Equation Tech Blog

Get Paid Faster & Improve Customer Experience with Sage AR Automation

Written by EQ Tech | Tue, Dec 23, 2025

Managing accounts receivables (AR) can feel like an endless game of cat and mouse. Small companies spend an average of 10% of their working days hunting down unpaid invoices, and on average, they often wait an extra 14 days past an invoice’s due date to receive the necessary payment. This cycle continues – just when you think you’ve got everything under control, another overdue invoice pops up. If you’re tired of chasing payments and dealing with messy collections, we have some good news: Sage AR Automation for Sage 300 can take a huge chunk of that work off your plate.

Let’s break down how this tool can transform your AR collections process, so you can decide whether it’s the right fit for you.

What is Sage AR Automation?

Sage AR Automation is like having an extra set of hands in your AR department – ones that never take a day off. It’s a powerful suite of tools designed to reduce Days Sales Outstanding (DSO), improve cash flow, and boost the productivity of your AR team. With automation handling customer communications, collections management, and cash application, your team can focus on more strategic tasks instead of chasing down payments. For companies that have fully automated their AR processes, more than 80% said it made their business more efficient/successful.

Key Features

Here’s a quick peek at some of the coolest features:

  • Collections Activity Management
    No more digging through spreadsheets to see who still owes you money. Your AR team gets an automated activity list with a clear view of each customer’s account and collections status. No more scrambling for information – just streamlined workflows that help turn outstanding invoices into cash.
  • Customer Self-Service
    Give your customers 24/7 access to their accounts with a secure online portal. They can review invoices, manage payment options, and send messages. This portal helps clients (no matter where they’re located) pay on time without your team chasing them down – AKA: no more back-and-forth emails or telephone tag.
  • Automated Customer Communications
    Imagine no more email follow-ups. Sage AR Automation comes with a library of templates that you can tweak to match your business. This enables you to send timely reminders, follow-ups, and notifications, keeping your customers in the loop without adding extra work for your team.
  • Cash Application Management
    Why waste time matching payments to invoices by hand? This feature does it for you, so your cash gets where it needs to go… and fast.

Plays Nice with Sage 300

Since it’s built for Sage 300, everything syncs and pulls in customer invoices, payments, and contact details seamlessly. You can also tailor it how you want, allowing you to set up workflows that align with your business rules. It even supports multiple entities if you need that flexibility.

Is This What You’ve Been Waiting For?

If your AR team is drowning in manual tasks, struggling with slow payments, or constantly dealing with overdue invoices, Sage AR Automation could be just the solution you need by your side. By automating key processes, you can reduce DSO, enhance customer relationships, and free up your team’s time for higher-value work, which improves job satisfaction and keeps staff around longer.

Want to See It in Action?

Take an online tour of Sage AR Automation or schedule a demo to see how it can work for your business. Got questions? Don’t be shy and reach out to our experts!

In Case You Missed It: Sage 300 v2026 is Here

There’s more good news. This Fall, Sage 300 v2026 was officially released. Our experts are already testing the latest updates to determine which features will have the biggest impact for businesses like yours. We’ll share our take on what matters most to you soon. So, while Sage AR Automation can make a big difference today, there’s even more to look forward to with v2026 and the enhancements it brings to the Sage 300 ecosystem.