Sage Copilot Debt management - Professional

Summary

Information on Sage Copilot Debt management in the Professional variant of Sage 50 Accounts v32.1 and above.

Description

 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.

Resolution

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.

Debt summary section of Customer insights window with Debt management button.

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

This window provides information on the automated feature.

Debt management with Sage Copilot window.

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

Debt management with Sage Copilot window with overdue and upcoming invoices.button.

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.  

Field Description
Total overdue Total of outstanding transactions on the Overdue tab.
Total upcoming Total of outstanding transactions on the Upcoming tab.
Manage layouts Opens the Layout selection window to choose your invoice and statement email layouts.
Manage automated reminders Opens the Automated Payment Reminders window to set up and customise your email templates.
▼ Overdue tab
Field Description
Chase status field Filter the types of emails in the Chase status column.
Overdue up to View invoices by selecting the number of overdue days.

Image

 Export your invoices to Excel.
No Select the number to open the transaction information. 
A/C  Opens the Customer Record.
Outstanding The outstanding amount of that transaction.

Chase status column

 View the type of email sent to your customer.

Chase history

 View the history of each email sent.
Actions 

Select options to:

  • Compose reminder email
  • Generate statement
  • Remind me later - create a reminder for a specific date and time
Compose reminder email

Select your transactions and you can create your email on the Payment reminder email window.

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

 

▼ Upcoming tab

Displays any invoices for the next 31 days.

Field Description

Image

 Export your invoices to Excel.
No Select the number to open the transaction information. 
A/C  Opens the Customer Record.
Outstanding The outstanding amount of that transaction.

Chase status column

 View the type of email sent to your customer.

Chase history

 View the history of each email sent.
Actions 

Select options to:

  • Compose reminder email
  • Generate statement
  • Remind me later - create a reminder for a specific date and time
Compose reminder email

Select your transactions and you can create your email on the Payment reminder email window.

 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.

Related Solutions

Solution Properties

Solution ID
250610112659430
Last Modified Date
Wed Sep 17 09:29:08 UTC 2025
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