General FAQs

How long does it take for a letter to be delivered?

When a letter is sent through the AR Automation platform, it usually takes 7–10 days for letters to be delivered to the recipients within the US.

What is an "Adjustment" in AR Automation?

Adjustments are generated automatically for paid invoices where the invoice balance was $0, but once again has a balance in the accounting/ERP system.

Adjustments occur most commonly when a customer is refunded, the invoice balance was zero but now has a balance again after the refund. For example, an invoice was paid but after the customer receives a refund and the payment has been removed from the accounting system, it will have a balance again. AR Automation will always show whatever the balance reported from the accounting system.

How do I control the day and time that an automatic communication is sent?

Automated workflows can sometimes send messages at less-than-ideal times. Control when your communication is sent by setting your Delivery Windows.
A delivery window is a time period when automatic communication can be sent by AR Automation. Delivery windows do not have any impact on communication sent manually through AR Automation.

Set your delivery windows under Account > Communication.

Simply select the days you would like communication to be sent, then choose the start and end times for sending communication. Time is in 24hr format (for example, 13:00 is 1:00pm). From is the first hour during which communication can be sent and To is the last hour communication can be sent.

How can I monitor actions taken in my account?

The Detailed User Activity Report allows you to see all actions taken through your account during a defined period of time. You can view the breakdown of actions taken by a specific user. You can even filter the list by a specific event. For example, you can check when your accounting system was disconnected.