Welcome to AR Collections Help

AR Collections allows you to grant access to all customers as a Collections Admin, or specific customers in the Collections Account Rep page.

Emails

• Internal email addresses for notifications

• Enter multiple contacts email addresses for a client

• Email addresses can be set specifically for different notifications

AR Collection Contract Notes

• Notes can be attached to one invoice or all

• Dated History of your client contacts

• Letters and emails sent automatically update contact history, expected pay dates for cash flow projection

Reporting

• Print Collections Notes

• Print Email Collection notices

• Reprint Email Invoices and statements

Invoice Formats

Uses standard Dynamics 365 Business Central formats for invoices and statements but can be customized by client.

AR Collections Setup

• AR Collections

• App Registration

• AR Collections Setup

• AR Collection Notice Control

• Email Setup

AR Collections - Past Due Notice Generation

• AR Collections - Process

• Past Due Notice Generation

• Options

• Create Notes

Reports

Reporting and Dashboards

Reports

Next Collection Contact report

Collections Letter

Invoice Collections

Customer - Summary Aging

Dashboards

• Dashboards

• AR Collections

• Unprocessed Payments

• Average Collection Days

• Next Contacts

• Outstanding Invoices

Insights

• Insights

• Power BI Reports

• Report Inbox

• AR Aging

• My Customers

AR Collections Video

Learn more about the AR Collections app for Dynamics 365 Business Central: AR Collections Video