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New Sage 300 Collections Features
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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.
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Payment Due Alerts are friendly reminders,
commonly sent one week before payments are due.
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You can opt-out customers that do not want to receive payment due alerts.
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Invoices are attached to collections emails, either exactly as originally sent or using a different invoice template.
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Disputed invoices, put on-hold, are excluded from payment due alerts.
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Watch the
Send Payment Due Alerts video.
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Overdue Payment Reminders
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*New*
Send overdue communications three different ways:
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Account-Centric: For collection departments with high invoice-to-staff ratios,
run the Overdue Payment Reminder program without first reviewing Overdue Invoice records.
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Invoice-Centric: For departments that consider each collection communication,
run the Overdue Invoice program first, so some invoices can be put on hold.
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Ad-Hoc: For high maintenance customers, quickly attach
any accounting document, then use drag-and-drop for miscellaneous files, before sending the communication.
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