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Downloads
User Guide(s)
Product Distribution File
Release Notes
Platform Requirements
Application Suite
Automate G/L Consolidation
Automate Recurring Entries
Download Rates
Productivity Tools
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SOX Second Sight
SOX User Management
TaiRox Collections
TaiRox CRM and Collections
Data Management Suite
Copy Company
Create Company
Fast Clear History
Fast Data Integrity
Fast DBTools
Fast Duplicates Check
Fast Units of Measure Tool
Optional Field Manager
SOX Backup Enterprise
SOX Backup Express
Free Diagnostic Software
Install Check
TaiRox Collections
Available for $1,395 + $350 per year, TaiRox Collections provides collections features, integrated into the Sage 300 desktop and stored in a Sage 300 company database. Manage overdue payment reminders, disputed invoices, promised payments, payment due alerts, cases, notes and communications from a collections-focused dashboard. PDF BrochureVideo
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*New* Include an aging table in overdue payment reminder emails.
*New* Dial phone numbers from company and contact windows.
*New* Integrate with email calendars. Watch: Send Calendar Event Emails.
*New* Alert customers that invoice payments will be due soon. Watch: Send Payment Due Alerts.
"The TaiRox team continues to knock it out of the park by developing great new products that enhance the performance and functionality of Sage 300. Our customers who have TaiRox products installed love them!" Kelly Hummel, Net@Work.
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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. Scheduled collections phone call tasks appear on users' dashboards. Watch: https://vimeo.com/604986255
•  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
•  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
•  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
•  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
•  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
•  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.
•  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
•  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
•  Bulk send invoices, statements and letters. Enhance core functionality by sending to multiple contacts per customer. Store a record of sent emails in a network location, independent of email client or server folders. Email records retain the body and all attachments in a single EML file that can be opened with one click and resent with another click. Watch: https://vimeo.com/605018210
•  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
Platform Requirements
• Sage 300 2014 to 2022: A single executable program works with these platforms.
• .NET Framework 4.7.2 or higher is required.
•  Detailed Platform Requirements
More Technical Details
Implementation Guide. A step-by-step method for Collections implementation.