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A/R Automation ERP Integration Integrated Payments

Automate A/R in Sage 300. Get Paid Faster.

You do a great job for your customers and deserve to be paid for your services in a timely manner. But how often does it really work that way?

Many companies spend months trying to chase down payment for a job well done. This effort can cost you a lot of money and even more headaches. 

To address this, you can study up on the techniques for improving collections. But you can also automate your A/R in Sage 300 for maximum efficiency. There are many benefits to doing this, but the biggest are streamlining your A/R and accelerating cashflow.

Enter OneView

It was with this goal in mind that we created OneView, the best-in-class solution to automate A/R in Sage 300. 

How does OneView do this? It’s simple.

1) It loads a list of your customers from Sage and invites them to set up an account on your OneView portal

2) It pulls from Sage to show customers their outstanding balance, open and paid invoices, orders, credit notes, and other info.

3) When connected to Conligo Pay, it allows them to pay their outstanding invoices online. 

4) It generates automated emails to remind them of unpaid invoices or outstanding balances. 

Sound good? 

Let your customers shop for more!

We should also add that the portal allows customers to access inventory info from Sage and easily reorder items or add new ones. They can also enable an auto-reorder function for frequently ordered products. 

In short, OneView does 95% of the job of a full B2B webstore at a fraction of the cost and with much greater simplicity. That means greater reliability, speed, and convenience for you and your customers. 

We’re talking about a fully ERP-integrated solution that is:

  • Out-of-the-box
  • Highly configurable
  • Streamlined 
  • Simple
  • Clear
  • User-friendly 

For a list of this product’s incredible features, click here to learn more. If you’d like to learn more about how you can automate your company’ A/R process in Sage, book a demo today by reaching out to sales@conligo.ca.

Categories
ERP Integration Integrated Payments

You don’t have to switch gateways to integrate payments in Sage

Integrating payments in Sage can be a major hassle. 

First, there’s the fact that most payment integrators will force you to work with their preferred gateway. That means you’ll need to switch away from your existing gateway. It also means risking the credit card data you have stored with that gateway and needing to recollect it. Sure, your current gateway might provide you with this data when you integrate payments in Sage. But they aren’t legally required to do this. 

Even if they’re nice about it, you’ll increase your PCI exposure by handling sensitive credit card data during the switch. 

And even if you get your existing credit card data migrated to an integrated gateway, you might pay much higher transaction fees. That’s because the landscape of integrated payments is far more specialized than the world of generic payment gateways. 

In the end, what you end up with is a costly, risky, and time-consuming switch to a new payment gateway and higher transaction fees.

But what if there was a way to gain all the benefits of integrating payments in Sage without needing to switch gateways?

The Solution

This is one of the many benefits of using Conligo Pay to integrate payments in Sage. Our solution will integrate your existing gateway with Sage 300 and charge rates that are specific to the integration portion. 

Because it’s a cloud-based solution, Conligo Pay will also ensure that you are always automatically upgraded to the most recent version of the software. Our upgrades are also reverse compatible with over a decade’s worth of prior versions of Sage 300. That means you can rest assured that your payment integration is always current.  

To learn more about the many benefits of a flexible payment integration solution, visit our product page for Conligo Pay. If you have any other inquiries, please don’t hesitate to reach out to our Director of Sales & Marketing, Phil Glennie at pglennie@conligo.ca.  

Categories
ERP Integration Integrated Payments

The Overlooked Opportunities of B2B Ecommerce

Think that ecommerce is really more of a B2C thing? Think again. B2B ecommerce is in fact twice the size of B2C ecommerce today, and it’s anticipated to be the largest area of ecommerce growth for 2020-2025.

At the end of the day, everyone wants to accomplish more online these days, and this desire is only going to accelerate with time as younger cohorts become the buying class of the B2B world. In fact, that day might already be here, as a 2017 report by Merit found that a full 73% of B2B buyers today are Millennials, and that this group strongly prefers to buy online.

That’s why it’s essential for B2B customers to be able to achieve core transaction tasks, like viewing and paying open invoices, or viewing order and transaction history, through an online portal just as any B2C customer might expect.

This vision might not feel right to many, who still believe that in-person sales and relationships are at the core of B2B commerce, especially in sectors with long sales cycles and multi-year, even multi-decade vendor relationships. The fact is that both things are true, and this is why B2B ecommerce requires not only a portal where customers can view and pay invoices, but also a portal that your sales and customer service reps can easily create new orders.

Traditionalists are also right when they say that B2B customers aren’t the same as B2C customers. B2B customers often know what they’re looking for. They also have a greater need to have their invoices and order history easily viewable, as well as the ability to easily reorder items that they typically order on repeating cycles. These needs are so different that many companies that serve both groups have begun having a separate ecommerce platform for their B2C and B2B business.

While it’s crucial to have user-friendly portals for your customers and sales reps, it’s just as essential to make sure that these solutions send data directly into your backend accounting and inventory system, or ERP. When your online B2B portal is also connected to ERP-integrated payment processing, you truly have all the most vital data being inputted by your customers and running directly into your ERP. This creates a more frictionless experience for all involved, and if there’s one principle that’s true in the digital age, it’s that the less friction you have in your processes, the easier it’ll be to retain both customers and talented staff.

To learn more about the benefits of letting your B2B customers view and pay invoices online, and of having this information automatically run back to your ERP system, please reach out to us today at sales@conligo.ca. We’d love to connect to learn more about your current needs and how to meet your goals moving forward.

Categories
Integrated Payments

How ERP Integrated Payments Became a Must-Have

The year is 2020, and it’s become very difficult for companies to justify continuing on without ERP integrated payments. This isn’t just the case for B2C commerce, but B2B too.

ERP payment integration refers to the authorization and capture of payments directly into a company’s ERP system. This can take place in different ERP screens, such as Order Entry or Accounts Receivable, but the general principle stays the same. This is all about making sure payments are captured and recorded in the very heart of a company’s accounting and inventory control.

As Toolbox.com reports, integrating payment processing with an ERP ends up making both solutions better.  “Because payments increasingly are the primary touch point an enterprise has with consumers,” the report notes, “better integration of ERP and payments data becomes critical to improving both customer experiences and organizational efficiency.”

The Need for ERP integrated payments

 

It’s easy to argue that as a business scales, the need for seamless, durable, and frictionless payments becomes more essential. As the number of transactions climbs into the thousands, it becomes almost impossible for humans to keep up with the demands of manually entering payment information into the ERP. This isn’t to mention the burden of PCI compliance they take on, or the human toll of having people constantly enter all that data manually. On top of that, you also have to cope with human error, which can quickly cascade into much larger problems as a company grows.

But what about a small to medium-sized company that isn’t
really growing? Even in this case, it’s tough to argue that the cons of ERP integrated payments outweigh the pros. Some of these pros include the following:

1.    Save time

While it might be tempting to continue using manual workarounds for getting data into a company’s ERP, many of these workarounds
aren’t actually PCI compliant, and they use up a lot of a company’s staff hours. Now, that data automatically appears in the ERP.

2.    Improve your cash flow

You’ve got vendors, employees, taxes, and other costs to pay, so your business needs to have a clear, up-to-the-moment understanding of its cash flow. And no one likes long waits for invoice payments. ERP payment integration provides reliable, up-to-date reports on exactly how much money your business has available at the end of each business day, which helps you manage everything from payroll and inventory to paying vendors.

3.    Reduce human error

Human beings make mistakes. It’s what we do. Having a person re-enter data always introduces the possibility of error, either in the form of entries being duplicated or data entered incorrectly or applied to the wrong account. This could bog a company down for hours trying to locate the error. It can also frustrate customers through overbilling, not having a payment properly attributed, or false tax reporting. The seamless flow of data into the ERP eliminates entry errors and provides confidence that accounts are accurate.

4.    Reduce your labour costs

Integrating the payment process also eliminates the need to have a dedicated accounts receivable employee on payroll. You can also avoid paying an accountant for the sole purpose of re-entering data from credit card transactions to reconcile accounts. In addition, you can save time and money you might otherwise spend training employees due to the growing simplicity of the entire process of payment integration.

For these reasons and more, ERP integrated payments have become a competitive must-have for businesses both big and small. If you are interested in learning more about how integrated payments can help save your company a lot of time, money, and headaches, you can reach out to Conligo at sales@conligo.ca to learn more. We’d love to discuss how ERP integrated payments can help you move your business forward.