Sage Copilot Debt management - Professional

 NOTE: If you're using Sage 50 Accounts v32.0 or below, follow our alternative Debt management article.  

Use Debt management in Sage Copilot to chase your upcoming and overdue customer invoices.

In Sage 50 Accounts Professional, you can also send your customers one off customised emails or automate these based on specific criteria, with Automated Payment Reminders.

How to access

1. Go to Customers and select Sage Copilot.
2. On the Sage Copilot window, select Debt management in the Debt summary section.

3. Then click Continue to Debt management on the Debt management with Sage Copilot window. 

This window provides information on the automated feature.

You'll now see the window with your upcoming and overdue customer invoices.

Debt management with Sage Copilot window

In this window you can:

• Check how many days invoices are overdue or how many days remain until they are due
• Use Chase status and Chase history to view the status of each reminder sent

 TIP: Right-click any column heading to add or remove columns.  

Next steps

You can now email your customer invoice reminders manually or set up automated payment reminders to send automatically.

• Sage Copilot Debt management - Standard