TaiRox Collections
For Sage 300
TaiRox Collections provides a fully integrated Collections module that makes Sage 300 work better for you.

What is Tairox Collections?
TaiRox Collections is an easy-to-use and value-priced collections module designed exclusively for Sage 300. It adds a full featured, fully integrated collections module that makes Sage 300 work better for you. 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
Why use Collections?
- Lets you email payment due alerts to customers, track cases, overdue invoices, promised payments and disputed invoices
- Send stage-specific payment reminders to customers and automatically generate phone call tasks for following up on overdue accounts
- Email accounting documents to multiple contacts
- Includes contact management, task management, task-oriented dashboard, and updates users’ calendars with assigned cases and tasks
Key Features
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. Search using an internet-like search engine
Manage Overdue Payment Reminders to Improve Cash Flow
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.
Speed Collections with Payment Due Alerts
The program lets you attach due invoices as PDF files, and sends emails to multiple company contacts. CRM uses the same contact list for each company for payment due alerts and for overdue payment reminders.
See Enhanced, Lightning Fast Aged Trial Balance
See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoice amounts. Create a collections case on the spot or drill down to an existing case.
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.
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.
Resend AR and OE Documents in 30 Seconds
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 Dashboard
The CRM 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
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 you Calendar
Turn on the option to send a calendar attachment by email to the Sage 300 user whenever a case or task changes