If you are not using a CRM tool such as Sage CRM, there’s an easier way to collect outstanding AR – definitely not printing the Aging reports and jotting notes on paper which may, let’s face it, get misplaced. Sage 300’s Customer List & Customer Inquiry features gives you a quick and simple way to make your collection calls.

Step 1.

Select your list of customers to begin your calls

Use the “Customer List” icon to generate a list of customers that you want to work with based on your own criteria. To do this, go in to the Customer List icon and choose your criteria:

As with many Accpac screens, you can save these criteria so that you do not have to repeat these steps

Step 2

Once the list is generated, you can double-click on any entry to bring up the “Customer Inquiry” screen to use while making calls. You can also enter notes about each conversation on the comments tab – these notes are the same notes that appear in the Customer Master record.