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Overdue payment reminder for Planning

tyrox collection's overdue payment reminders program lets you send customer emails and generate phone call tasks to effectively follow up on overdue accounts the overdue payment reminders workflow is simple and flexible you can run it daily you just click the update button to list customers with overdue invoices the program won't include invoices that are on hold or within a customer's grace period select the customers for which you want to generate reminders optionally override default settings for creating emails or tasks for any customer click the create overview payment reminders button choose email and task options for reminders and then click the process button the program sends emails to multiple contacts per company and it displays all collection call tasks on users dashboards by revisit date let's see this in action tyrox collections appears as a native module on the sage 300 desktop i'll open the overdue payment reminders program and click the update button to refresh the list of customers with overdue payments all the customers listed here have at least one invoice that's overdue and not on hold you can set a global minimum number of days that an invoice must be overdue before you send reminders and you can also set a minimum time interval between reminders so you don't spam your customers as you can see the options screen also lets you set the aging stages for overdue accounts the default type of reminder created for each aging stage email or task and the default email template associated with each stage and you can turn off the send overdue payment reminders option and change the minimum day's overdue grace period for any company if you want to review all overdue invoices before processing payment reminders you can open the overdue invoices screen first review all overdue invoices and then click the process overdue payment reminders button to display the overdue payment reminders screen let's look at some features on the overdue payment reminders screen before we create payment reminders the search field lets you filter by company name or by optional fields for salesperson region or customer type or to process invoices for a particular overdue stage such as delinquent the stage shown here is the aging period for the oldest overview invoice it determines the action selected for the customer and the template for customer emails you can double-click a row to view the invoices that will be listed on overdue reminder emails you can change the action for any customer for example from send email to create task and you can double-click the template column to select a different email template for individual customers to proceed select the customers that you want to send reminders then click the create button on the email and task options screen you can choose to attach copies of invoices to emails you can click the ar and oe options buttons to change the templates for all attachments and you can select the user and revisit date for phone call tasks tasks appear on users dashboards ing to the revisit date click the process button and the program will create one email or one phone call task for each selected customer when emails and tasks have been created you can see that processed customers are removed from the list and you can repeat the process for another group of customers allowing you to assign the next call tasks to a different user you can click the log button to see the full results of processing runs and you can click the process tab to see a list of past reminders and drill down from here to the customer record to display the payment reminder email that i just sent you can see the created call tasks on assigned users dashboards or look them up in the tasks window you can see here that call tasks include a list of overdue invoices as well as a quick way to document the call for more information on tie rocks collections please visit the tyrox website at .tyrocks.com or email us at info tierocks.com