Sage 200 - Credit Control Features
Within this document we will highlight some of the features from your Sage 200 system that can help with credit control.
As you can see from the picture opposite there are several items available to you with in the customer module that can assist with credit control, these can be found within reports.
Aged Debtors Reports can be used to highlight customer debt and how long the debt has been outstanding.
Alternatively, the Due Date Report will show you when the customers debt is actually due, which is especially useful for those of you that have customers with varying credit terms.
Debtor Letters can be an excellent tool for reminding customers of outstanding payments. The system will also automatically produce different letters depending on the age of the debt.
Transaction Memo Tab can be found in the transaction enquiry screen, in the detail box at the bottom by selecting the memo drilldown. This can be used for making notes on a transaction, such as credit control actions that have taken place.
