorporate merge fields — such as customer name, invoice number, or balance amount — to automatically personalize each message. This allows you to maintain a professional and consistent tone while ensuring each voicemail feels tailored to the recipient.

02:33: Click template name, steric 0320 characters, merge Fields, customer first name customer. Last name, customer ID number customer payment, link company named our specialist full name billing contacts contact one full name to add detailed information and personalize your voicemail template using merge fields.

02:34: In this demo, we explored how AR Workflow simplifies voicemail management by enabling you to: Access and review voicemail activity Monitor delivery status, including failed and delivered messages Create reusable, personalized voicemail templates By leveraging these features, you improve follow-up efficiency, maintain organized communication records, and enhance customer engagement. Start using voicemail management tools today to streamline your outreach and strengthen your accounts receivable process.

00:00: In this demo, you'll learn how to explore the Emails and SMS Inbox features in AR Workflow. We'll walk through how the platform centralizes your communication channels — allowing you to efficiently manage customer emails and text messages in one unified system.

00:17: Effective communication is essential for successful accounts receivable management. AR Workflow simplifies this by consolidating both email and SMS communications into a single, easy-to-navigate inbox. In this walkthrough, you'll see how to access your messages, switch between communication channels, and maintain full visibility over customer interactions.

00:41: From your dashboard, click on Emails. This opens the email management section within AR Workflow, where all email communications related to invoices, reminders, and customer correspondence are organized. This centralized view eliminates the need to switch between external email platforms.

01:01: Next, click on Your Inbox. Here, you'll see all incoming email messages consolidated in one place.

01:08: You can: Review customer responses Track ongoing conversations Maintain a clear record of communication history This ensures transparency and accountability across your accounts receivable processes.

01:22: To manage text communications, click on the SMS tab.

01:27: This allows you to seamlessly switch from email conversations to SMS interactions without leaving the platform.

01:35: By keeping both communication channels integrated, AR Workflow ensures nothing gets missed.

01:43: Click on Inbox within the SMS section. Here, you'll find all received text messages displayed in a streamlined interface. You can review customer replies, monitor payment-related conversations, and maintain complete visibility over SMS outreach efforts. This unified approach enhances responsiveness and improves overall communication efficiency.

02:07: In this demo, we explored how AR Workflow centralizes your Emails and SMS communications into a single, organized platform. With a unified inbox, you can: Access all messages in one place Maintain clear communication records Improve response times Stay organized without switching systems Start leveraging the integrated inbox today to streamline your communication workflows and enhance your accounts receivable management.

00:00: This demo walks through the available workflow templates in AR Workflow, helping you determine which automation best fits a specific invoice or collection scenario.

00:11: Workflows power automation in AR Workflow. In this video, you'll explore each workflow template and review how its automated actions are structured—so you can confidently choose the right one for your invoices.

00:24: Start by navigating to the Workflows section.

00:28: Select Templates to view all available pre-configured workflows.

00:33: The Adjuster template is designed for insurance adjuster follow-ups, automating emails, calls, voicemails, and status updates on a scheduled timeline.

00:43: Return to the main workflows overview to continue. Exploring other workflow templates.

00:44: The Adjuster – Emails Only template focuses exclusively on automated email communication, ideal when outreach needs to remain non-intrusive.

00:54: Click the provided link to explore detailed actions within the selected workflow template.

00:55: The Allstate Adjuster template is tailored specifically for Allstate-related claims, aligning automation with adjuster communication workflows.

01:05: Return to the workflows overview to navigate to other templates.

01:06: The Contents Storage template supports follow-ups related to stored contents, helping ensure consistent communication and timely collections.

01:16: Return to the workflows overview noting options to create new workflows or save changes.

01:17: The Contractors Connection – Adjuster template is designed for adjuster communications tied to Contractors Connection programs.

01:25: Return to the workflows overview to explore other templates.

01:26: The Corporate Invoice template supports structured follow-ups for corporate accounts, maintaining consistency and professionalism in outreach.

01:35: Return to the workflows overview to proceed with additional template reviews.

01:36: The Customer Statement template automates the delivery of statements to customers, helping reinforce visibility and payment awareness.

01:45: Return to the workflows overview to continue exploring templates.

01:46: This template is built for customers with insurance mitigation claims, automating follow-ups while accounting for insurance-related workflows.

01:55: Return to the workflows overview to review additional templates.

01:56: The Deductible template focuses on collecting deductible amounts, ensuring clear and consistent communication throughout the process.

02:05: Return to the workflows overview to proceed with further template reviews.

02:06: The Delinquent Over 90 Days template is designed for long-overdue invoices, applying persistent and structured follow-up actions.

02:16: Return to the workflows overview noting options to create new workflows or save changes.

02:17: The Homeowners with Insurance template automates communications for insured homeowners, supporting insurance-based collection scenarios.

02:25: Return to the workflows overview to explore other templates.

02:26: The Promise to Pay template tracks and follows up on customer payment commitments, helping ensure agreed payments are completed.

02:35: Return to the workflows overview to proceed with additional template reviews.

02:36: The Reconstruction Deposit template supports deposit-related collections during reconstruction projects, maintaining timely follow-ups.

02:44: Return to the workflows overview to continue exploring templates.

02:46: The Self Pay template is designed for customers paying directly, automating outreach without insurance involvement.

02:54: Return to the workflows overview to proceed with further template reviews.

02:55: This template supports State Farm non-corporate adjuster claims, aligning communications with adjuster-specific workflows.

03:03: Return to the workflows overview to continue template evaluation.

03:04: The Wildfires – Insurance Claim template is tailored for wildfire-related insurance claims, automating structured follow-ups in high-volume scenarios.

03:15: Return to the workflows overview noting options to create new workflows or save changes.

03:16: The Wildfires – Self Pay template supports wildfire-related self-pay accounts, ensuring consistent outreach and visibility.

03:25: Return to the workflows overview to continue template evaluation.

03:26: Returning to the Templates section, you can review all available workflows and compare their automation structures before making a selection.

03:35: By exploring workflow templates in advance, you can confidently choose the automation that best fits each invoice—ensuring consistent follow-ups and efficient collections with AR Workflow.

00:00: In this demo, you'll learn how to make calls and access call recordings directly within AR Workflow. We'll walk through how the platform centralizes your call activities, allowing you to manage conversations, track interactions, and review recordings — all in one place.

00:18: Effective follow-up is a key component of successful accounts receivable management. AR Workflow simplifies your communication process by enabling you to initiate calls directly from the platform and automatically store call details and recordings for future reference. Let's walk through how this works.

00:36: From your dashboard, click on the Calls section. This area provides a complete overview of your call activity, including call history, timestamps, customer details, and call outcomes. It serves as your centralized hub for managing phone communications.

00:54: To place a call, click Make a Call. This allows you to start a phone call directly from within AR Workflow — eliminating the need to dial manually from an external device.

01:06: Start typing the intended customer's name in the search field. Select the correct contact from the list, then initiate the call. This ensures you're calling the right customer while keeping the interaction logged automatically within the system.

01:21: Enter the contact name to quickly find the person you wish to call.

01:24: Click add albizi RCA's 1:15, at gmail.com to choose the contact for your call.

01:25: Click the contact details to view phone numbers and additional information before calling.

01:26: Within the Calls section, you can filter call records by date to review activity during a specific time period. This helps you analyze follow-up efforts, track communication frequency, and monitor team performance. You'll also be able to see detailed call information associated with each interaction.

01:45: To review a previous conversation, click on Call Recording associated with the specific call. This allows you to access stored recordings for quality assurance, training purposes, or internal reference. Having recorded call history ensures transparency, accountability, and improved communication standards across your team.

02:06: In this demo, we covered how to: Make calls directly from AR Workflow Track call activity and history Filter calls by date Access call recordings for review By centralizing your call management inside AR Workflow, you improve efficiency, maintain organized communication records, and strengthen your follow-up process. Start leveraging these features today to streamline your call management and enhance your accounts receivable operations.

00:00: This video shows how to enable or disable workflows, duplicate existing workflows, and delete workflows—giving you full control over how and when automations run.

00:12: In this video, you'll learn how to manage workflows in AR Workflow. We'll walk through enabling and disabling workflows, making a copy of an existing workflow, and deleting workflows you no longer need—so your automation stays aligned with your business needs.

00:27: Start by navigating to the Workflows section from the main menu.

00:32: Once inside, you'll land on the Workflow Overview, where all your workflows are listed along with their current status.

00:40: Locate the workflow you want to manage from the list.

00:44: To temporarily stop a workflow from running, toggle the Status switch to turn the workflow off.

00:51: Confirm the action to disable the workflow. Once disabled, the workflow will no

00:54: longer execute for any assigned customers.

00:59: To resume automation, toggle the Status switch back on.

01:03: Confirm the action to enable the workflow. The workflow is now active and will

01:07: continue running as configured.

01:11: To access more workflow options, click the three-dot menu next to the workflow.

01:17: This opens additional actions you can take on the selected workflow.

01:23: Select Make a Copy to duplicate the workflow.

01:26: This is useful when you want to create a similar workflow without starting from

01:28: scratch.

01:32: Save the copied workflow.

01:34: The new workflow will appear in your list and can be edited or activated as needed.

01:40: To remove a workflow, click the three-dot menu again on the workflow you want to delete.

01:47: Select Delete to permanently remove the workflow.

01:51: Confirm the deletion. The workflow is now removed from the system and will no longer be available.

01:58: This concludes the walkthrough on managing workflows in AR Workflow. By enabling, disabling, duplicating, or deleting workflows, you stay in full control of your automation and keep your processes clean, efficient, and up to date.

00:00: This demo shows how to monitor workflow activity, review performance details, and control workflows at the customer level in AR Workflow.

00:09: Once workflows are running, visibility and control are essential. In this video, you'll see how to monitor workflow activity, review detailed statistics, and pause or stop workflows when needed.

00:22: Start by navigating to the Workflows section.

00:26: Open the Overview tab to view all active and completed workflows across your account.

00:32: Select the Adjuster workflow to review its activity and performance.

00:37: Here, you can see all actions executed by the workflow, including emails, calls, voicemails, and status updates.

00:46: Click Passed Actions to review completed workflow activity.

00:51: From this view, you can access detailed statistics related to workflow execution.

00:57: Workflow Statistics show when the workflow started for each assigned customer, providing visibility into workflow timelines.

01:06: Action Statistics display when the workflow was completed for each customer, helping you track execution and completion.

01:15: Next, navigate to the Customers section.

01:19: Open a customer profile to review all workflows assigned to that customer.

01:25: From here, you can see every workflow currently associated with the customer.

01:31: Click Pause to temporarily stop the workflow for this specific customer.

01:36: Confirm to pause the workflow while keeping it assigned.

01:41: Click Stop to fully end the workflow for this customer.

01:46: Confirm to stop and unassign the workflow from the customer.

01:51: This demo highlights how AR Workflow gives you full visibility and control over workflow activity—so you can monitor performance, manage exceptions, and take action when needed.

00:00: In this demo, you'll learn how to monitor payments and track deposits inside AR Workflow. We'll walk through how to review payment activity, identify failed transactions, and analyze deposit records — giving you complete visibility into your incoming funds.

00:17: Maintaining clear oversight of payments and deposits is critical for strong financial management. AR Workflow provides a centralized view of all payment activity, helping you quickly identify issues, track performance, and ensure your cash flow remains accurate and transparent. Let's take a look at how it works.

00:35: From your dashboard, click on the Payments tab. This section displays all payment activity processed through the platform — including successful and failed transactions. Here, you can review detailed payment records and monitor overall collection performance.

00:53: To focus on a specific time period, use the filter option to adjust the date range. For example, you can filter payments to view transactions from the previous year or select a custom date range based on your reporting needs. This allows you to analyze payment trends and performance over time.

01:12: If a payment shows us failed, click the information icon next to the transaction. This will display. The reason for the failure such as insufficient funds, incorrect Account Details or processing errors.

01:25: Having immediate visibility into failure, reasons allows your team to take quick corrective action and minimize delays in collections.

01:33: Next, click on the Deposits tab. This section provides an overview of payouts and deposited funds, helping you track how collected payments are grouped and transferred. It gives you a clear breakdown of incoming funds at the payout level.

01:48: Just like in Payments, use the date filter to review deposit records for a specific timeframe — such as the previous year or a custom reporting period. This helps reconcile deposits with your accounting records and bank statements.

02:03: Click on any individual payout record to view detailed information. You'll be able to see: The total payout amount The number of payments included

02:13: A breakdown of transactions within that deposit

02:17: This level of visibility ensures full transparency into how payments are consolidated and deposited.

02:24: Click the same payout entry again to examine the transaction details and confirm the deposit status.

02:25: In this demo, we covered how to: Monitor payment activity Identify and investigate failed transactions Track deposits and review payout details With AR Workflow, you gain structured visibility into your financial activity — helping you manage cash flow efficiently and maintain accurate financial records. Start exploring these features today to strengthen your payment tracking and deposit reconciliation process.

00:00: This demo shows how workflows automate accounts receivable tasks—reducing manual effort and improving efficiency across your collections process.

00:10: Managing accounts receivable manually means constant calling, emailing, texting, leaving voicemails, and tracking follow-ups.It's time-consuming, repetitive, and easy for critical steps to be missed.

00:23: A workflow automates your accounts receivable follow-ups. Once an invoice is assigned, AR Workflow automatically handles emails, texts, calls, voicemails, and status updates—without manual effort.

00:38: Instead of managing each action individually, you simply assign an invoice to a workflow.From there, every communication happens automatically, based on a predefined schedule.

00:50: Hover over Workflows to begin managing automation.

00:54: Select Templates to explore pre-configured workflow options.

00:59: AR Workflow includes pre-built templates designed for common collection scenarios, so you can get started immediately.

01:07: Let's look at the Adjuster workflow to see how automation works in action.

01:13: Day 0: Email sent, collection status updated, call placed, voicemail dropped, and an action note logged

01:23: Day 7: Follow-up email and voicemail

01:27: Day 8: Call placed

01:31: Day 14–15: Additional email and call

01:36: Day 21–22: Final email, voicemail, and action note

01:43: Every step happens automatically—nothing is missed or delayed.

01:48: Without workflows, these steps would require constant manual tracking.With workflows, actions are executed consistently and on time—saving hours of work and eliminating human error.

02:01: Return to the Workflows Overview to manage and monitor all automation sequences.

02:08: Access the templates section to explore workflows designed for different collection scenarios.

02:14: AR Workflow offers multiple pre-defined templates to match different collection scenarios.

02:20: These include Adjusters, Contents Storage, Customer Statements, Delinquent Over 90 Days, Homeowners with Insurance, Self-Pay, and Promise to Pay.

02:33: If a pre-built template isn't the right fit, you can customize it—or create a workflow from scratch.

02:41: Start setting up a new workflow by defining actions and triggers for automation.

02:47: Define communication timing, adjust actions, set collection statuses, and tailor the workflow to match your process.

02:56: You can also assign workflows directly from this view by selecting a workflow and choosing the customers or invoices you want to automate.

03:05: Select the Customers you'd like assigned to a workflow

03:09: Turn on workflow features to ensure all automation steps are operational.

03:10: Activate the workflow settings to apply configured automation rules.

03:12: Select the workflow you'd like assigned to the selected customers

03:16: And then Click Confirm

03:19: Then Choose if you would like the workflow assigned to Customer or Billing Contacts or All and Hit Assign

03:27: The Workflows Overview provides a high-level view of all workflows across your organization.

03:33: From this view, you can see each workflow's duration, customers assigned, money collected, actions performed, and current status.

03:43: You can Instantly identify which workflows are running, paused, or completed—so you always know what's in motion.

03:51: Workflows transform manual accounts receivable tasks into automated, reliable, and scalable processes—forming the foundation of AR Workflow.

04:03: By automating follow-ups, tracking results, and maintaining full visibility, workflows help you recover revenue faster and operate with confidence.

00:00: In this video we will show you how to set a default workflow that automatically

00:03: applies to all new invoices in AR Workflow

00:08: we will walk you through how to assign a default workflow to your invoices in

00:12: AR Workflow. By setting a default

00:14: workflow, every new invoice that is created will automatically have your chosen

00:19: workflow assigned to it — saving your team valuable time and

00:23: ensuring consistent follow-up on every invoice without any manual effort.

00:26: To get started, head to your AR Workflow Dashboard. In the bottom left corner of the

00:31: screen, right next to your business name,

00:33: you will see a three-dots icon. Go

00:35: ahead and click on that.

00:37: From the menu that appears, click on Business Settings. This is where you can manage

00:41: and customize all of your account configurations.

00:45: Once you are inside Business Settings, navigate to the Other Configurations tab.

00:50: This section gives you access to additional setup options beyond the standard

00:54: settings — including your default workflow configuration.

00:59: Inside Other Configurations, you will see a dropdown menu for Default Workflow.

01:03: Click on the dropdown to browse through all of the available workflow options on

01:07: your account.

01:08: From the dropdown, select the workflow you would like to set as the default for all

01:12: new invoices.

01:14: This workflow will automatically be assigned to every new invoice created going

01:18: forward

01:19: — so make sure you select the one that best fits your standard collection process!

01:24: Click to assign the workflow to the new invoice,

01:26: selecting the appropriate adjuster and related options.

01:25: Once you have made your selection, click Save to apply and save your changes.

01:30: Your default workflow is now set and will begin applying to all new invoices right away.

01:36: And that is all there is to it! By setting a default workflow in AR Workflow

01:40: you are taking a powerful step toward automating your collections process and

01:45: ensuring that no invoice ever goes without a follow-up.

01:47: Your team saves time,

01:49: your customers receive consistent communication, and your AR process runs smoothly

01:54: from day one.

00:00: This video showcases how to create and configure a no-communication workflow using AR

00:04: Workflow.

00:07: Welcome to this guide on leveraging

00:08: AR Workflow for internal efficiency! In the fast-paced world of accounts receivable,

00:13: not every action requires direct customer communication.

00:17: Sometimes, you need to automate internal tasks, assign responsibilities, or update

00:23: statuses without sending an email or an SMS. Today,

00:26: you will see how to set up actions and parameters to automate your processes

00:30: efficiently, ensuring your team stays organized and on track, all while sending no

00:35: communication to your customers.

00:37: To begin managing your automation processes, click on the Workflows section in your

00:42: AR Workflow dashboard.

00:44: From here, click the Create Workflow button to start building your new, powerful

00:49: internal workflow.

00:51: Now, click New Workflow to open the workflow creation dialog, where we will define its

00:56: core properties.

00:58: First, give your workflow a clear and descriptive name, appropriate to its nature.

01:02: For this example, we'll call it ''No-Communication Workflow''

01:08: Enter the name

01:08: No Communication Workflow to identify this workflow.

01:13: And in the description field, provide a brief explanation that aligns with the

01:16: workflow's purpose.

01:18: Enter

01:20: This is a no-communication workflow to describe the workflow purpose.

01:23: Let's add our first internal step. Click Add Action to include the initial step in

01:28: your workflow.

01:30: For our first action, you can select the Action Note option.

01:33: This is perfect for logging internal comments or reminders for your team.

01:38: and then enter the note appropriate to the nature of this workflow

01:42: Then, enter a note appropriate to the nature of this workflow.

01:47: To build on this, click Add Action again to incorporate another crucial step into

01:52: your internal process.

01:54: This time, you can select Assign AR Specialist. This

01:57: action allows you to automatically delegate the account to a specific team member,

02:02: ensuring clear ownership and accountability without any external notification.

02:06: notification.

02:08: Click Add Action to add a third step to the workflow sequence.

02:12: For this action, click Collection Status to specify an internal status update.

02:18: Once all your internal actions are defined, click Save Changes to finalize and apply

02:23: your workflow configuration.

02:24: Your new

02:25: no-communication workflow

02:26: is now active, silently streamlining

02:28: your internal processes.

02:31: And there you have it! You've successfully created and configured a powerful no-communication

02:36: workflow in

02:37: AR Workflow. This allows your team to manage internal tasks, assign responsibilities,

02:41: and update statuses with precision, all without sending a single external

02:46: message. This

02:47: level of internal automation is key to maintaining efficiency and control over your

02:52: accounts receivable.

02:54: Thank you for watching, and be sure to explore more AR Workflow guides to further

02:58: optimize your operations!