Feature Request: Enhanced Flexibility for AR Notifications & Inline Transaction Details in Workflows

Product Feedback
1

Hey Striven Community,

Loving the potential of workflows, but we really need more flexibility around AR notifications to make them work best for us.

Here’s what we’d love to see:

1. More AR Notification Fields: Right now, workflows only allow AR notifications to go to the primary contact, but that doesn’t always work for our setup. It’d be so much more useful if we could choose from other contact types—like those marked for Collection Notices, Invoice Notifications, or Monthly Statements. With these options, we’d have way more control over who actually gets these notifications, so they land where they need to without workarounds.

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2. Inline Transaction Details in Emails: Another big improvement would be letting us include transaction info directly in AR emails. Imagine if we could list Sales Orders, Invoice Details, or any other key info in a simple table format, right there in the email body. It’d give customers a clear snapshot of what they owe—no extra attachments or login needed.

With these tweaks, workflows could practically replace the old Collections Workflow Settings, streamlining AR without adding extra steps.

Looking forward to hearing everyone’s thoughts on this! Thanks for the input!

1 Like
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Greetings @AEC_Billy

Thank you for your suggestion. I have created an enhancement request task and will keep you updated on the progress.

3

We agree. Being able to send detailed automatic emails to customer’s with past due invoices as reminders would be extremely helpful.

4

More workflow options based on transactions and all of the other great datasets in the new Custom Report builder would be great. Take the training wheels off and let the power of the system get to work!

I do like forcing a customer to download something or log in to see documents, though. It provides proof that they received it. I like to have that in my back pocket for the second collection call.

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@DBricker, I hadn’t thought about the customer portal that way! I think it definitely depends on the customer base, though—I can hardly get any of mine to use it!