Events

Sage 300: Customer Portal and Payments

Written by Adrian Montgomery | Mon, Apr 18, 2022 @ 20:04 PM

Complimentary Webinar

Date:  Thursday, April 21, 2022

Time:  11 AM PT / 2 PM ET

Join us to learn how to automate customer self-service and payment collection with an integrated Customer Portal solution for Sage 300.

In this 40-minute presentation we will demonstrate the following:

  1. How to create and manage a customer portal or website for your customers to:
    • View account details
    • View all relevant documents
    • Reprint invoices & other documents
    • Pay their accounts online
    • Store credit card details (card token) for future use (New)
    • Quick Order Entry
    • Merchant Administration Console
    • Usage Statistics
    • User Management
    • All in real-time
  2. Top 6 Mistakes to Avoid with Credit Card Processing Contracts
    • Early termination fees & long-term contracts
    • Rate negotiation 
    • Liquidated damages
    • Equipment leasing 
    • Grossly overstated savings
    • 24x7 LIVE REAL-TIME support when you need it

We look forward to "seeing" you on April 21, 2022!