Overdue receivables are one of the most common and serious frustrations entrepreneurs face and the unpaid invoices impact everything which means if cash flow is interrupted you won’t have the money to keep your business operational. Reaching out to customers with past-due invoices is often one of the most time-consuming aspects of accounts receivable. Instead of relying on a solely-manual process of phone calls, emails, and mailed invoices, an automated email notification is often enough to prompt a customer to send payment. So our key is to develop an effective means of sending automated payment reminders via Email to customers periodically so that it will reduce the manual task of concerned team and also will help customers to remember and help them to pay on time.
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To achieve this requirement in Sage 300 ERP, we have built a component that sends the automated emails of AR Overdue payments to the customers. Essentially the component is developed with a vision to send automated email notification to the customers, so that customer get notified about their due payments on daily basis .This utility will save the process of checking the AR Overdue manually and will also get the reminder in the form of Email notification which will help reminding the customers of their overdue payments.
Customer’s Email Id to which the email notification should be sent can be configured in the AR Customers screen in E-mail field as shown in below screenshot.
These emails are sent in scheduled times and the emailing utility (component) is added as a scheduler that will directly send the email of AR Overdue payments of respective customer in the form of report as an attachment. Scheduler will be executed for the all the customers in the AR Customer and E-mail will be sent to those customers for whom Email ID has been configured in AR Customers screen and who have the overdue payments.
Below is the mail format which will be sending to Email Id’s configured in the above AR Customer screen. Mail format can be customized according the user’s requirement.
Hence, with the help of our AR Overdue payments alert to customer’s utility, accounting team will be able streamline their invoicing and payment flow and eliminate their billing and collection headaches with automated billing.
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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix offers unique GUMU
integrated solutions of Sage 300 with Sage CRM, Salesforce.com (listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
The GUMU Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.
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