Sage 300 ERP Accpac Invoicing Made Easy
3 easy steps your business can take to remove the hassle from invoicing.
1. Get the fastest way to send invoices:
Send invoices by email, snail mail or fax! Sage 300 ERP Accpac lets you do this in one click by simply pressing “send invoices.” If your invoices don’t have an email address included they will automatically be printed and ready to mail or fax. Automate your workflow and stop processing invoices one at a time, your tongue will say thank you.
2. Get the fastest way to receive payments:
This customer portal allows your customers to manage their account online, any time. Customers can, with appropriate permissions, modify contact information, view order and invoice history, pay open invoices, reprint and more Real-time. All payments are passed into Accpac as if they were entered directly into Accpac. Payments are handled through a PCI Compliant Vaulted Payment Gateway offering you increased credit card security by off-loading the storage of credit cards to the payment gateway and storing only a “profile” in Iciniti’s Credit Card module. Sales people can also use it to manage the account, place orders, see open invoices, check a specific customers pricing, check on inventory and more.
3. Don’t let your customers fall behind on payments
When your customers fall behind in payment, Sage CRM Collections manager will automatically create emails to follow up emails for unpaid invoices at specific aging dates such as 30, 60 and or 90 days. You can also record notes, communications and tracking history.