Email Sage 300 Invoices with TaiRox CRM and Collections

TaiRox CRM and Collections’ Send Invoices program provides a flexible replacement for Sage 300 programs that send A/R Invoices and O/E Invoices to customers.

The Send Invoices program:

• Emails A/R Invoices, O/E Invoices, and CR/DR Notes to multiple recipients per company.
• Provides flexible selection criteria, letting you choose customers by customer number, customer group, account set, territory, currency, or any optional fields – such as the sales rep.
• Uses email templates that you can select, view, and edit at run time.
• Logs all email activity and creates a separate communication for each invoice recipient to document the emails. You can view all past emails and attachments in the communications window.