| TaiRox Collections |
Available for $2,195 + $550 per year *, TaiRox Collections provides collections features, integrated into the Sage 300 desktop.
Email invoices and payment reminders, keeping a record of what was sent.
View all customer communications in one place.
Manage phone tasks, disputed invoices and promised payments from a collections-focused dashboard. *Pricing effective October 1, 2026.
More: PDF Brochure – Video – Demo Guide |
| New: Support is added for Sage 300 2027. |
| New: Overnight Scheduling: Send overdue payment reminders, payment due alerts, invoices and statements. Automatically close disputed invoices, tracked invoices and promised payments. Run a fast data integrity check. See: Picture |
| New: Tasks and Cases: When you change an assignment, you can send an email to the newly assigned user.The email body is determined from a template, which is configurable. See: Picture |
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Two of our clients with the largest number of AR invoices per month have chosen to purchase Tairox Collections.
Each of these customers have more than 500 to 600 overdue payment reminders as a nightly scheduled task.
The product has been rock-solid. TaiRox support has been outstanding:
answering feature questions, helping with go-live planning and assisting with environmental issues. Scott McMillian, Advanced Applications. Show complete quote.
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| Collections Features |
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| • | Overdue Payment Reminders: Email stage-specific reminders or generate phone call tasks for customers with overdue accounts.
Opt out customers or add customer-specific grace periods.
Nicely formatted HTML emails are sent to multiple customer contacts, and include a current account summary.
Phone call tasks are included on users' dashboards. See: Picture – Video | | • | Customer Aging:
See an aged trial balance on screen, with more information, in less than a second.
A flags column marks customers with unapplied cash, disputed invoices and promised payments.
Use enhanced filtering and sorting options.
Flip from a customer-centric view to a document-centric view with one click. See: Picture – Video Read: Memo | | • | Send Invoices:
Bulk send A/R Invoices, O/E Invoices, and CR/DR Notes.
Store a record of sent emails as a communication.
Send Invoices will run interactively or can be driven by the Scheduler program (included with Collections). See: Picture – Video | | • | Resend (ad-hoc) Documents: When a customer is stalling payment by asking for more details,
select any collections related accounting documents from one screen:
A/R Invoices, A/R Receipts, A/R Statements; O/E Orders, O/E Invoices, and O/E Credit/Debit Notes.
Drag and drop additional files into the communication tab and send the email to multiple contacts. See: Picture – Video | | • | Dashboard:
The date-oriented dashboard shows phone call tasks, promised payments, disputed invoices and tracked invoices.
A revisit date ensures that items will appear on a user's dashboard until closed.
See daily, weekly, monthly or yearly views.
See assigned-to-you or assigned-to-your-team items.
See: Picture – Video |
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| • | Promised Payments: Record the date promised, amount promised, and amount paid.
A revisit date is required.
Link one or more invoices related to the promise. See: Picture – Video | | • | Disputed Invoices: Record the amount in dispute.
A revisit date is required.
Link any number of files or notes to the dispute. See: Picture – Video | | • | Tracked Invoices: Track important invoices as soon as they are created (before they are overdue or disputed).
Link any number of files or notes to the invoice. See: Picture – Video | | • | Payment Due Alerts:
Nicely formatted HTML emails are sent to multiple customer contacts before their invoices are due.
The alerts list all unpaid - but not overdue - customer invoices. See: Picture – Video | | • | Collections Performance: See trend lines in the Average Days to Pay, Average Days Overdue, and Collections Effectiveness Index charts.
Review details and totals in the Disputed Invoices and Promised Payments reports. See: Picture – Video |
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| Scheduler |
| Scale up! Send hundreds of invoices, statements, overdue payment reminders and payment due alerts overnight
by scheduling a Windows Task. Automatically close disputed invoices, tracked invoices and promised payments.
Run a fast data integrity check. See: Picture – User Guide |
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| Platform Requirements |
| • | Sage 300 2018 to 2027: A single executable program works with these platforms. | | • | .NET Framework 4.7.2 or higher is required. | | • | Visual C++ 2015 Redistributable (x86) - 14.0.23026 or higher is required. | | • | Detailed Platform Requirements |
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| More Technical Details |
| Archived Distribution 2014-2017 |
| Implementation Guide A step-by-step method for Collections implementation. |
| CRM Object Model A step-by-step method for Collections implementation. |
