Save time chasing up payments by monitoring your outstanding invoices and sending out reminders at set times with our Credit Controller, formerly known as Debt Chaser.
This add-on will email your customer (either before the payment due date, after the payment due date or both), listing outstanding invoices and how long they've not been paid for. Any customer who has not made payment after 2/3 reminders, triggers an internal email so you can switch to chasing them by telephone.
Key benefits of the Credit Controller:
|Features||What it does?||What it does for users?|
|Automated emails||Allows the user to set up automated emails, which will be sent out to customers that currently have outstanding invoices to pay.||Boost your efficiency by allowing the automated emails to do the admin work for you, freeing up your time to get on with other important business tasks.|
|Customise email templates||Customise templates to include relevant information to your customers, so emails can be set up from sending a gentle reminder to impending legal action if payment is not made. You can also offer many payment options i.e. bank transfer, PayPal or SagePay "Pay Now" button on the template making it easy for your customers to make payments.||The Credit Controller provides you with the flexibility to choose the severity of your reminders, giving you complete control of what is sent to customers. The listed payment options makes it convenient for customers to pay the invoices quickly and easily.|
|Customer specific terms||If you have certain customers on specific credit terms, the Credit Controller add-on will only chase those customers that have gone beyond those terms.||You choose the credit terms, so you have the peace of mind that customers will not be accidentally chased for payment. We know how each business needs to be treated independently.|
The Credit Controller is compatible with Sage 50cloud & Sage 50 Accounts (Essentials, Standard, Plus and Professional) v23 and above. If you are using an older version, please contact us to discuss your requirements as the Credit Controller may be compatible with it.