Sage 300 TaiRox Collections

TaiRox Collections provides collections features, integrated into the Sage 300 desktop and stored in a Sage 300 company database.

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

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.

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.

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

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

Track all invoices

Attach notes and documents to invoices before they become overdue or disputed. When the status of the invoice changes, the notes are right there.

Resend A/R and O/E documents to customers 

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.

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.

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: A new send invoices program emails A/R Invoices, O/E Invoices, and CR/DR Notes in one operation with flexible selection criteria.

Integrate with your calendar

Turn on the option to send calendar attachments by email to Sage 300 users whenever a case or task changes