Simplify your accounts receivable operations with automated customer statement distribution for Sage 300. This custom application eliminates the need to manually generate and email customer statements every month, automatically producing PDF statements and delivering them to the appropriate customer email addresses. Designed to support multiple Sage 300 companies, the solution can be scheduled to run automatically, saving your AR team valuable time and reducing repetitive administrative work.
Flexible configuration and seamless integration allow you to tailor the process to your business requirements. Control statement delivery using each customer’s existing Sage 300 delivery settings, including delivery to customers, individual contacts, or multiple designated contacts. Configure email templates, statement aging periods, dunning messages, and other statement parameters for each company. The application also maintains copies of generated PDF statements, making them available for future reference.
Improve efficiency while maintaining control over your AR process. The application provides summary email notifications after each run, helping your team stay informed about statement processing. When email delivery issues occur, your team can follow up on returned delivery-error messages and arrange alternative delivery where needed. By automating a recurring, time-consuming task while retaining flexibility and visibility, this solution helps your business streamline receivables management and free up staff to focus on higher-value activities.