We have over 600 customer and find credit control within Sage Line 50 Professional cumbersome.
Some of the following would help immensely to stream line the process
1. Automatic Issue of Statements
If each customer could be set to automatically send a statement by email at a set date, to a set email address this would save enormous amounts of time. We would need the ability to turn this feature on or off by individual customer and have a specific email field in their account for this purpose as it may differ from the invoice email address for example.When I say automatic, I mean fully automatic, it should just happen on a set date each month with no user input.
2. Automatic Issue of Copy Invoices
The most common reason we get for non payment of accounts, is that the customer did not receive the invoice (aka lost it). A fantastic feature would be for each invoice not paid to terms, an automatic email would go out to the customer the day after payment was due, with a copy of the invoice attached. We would need an email address specified for this purpose (another email address field) and the ability to edit what the email said.
Having the ability to use both of the above or one or the other would also be a benefit, so that you can mould a specific policy for each customer.
3. The ability to do global changes would also help. being reminded that we haven't agreed credit terms with each of our 600 customers is becoming tiresome, it would be handy to be able to tick that box for all of them in one go, then go and edit the customers we specifically need to edit. Trawling through 600 customer individually updating credit terms is not feasible.
Thanks Sage, we love your product in many other ways, but please make chasing money from our customers a bit easier!!
Cheers