This program helps you:
- Automate your A/R invoice and statement distribution with Sage 300
- Generate and email PDF reports to your customers with one click
- Track and re-send emails with ease using our comprehensive history feature
Screen 1: Send Emails
Smart Filtering:
- Choose customers and invoices to process
- Set date ranges to match your needs
Processing Options:
A/R Invoices
- Send Fully Paid Invoices
- Send Outstanding Invoices
- Reprint Previously Printed Invoices
A/R Statements
- Run Date
- Cutoff Date
- Include Debit/Credit/Zero Balances
- Reprint Statements
How it Works:
1. Retrieves your selected invoices and statements from Sage 300
2. Creates PDF reports
3. Prepares emails using your Sage templates
4. Sends to your Sage customers’ preferred recipients
5. Keeps track of all sent emails for your records
Screen 2: Email History
Everything at Your Fingertips:
- Access full history of emails and documents sent
- View all sent email statuses, content, attachments and recipients
- Sort by date, status, report type, customer, etc.
- Access sent PDFs with one click
- Re-send any email
- Choose new recipients when re-sending
Powerful Search & Tracking:
- Find any email by date, report type, customer, recipients, subject line, body, etc.
The A/R Emailing Program automates the distribution of customer invoices and statements in Sage 300. It generates PDF reports, emails them directly to your customers, and keeps a detailed history of all communications, saving time and improving accuracy.
Yes. The program supports A/R invoices (fully paid, outstanding, or previously printed) as well as A/R statements. You can set run dates, cutoff dates, and choose whether to include debit, credit, or zero balances.
With Email History, you can easily track all sent emails, view their status, access attachments, and search by date, report type, customer, or recipient. You can also re-send emails or choose new recipients, ensuring you never lose track of important communications.
Manual distribution is time-consuming and prone to errors. The Sage 300 A/R Emailing Program streamlines the process with one-click sending, smart filtering, Sage template integration, and comprehensive tracking—helping you save time, reduce mistakes, and maintain professional consistency.
