Challenge
A BC non-profit coordinating interpretation services for provincial ministries scheduled bookings separately from billing, and finance staff keyed each invoice into Sage 300 by hand.
Payment Solutions
Payment processing inside Sage 300.Less keying in AR.
Accept credit cards, ACH, and EFT online, post payments to the right receivable, and reduce manual reconciliation in your AR workflow. Set up and supported by a Sage Authorized Partner.
PCI DSSLevel 1 certified processors
Sage 300Connected to Accounts Receivable
FixedPrice, agreed before work begins
What's included
Payment automation for Sage 300.
Payment Gateway Integration
Credit card and digital payment processing connected to your Sage 300 Accounts Receivable, so payments post and invoices close with less keying.
Credit Card Processing
Accept Visa, Mastercard, and Amex from invoices or the customer portal, through Canadian payment processors, with chargeback management support.
ACH and Electronic Payments
Bank-to-bank ACH and EFT acceptance for B2B transactions, with typically lower fees than credit card, and posting to Sage 300 AR with remittance detail.
Self-Service Customer Portal
A branded online portal where your customers view invoices, download statements, and pay at any time, which can reduce inbound payment calls.
Automated Reconciliation
Payments post to the correct AR record in Sage 300, so aging reports reflect outstanding balances and your team reviews exceptions instead of keying entries.
Payment Analytics
DSO tracking, payment method analysis, customer payment behaviour, and collections reporting, so you can see where cash is getting held up.
How it is set up
- PCI DSS Level 1 processors
- Connected to Sage 300 AR
- Cards, ACH, and EFT
- Fixed-price setup
Fit
When integrated payments are worth it
This is a Sage 300 add-on for invoice payments. It is not the right project for every finance team.
Typically a good fit when
- You already run Sage 300, or are implementing it
- Finance staff key customer payments into AR by hand
- Customers ask to pay by card or bank transfer from an invoice
- High-value B2B invoices make ACH or EFT worth setting up
Often a weaker fit when
- You are not on Sage 300 and have no plan to move to it
- Very few of your customers pay electronically today
- You need point-of-sale payments in a store rather than invoice payments
How it works
How a payments project runs
We map your AR process first, because the right setup depends on how your customers actually pay.
Map your AR workflow
We document how invoices go out, how customers pay today, and where your team spends time reconciling.
Choose the processor
We review your current processor and bank, and identify which options connect to Sage 300 for your mix of card, ACH, and EFT payments.
Configure the integration
Gateway, posting rules, and the customer portal are configured against your Sage 300 AR setup and branded to your company.
Test posting
We run test payments through to AR and the GL and confirm they land on the correct records before any customer sees the portal.
Go live
Finance staff are trained on the workflow and on handling exceptions, and customers are invited to the portal when you are ready.
Ongoing support
Sage 300 upgrades and report changes are handled with your support retainer, and the integration is checked when the system changes.
Cost
What changes the cost
We do not publish a rate card. Our setup is scoped at a fixed price, and processing fees are set by the processor.
- Which payment types you want to accept, and how many AR ledgers or companies are involved
- Your Sage 300 version, and whether an upgrade is needed first
- How much customer portal branding and statement configuration you want
- Reporting needs beyond the standard aging and collections views
Community services
Case study: Sage 300 and Sage CRM connected end to end
- 65+ languages as Sage 300 items
- 100+ vendor interpreters
- Sage CRM and Sage 300 connected
What we did
We configured Sage CRM for scheduling and built the integration that creates sales orders and purchase orders in Sage 300 from each work order, with per-ministry pricing and invoice templates.
Result
Invoices are generated from actual delivery hours at the contracted rate, so finance staff no longer key them manually.
Our technology partners
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Payment Solutions FAQ
Common questions, answered.
Common questions about this service answered directly.
What payment gateways do you integrate with Sage 300?
We integrate credit card and ACH payment processing into Sage 300 Accounts Receivable using major Canadian payment processors. Payments taken through the gateway reconcile in Sage 300, which helps reduce manual journal entries and duplicate data entry.
Is ACH and EFT payment processing included?
Yes. We configure ACH and EFT acceptance for B2B transactions, which can reduce credit card processing fees on high-value invoices. Customers can pay directly from their bank account through the self-service portal.
How does automated reconciliation work?
When a customer pays an invoice through the payment portal, the transaction posts to the correct AR record in Sage 300, applies the payment, closes the invoice, and updates aging reports. Your team reviews exceptions rather than keying each payment.
Is this solution PCI compliant?
Card data is tokenized and processed through PCI DSS Level 1 certified processors, and no card numbers are stored in Sage 300 or on your servers. We configure the solution to minimize your PCI scope and provide documentation for your compliance requirements.
What is the self-service customer payment portal?
The customer portal lets your clients view outstanding invoices, download statements, and pay online at any time, which can reduce inbound payment calls and speed up collections. It is branded to your company and connects to your Sage 300 AR module.
Do we have to change our bank or merchant account?
Not necessarily. We look at your current processor and bank during the assessment and tell you whether they can connect to Sage 300, or whether a change would be needed. Processing fees are set by the processor, so we scope that conversation separately from our work.
Get Started
See how payments would work in your Sage 300.
Start with a complimentary assessment. We map your current AR workflow, identify the collection gaps, and show you how payment automation would work in your Sage 300 environment.