Sending documents from Sage 50 software

Imagine you could have a full audit trail on every document you sent...

Apologies, up front, for specifically writing about one of our own products but it’s relevant to an issue that came up at a recent event I attended.

Last week, a colleague and I attended some Sage events.  During the course of one of the events I got into a conversation with a lady from a small accountants practice.  We were discussing how hard it is for small businesses to manage their cash flow, particularly when they have a high volume of very low value invoices.  When is it cost effective to chase up and resend invoices when the amounts are less than £100 each?  If you are running a small business, you’ll be more than aware how valuable time, is so where do you spend it best when you’ve got to win new business and chase up invoices for business that you have already completed?

Clearly, if you could see where your invoices are and when they have reached their recipient, it would be extremely useful.  It would enable you to sort out any queries, chase those that haven’t been actioned and leave those that have already been approved.

The reason for attending the events was that we were launching our new product – secure-send for Sage 50.  Using our underlying virtual printer technology, our developers have managed to integrate the technology with the Sage API, to create an add-on that links directly into their Sage software.  In essence this means that when Sage 50 users install our software it links to their Sage 50 Accounts system.  Instead of printing an invoice you can now “virtually” print it – this creates a PDF which is then emailed to your customers. 

The immediate advantage is the saving in print and postal costs, the secondary advantage is that, if you are the sender, you can then see when the invoice was sent, received and opened.  We have also built in a recipient response mechanism which enables the receiver to click a button at the top of the invoice confirming the status: accepted, pending, queried.  They can then add a note if they want to e.g. I don’t think that was the price agreed for item 3 and send it back.

I think you get the point – this audit trail could help in more ways than one.  Secure-send for Sage 50 isn’t just for invoicing, it also covers statements, quotes, payslips, P60s etc.  In addition to sending the documents cheaply and securely, a copy of each is also back up in a secure online store – giving you extra peace of mind.  In addition, if you use the ePayslip service it also creates an account for each of your employees so that they can get past copies of their payslips at any time they want to.

If you are interested in finding out more, then you can email me and I’ll include you on our list for our next webinar dawn.baker@sslpost.com