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Manage overdue payment reminders to improve cash flow. Email stage-specific overdue payment reminders
and generate phone call tasks for customers with overdue accounts.
The program skips on-hold invoices, lets you include invoices as attachments, sends emails to multiple
company contacts, and lets you opt out customers or add customer-specific grace periods.
Email bodies include either an Overdue Invoices or an Account Summary table.
Scheduled collections phone call tasks appear on users' dashboards.
Watch: https://vimeo.com/604986255
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Speed collections with payment due alerts.
Send payment reminder emails to company contacts before their invoices are due.
Payment due emails list all unpaid - but not overdue - customer invoices in each email.
The program lets you attach due invoices as PDF files, and sends emails to multiple company contacts.
Watch: https://vimeo.com/604999626
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See an enhanced, lightning-fast aged trial balance.
See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoices.
Create a collections case on the spot or drill down to an existing case.
Flip from a customer-centric view to a document-centric view with one click.
Don't wait for a printing process when you can see the same information on screen in less than a second.
Watch: https://vimeo.com/605003090
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Record and manage disputed invoices. Record all disputed invoices and include revisit dates so disputed invoices
will appear on users' dashboards. Optionally assign to a specific person.
Watch: https://vimeo.com/605006489
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Track promised payments. Record date promised, amount promised and amount paid. Include a revisit
date so that the promised payments will appear on users' dashboards.
Watch: https://vimeo.com/605008276
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Track all invoices. Attach notes and documents to invoices before they become overdue or disputed.
When the status of an invoice changes, the notes are right there.
Watch: https://vimeo.com/605818798
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Assess collections performance. See trend lines in the Average Days to Pay and Average Days Overdue charts.
Review details and totals in the Disputed Invoices and Promised Payments reports.
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Resend A/R and O/E documents to customers in 30 seconds. Stop searching through email folders.
Find the company using internet-like search capabilities.
Click on Send Documents to resend invoices to customers as PDF attachments.
Drag and drop additional files into the communication and send the email to multiple contacts.
Watch: https://vimeo.com/605016839
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View collections cases in a dashboard.
The dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly
with one click. Flip between cases assigned to you and to your team with one click.
Watch: https://vimeo.com/604976266
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Bulk send invoices, statements and letters.
Store a record of sent emails as a communication. Find and view the emails quickly using internet searching capabilities.
Watch: https://vimeo.com/605018210
A new send invoices program emails A/R Invoices, O/E Invoices, and CR/DR Notes in one operation with flexible selection criteria.
Watch: https://vimeo.com/675594034
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Integrate with your calendar. Turn on the option to send calendar attachments by email to Sage 300 users whenever
a case or task changes.
Watch: https://vimeo.com/604980928
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