Debtor Management

Sicon Debtor Management is aimed at businesses requiring a faster, simpler and more efficient process for collecting payments. This solution handles the transactional elements within Sage 200, producing an output file that can be imported into your collection provider.*

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Functionality can be accessed directly in Sage 200 or via the web portal creating a single data source, ensuring both Sage and non Sage users are always connected. The web portal scales seamlessly when viewed on a mobile browser, which is particularly beneficial for users needing to access information remotely. This ensures that regardless of where the information is entered or amended, it is always up to date with no duplicate data entries or version control issues.

For users working in Sage 200, Sicon CRM assists in managing day-to-day activities, such as recording tasks and cases against sales and purchase orders. Outlook style pop-up reminders alert users to ensure these activities are then followed up.

 

Functionality is included to manage failed Direct Debits and provide greater flexibility for collection methods via defaults on the Customer’s Account, with optional overrides at Sales Invoice or Sales Order level.

Instalments/Payment Information for each transaction can be seen within the Sales Ledger Transaction Enquiry, and includes the ability to amend the payment method after the invoice has been raised. A user can also flag an instalment as failed with prompts to specify how to collect the failed instalment.

Sicon Debtor Management is available to purchase via your Sage Business Partner and is installed and maintained within Sage 200, using Sage 200 user licences with no Sicon specific user licences required.

* Debtor Management does not itself send the output file directly to the bank or do the collection. You will require a 3rd party solution (such as BottomLine-X or eCollect or the relevant Banks own solution).

Key Features

  • Collection Notices | Generate and send Direct Debit Collection Notices to customers.
  • Real-time Data Availability | Generate and export to CSV outstanding transactions due for collection, and then process both successful and failed collections, which will update the transactions and cashbook accounts
  • Easy to use | Seamlessly integrated in to the Sage 200 screens and processes.

Key Benefits

  • Seamlessly integrated into the Sage 200 screens and processes, which helps to significantly reduce user admin time when compared to a manual process.
  • Supports Standard & AUDDIS CSV formats, with flexibility to customise what fields to include, what order etc., in order to match the 3rd party’s import requirements.
  • The Sage Administrator can control what overrides to relevant DD information each Sage user is able to make when entering Sales Orders and Invoices, providing constraints to important customer information.
  • Sicon Debtor Management integrates with Sicon Contracts to further streamline the payment collection process for Sales invoices generated in this way.

Sicon Modules that Integrate with Sicon Debtor Management

Contracts | Combine with Sicon Contracts to further streamline the payment collection process for Sales invoices generated in this way.

 

Find out more….

To find out more about Sicon Debtor Management, please contact your Sage Business Partner or contact Sicon direct on 01284 722850.

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