Solution:  Sage CRM  |  CRM + AR MODULE  |  INDUSTRY:  All

Ready to Optimize Your Collections Process? 

Having outstanding invoices means you’re missing out on revenue - and bottom line, no one wants that. Although the process of collecting and collating all the invoices can be tedious, this is where BAASS Sage Collect can come in.

BAASS Sage Collect is an enhanced collections solution to aid in streamlining the collection of outstanding invoices and payments. The BAASS Sage Collect tool provides you with a selection of useful features that you can modify to suit your own needs for your collection process.

Reduce Data Entry Errors  Increase Efficiency Integrate


Prior to implementing the BAASS Sage Collect tool our team dreaded pulling outstanding invoices. This was a tedious manual process that took upwards of an hour. Now our team is able to run a request with a few clicks and within minutes the information is collected and emailed off to the customer.

Features & Benefits

BAASS Collect - Interactive Dashboards 2Interactive Dashboards

With a few clicks of the mouse you can now effortlessly pull all Sage 300 invoice information and review at a glance on a interactive dashboard any outstanding invoices.

The interactive dashboard comes with three unique views:

  1. The collections manager management dashboard provides an overview of your outstanding invoices.
  2. The collections manager user dashboard gives summary information of unpaid invoices that are assigned to the user.
  3. The collections manager company dashboard gives a summary view of unpaid invoices for an accounts receivable customer.


BAASS Collect - Printing and Email single Invoices

Print and Email Statements with Ease

Your collections team will now be able to reduce processing time from hours to minutes when collecting, collating and distributing the outstanding invoices. Ability to create PDFs of invoices and statements which can be added as attachments to a custom email to send to the client.



BAASS Collect - WorkflowWorkflows

With this tool your organization can set up custom workflows which will lead to optimization of streamlining of the collections process, allowing you to collect easier.  These workflows will be based on your companies collection process to help reduce error and save time.


Software Requirements
  • Supported version of Sage CRM and Sage 300
  • Microsoft Office 2013+ or Office 365
  • SQL

Request More Information

If you are interested in BAASS Sage Collect tool and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

More Information Pricing & Implementation Request

Meet our CRM Development Specialist

Zainab 2

Zainab S.

With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.