Solution Properties
Solution ID:
241107114040760
Last Modified Date:
Fri Apr 04 15:17:27 UTC 2025
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
Sage Copilot - Debt Management
Description

When you see this Debt summary section in Copilot, you can get quick insights that help you manage overdue invoices and chase payments.

The Sage Copilot window, showing a profit and debt summary, with the debt summary highlighted in the example.

Cause
Resolution

Debt summary

Here you can view overdue invoices and invoices approaching their due date and see payment trends based on your customers' average time to pay. 

The Copilot window in Sage 50 Accounts, this show the expanded functions of the Debt summary option to view overdue invoices, invoices approaching their due date and the option to analyse payment trends.

Here's an example of how the overdue invoices function works:
1. Selecting View all overdue invoices will load a list of invoices

The image shows the overdue sales invoices screen in Sage Copilot, with options to view invoices, statements or remind later.

2. Use the Actions drop-down to either:

  • View the transaction
  • Send your customer a statement
  • Receive a reminder in the Diary about the transaction later

The image shows the pop-out actions menu, with options to view transaction, send customer statement or remind about the invoice later.

You can send multiple customer statements:

  1. Use the tickboxes at the left side of the window to select the relevant invoices.
  2. Click Send customer statements at the bottom of the window:
    The image shows the UI button to send customer statements from Sage Copilot.

 TIP: There'seven more helpful functions for managing debt with Sage Copilot. We recommend trying each of the options to see what works for you.  

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