Automated Email Notification of AR Overdue Payments

Accounts receivable, customer’s unpaid invoices, are a short term asset on the balance sheet of every company. This is why it is crucial for company’s accounting team to ensure that customer payments are delivered on time .That whole process of identifying overdue accounts can be so difficult. If you have a lot of customers buying on credit and they buy from you throughout the month, each with different terms, keeping track can be extraordinarily difficult. Payments mostly are done by customers within specified time, but unfortunately, some do not, which results in an increasing accounts receivable balance and potential cash flow management problems.  So our key is to develop an effective means of knowing when accounts come due and being able to keep track of who pays their bill and who doesn’t.

New Stuff: – Price Override Report

To achieve this requirement in Sage 300 ERP, we have built a component that sends the automated emails of AR Overdue of customers report as an attachment to the accounting team or to the concerned person of the organization. Essentially the component is developed with a vision to send automated email notification to the accounting team, so that they can keep track of the AR Overdue of the customers 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 in avoiding the overdue payments getting skipped. These emails are sent in scheduled times and the emailing utility (component) is added as a scheduler that will directly send emails the AR Overdue reports.

Email Id’s to which the email notification should be sent can be configured in the Common Services Optional field screen as shown in below screenshot.

Common Services Optional Field Screen – Email ID’s Configuration

Below is the mail format which will be send to Email Id’s configured in the above optional field screen. Mail format can be customized according the user’s requirement.

Email Notification Format

Hence, with the help of our AR Overdue alert component, accounting team would be able to keep a track of the customer payments and manage the dues accordingly.

About Us

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,, 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 GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill 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.

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