HomeSage CRM Sage 300 Sage 300 Add Ons Manage Collections Faster with More Information At Hand

Manage Collections Faster with More Information At Hand

July 10, 2020 By Cliff van der Poll No comments yet , , , , ,

TaiRox CRM and Collections

Manage Overdue Invoices to Improve Cash Flow

Create overdue invoice records with customer-specific grace periods. Update overdue records daily. Email stage-specific payment reminders when overdue invoices move to the next stage. Watch: https://youtu.be/TsMjcHUfW6A

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://youtu.be/8rBw70bPC_4

Record and Manage Disputed Invoices

Create and maintain a record of which invoices are in dispute. Include a revisit date so that the disputed invoice will appear on users’ dashboards. Optionally assign to a specific person.

Watch: https://youtu.be/-AbY4vYlvGo

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://youtu.be/dTcd2nrq19A

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 or network folders. Find the company using internet search capabilities. Click on Send Documents and the invoice is recreated as a PDF file and emailed to multiple contacts at the company. Drag and drop files to the communication.

Watch: https://youtu.be/tBqqE65nLyc

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://youtu.be/osYLodoXwAY

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://youtu.be/PnEfId3AOCw

Overdue Invoices Let you …

  • Update and review overdue invoice records daily.
  • Organise invoice records according to your aging criteria.
  • Send aging period-specific reminders for overdue invoices.
  • Set the number of days overdue before customers are sent emails.
  • Put payment reminders on hold for specific invoices.
  • Optionally assign overdue invoices to specific users.
  • View overdue invoices by revisit date on the dashboard.
  • Print a comprehensive Overdue Invoices report.

 

 

Want to know more? Get in touch.

Comments are closed.