TaiRox
New Sage 300 Collections Features
August 2021: *New* Send Payment Due Alerts before invoices are due to encourage early or on-time payment. Emails are sent to selected, multiple-company contacts. Collections Programs
   
Payment Due Alerts
Payment Due Alerts are friendly reminders, commonly sent one week before payments are due.
 •  You can opt-out customers that do not want to receive payment due alerts.
 •  Invoices are attached to collections emails, either exactly as originally sent or using a different invoice template.
 •  Disputed invoices, put on-hold, are excluded from payment due alerts.
 •  Watch the Send Payment Due Alerts video.
Payment Due Alert
   
Overdue Payment Reminders
*New* Send overdue communications three different ways:
 •  Account-Centric: For collection departments with high invoice-to-staff ratios, run the Overdue Payment Reminder program without first reviewing Overdue Invoice records.
 •  Invoice-Centric: For departments that consider each collection communication, run the Overdue Invoice program first, so some invoices can be put on hold.
 •  Ad-Hoc: For high maintenance customers, quickly attach any accounting document, then use drag-and-drop for miscellaneous files, before sending the communication.
TaiRox
   
Did You Know?
You do not have to upgrade Sage 300 in order to get the latest TaiRox features ... current TaiRox programs work with Sage 300 versions 2012 to 2021!
Watch TaiRox Overview Videos:
  5:20 TaiRox CRM & Collections
  4:42 SOX Check Approval
  7:14 TaiRox Productivity Tools Overview
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