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Sage Billing and Payment
Don’t let your accounts receivable
processes hold you back.
Sage ERP
Improve efficiency and cut costs
Sage Billing and Payment is a cloud-
based subscription service that uses the
Sage Data Cloud to stay linked to your
Sage ERP system, which speeds up
billing and payment. It allows you to:
•	Eliminate manual data import/export
as it dynamically transmits invoicing
data to the Accounts Receivable
module.
•	Improve the customer invoicing cycle,
which helps to reduce invoicing
expense, invoicing time, and DSO.
Streamline your billing and improve
your cash flow
When it comes to collecting payments,
there is often considerable lag between
when accounts receivable issues an
invoice and when it receives a payment.
Close the payment gap with Sage Billing
and Payment and improve the whole
process so your cash flow heads in the
right direction.
Make life easier for you and your
customer
Lost invoices mean possible delays in
payment. Sage Billing and Payment
sends electronic invoices directly to
customers, reducing customer inquiries
about a missing bill. Additionally,
customers have the option to
conveniently pay their bill electronically,
so you get paid faster.
Join the digital revolution—it’s easier
than you think
Your paper-based system is inefficient,
time consuming, and hardly cost
effective, but it’s in place, so you accept
it as the price of doing business. Here
are some reasons why you need to
consider using Sage Billing and
Payment:
•	Many of your customers handle their
personal finances electronically and
are coming to expect the same
convenient options for business.
•	It takes only hours to connect it to your
Sage ERP system.
•	The monthly cost is less than the
average cost of preparing and mailing
20 invoices per month.
Benefits
•	 Serve customers better with the
convenience of electronic invoicing
and payment while still supporting a
paper-based option.
•	 Improve cash flow by delivering
electronic invoices up to 80% faster
than paper disbursement.
•	 Free up funds for growth by
reducing the costs of generating
and sending paper invoices and
communications as well as
processing paper checks.
•	 Reduce the time associated with
redundant paper-based invoicing
and payment processes and
allocate that time for other tasks.
•	 Get paid faster by accepting
electronic payments and reducing
days sales outstanding, or DSO.
•	 Increase order volume without
increasing headcount by reducing
the time required to generate
invoices and receipts.
•	 Deliver better customer service
and reduce customer inquiry calls
with the Online Portal (24/7
customer support). (coming soon)
Be the company your customers want to do
business with.
Get paid with the click of a mouse.See important information at a glance.
For more info, visit:
SageMobileApps.com
or contact us at
866-996-7243
©2013 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities.
All other trademarks are the property of their respective owners.
Click-to-pay
•	 Accepts credit cards in the US and
Canada
•	 Accepts ACH in the US
•	 Accepts partial payments
•	 Allows for multiple payments per
invoice
Online dashboard
•	 Display current invoice status: Sent,
Opened, Clicked-to-Pay, Paid.
•	 View all returned emails to see if
invoices have bounced back.
•	 Resend invoices quickly.
•	 View all open invoices with balance
due and payments made.
•	 View communication history including
date sent and email tracking.
•	 Add and manage billing contacts.
Customer portal (coming soon)
•	 Provides 24/7 customer access to
invoice and payment history
•	 Allows customers to make payments
online
•	 Has a customizable template for easy
branding
Sage Billing and Payment is available
through an affordable monthly
subscription fee. Contact your Sage
representative today.
User interface
•	 Compatible with multiple web browsers
•	 Accessible through mobile devices
•	 Provides real-time integration with
Sage ERP solutions
Electronic invoices
•	 Choose between electronic and paper
invoices by customer.
•	 Select from available templates.
•	 Customizable HTML email invoice
•	 Include a logo and choose fonts and
colors.
•	 Add banners, coupons or other
graphics to your invoices.
•	 Select fields to include and exclude.
•	 Enter multiple billing contacts per
company.
•	 Add cc: and bcc: email addresses to
communications.
•	 Edit customer details, like adding an
email contact.
Electronic Receipt
•	 Automatically emails customer when
payment received
•	 Provide customers with electronic
proof of payment to save for their
records
Sage ERP
Sage Billing and Payment
Features and functionality

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Sage ERP Payment Billing spec sheet

  • 1. Sage Billing and Payment Don’t let your accounts receivable processes hold you back. Sage ERP Improve efficiency and cut costs Sage Billing and Payment is a cloud- based subscription service that uses the Sage Data Cloud to stay linked to your Sage ERP system, which speeds up billing and payment. It allows you to: • Eliminate manual data import/export as it dynamically transmits invoicing data to the Accounts Receivable module. • Improve the customer invoicing cycle, which helps to reduce invoicing expense, invoicing time, and DSO. Streamline your billing and improve your cash flow When it comes to collecting payments, there is often considerable lag between when accounts receivable issues an invoice and when it receives a payment. Close the payment gap with Sage Billing and Payment and improve the whole process so your cash flow heads in the right direction. Make life easier for you and your customer Lost invoices mean possible delays in payment. Sage Billing and Payment sends electronic invoices directly to customers, reducing customer inquiries about a missing bill. Additionally, customers have the option to conveniently pay their bill electronically, so you get paid faster. Join the digital revolution—it’s easier than you think Your paper-based system is inefficient, time consuming, and hardly cost effective, but it’s in place, so you accept it as the price of doing business. Here are some reasons why you need to consider using Sage Billing and Payment: • Many of your customers handle their personal finances electronically and are coming to expect the same convenient options for business. • It takes only hours to connect it to your Sage ERP system. • The monthly cost is less than the average cost of preparing and mailing 20 invoices per month. Benefits • Serve customers better with the convenience of electronic invoicing and payment while still supporting a paper-based option. • Improve cash flow by delivering electronic invoices up to 80% faster than paper disbursement. • Free up funds for growth by reducing the costs of generating and sending paper invoices and communications as well as processing paper checks. • Reduce the time associated with redundant paper-based invoicing and payment processes and allocate that time for other tasks. • Get paid faster by accepting electronic payments and reducing days sales outstanding, or DSO. • Increase order volume without increasing headcount by reducing the time required to generate invoices and receipts. • Deliver better customer service and reduce customer inquiry calls with the Online Portal (24/7 customer support). (coming soon) Be the company your customers want to do business with. Get paid with the click of a mouse.See important information at a glance.
  • 2. For more info, visit: SageMobileApps.com or contact us at 866-996-7243 ©2013 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. Click-to-pay • Accepts credit cards in the US and Canada • Accepts ACH in the US • Accepts partial payments • Allows for multiple payments per invoice Online dashboard • Display current invoice status: Sent, Opened, Clicked-to-Pay, Paid. • View all returned emails to see if invoices have bounced back. • Resend invoices quickly. • View all open invoices with balance due and payments made. • View communication history including date sent and email tracking. • Add and manage billing contacts. Customer portal (coming soon) • Provides 24/7 customer access to invoice and payment history • Allows customers to make payments online • Has a customizable template for easy branding Sage Billing and Payment is available through an affordable monthly subscription fee. Contact your Sage representative today. User interface • Compatible with multiple web browsers • Accessible through mobile devices • Provides real-time integration with Sage ERP solutions Electronic invoices • Choose between electronic and paper invoices by customer. • Select from available templates. • Customizable HTML email invoice • Include a logo and choose fonts and colors. • Add banners, coupons or other graphics to your invoices. • Select fields to include and exclude. • Enter multiple billing contacts per company. • Add cc: and bcc: email addresses to communications. • Edit customer details, like adding an email contact. Electronic Receipt • Automatically emails customer when payment received • Provide customers with electronic proof of payment to save for their records Sage ERP Sage Billing and Payment Features and functionality