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Sage 200 Evolution Proof of delivery system

Sage 200 Evolution Debtors Manager

What is Sage Evolution Debtors Manager?

Sage Evolution Debtors Manager is an add-on module designed to help businesses collect on overdue invoices. It is designed to optimize the invoice collection process and provides visibility of each outstanding invoice along with reasons why it is overdue and expected payment dates.

This module provides you with a set of tools to customize your own collection workflow and the smart automation to ensures that you spend your valuable time running your business rather than spending time driving the software.

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Simplify your invoice collection process with Sage Evolution Debtors Manager

What can the Sage Evolution Debtors Manager Module do for you?

The Debtors Manager Module enables you to send outstanding invoice reminders as well as overdue invoice reminders. You are also able to place invoices on hold. The debtor’s manager workflow system can automatically place invoices on hold which will ensure that no new invoices can be processed to a specified customer.

You can restrict which users are able to make specific changes to customer invoices and debtors manager communications. Should there be more than one contact person, you have the ability to add additional contact persons that will also receive the debtor’s manager communications.

The Add-on module enables you to set reminders for yourself. For example, you can set a reminder to process a credit note and specify when you would like the module to alert you.

The reminders can include:
  • Anticipated Payment notes
  • Call customer again
  • Copy Invoice requested
  • A credit note to be processed
  • Credit reviews required
  • Hand Over
  • In dispute
  • Interest to be charged
  • Left a message
  • POD Requested
  • Send Email / SMS

From your age analysis, you will select the debtor or aged amount and record why the amount is still in arrears. Furthermore, you can then decide what steps should be taken and which date the customer has promised to make the payment.

The debtor’s manager will provide you with instant and accurate cash flow reports, reconciliation of outstanding invoices, the number of days that the invoice has been outstanding for, a full customer payment history, notes on all calls made to the debtor, call-back reports, and age analysis movement reports that tracks the movement in balances for each debtor.

This provides visibility of why an invoice is outstanding and when the customer has promised to pay it. What has been done, and what is still to be done in order to collect the payments due.

Why you should choose Sage Debtors Manager

Keeping track of debtors can be tedious but the process is streamlined and simplified with the Sage Debtors manager Add-on Module. Send automated reminders to your customers.

The modules offer visibility for management, simplified reconciliations, reduced risk of write-offs, systematic and automated collection processes, accurate cash flow forecasting, and increased efficiency and productivity.

Ready to try Sage Debtors Manager?

Sage 200 Evolution

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