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Sage 300 automated SMS: text message payment reminders and collections for Sage 300 accounts receivable

Sage 300 has no SMS channel of its own. Statements and dunning messages leave Sage 300 Accounts Receivable by email or print, and that is the whole list. Every text a Sage 300 customer has ever received about an invoice came from something bolted on: an alerting tool that fires a template when a table changes, a custom script a Sage partner wrote, or an AR platform that reads the aging and runs the reminders itself. Which of the three you want depends on what the text has to do.

If the job is a generic alert (tell a rep a large discount was applied, tell a customer an order shipped), a workflow tool such as Codeless Platforms' BPA Platform, which markets a Sage 300 Automated SMS solution built on drag-and-drop templates, is the right shape. You design the message, pick the trigger, and it sends. It does not know or care whether the customer pays. If the job is to get invoices paid, the text is one step in a sequence: it has to know the invoice is still open before it fires, it has to stop the second the cash lands, and someone has to read the reply. That is an accounts receivable job, and it is what this page is about.

AccountsReceivable.ai syncs open invoices, customers and receipts out of Sage 300 two ways, then works each overdue invoice on a schedule: a reminder email before the due date, a text when it goes late, a firmer text and a live AI phone call as it ages, with every step suppressed the moment Sage 300 shows the invoice paid. Replies are logged against the invoice, a promise to pay gets its own follow-up, and applied cash is written back into Sage 300 so the ledger stays the system of record. Published pricing runs from $299 a month, and the SMS step is included on every plan.

Works inside QuickBooks, Xero & NetSuite Flat monthly fee · no cut of collections

Connect · chase · apply cash · DSO down

Collections Desk

Your books

Collected / wk

Outstanding

AR aging

Current · 30 · 60 · 60+ · paid

Open invoices

Agent worklog

Live

Put this AR on autopilot to watch the agent chase, collect and reconcile.

Dunning sequence

1 Email
2 SMS
3 Call
4 Promise
Paid

Live, interactive · no card, no connection needed

DSO → collected invoices cleared

Flat monthly fee · we never take a cut of what we collect · works inside your accounting system

QUICKBOOKS XERO NETSUITE

Flat fee no cut of collections

Bank-grade security

Why it works

What your team gets with Sage 300 automated SMS

Texts that know the invoice is still open

A template alert fires when a record changes and never looks back. The agent reads Sage 300 open items before every send, rolls three late invoices to the same customer into one message with one payment link, and cancels the text if a receipt posted in Sage 300 an hour ago. Nobody gets a reminder for an invoice they paid yesterday, which is the fastest way to lose a customer's goodwill.

US texting rules handled for you

Business texts to a US mobile number are still covered by the TCPA, and carriers filter application-to-person traffic that is not registered under 10DLC. The agent sends from a registered number, keeps to daytime hours in the customer's time zone, honors STOP instantly, and records the opt-out against the customer in Sage 300 so no other channel, including your own staff, texts them again by mistake.

Replies read, cash posted back

A reply of "paid this Friday" becomes a promise to pay with its own follow-up. "We never got the invoice" triggers a resend with the PDF attached. A dispute about quantity routes to the account owner with the invoice open. When the ACH lands, the agent applies it across the invoices it covers and writes the receipt back into Sage 300, so the text, the promise and the payment all sit on one customer record.

What it handles

Chased, collected and reconciled on autopilot

The agent syncs your invoices, chases each one across email, SMS and phone, applies incoming payments to the right invoice, reconciles your ledger, and predicts when every customer will pay.

  • Two-way sync with Sage 300 open invoices, customers and receipts
  • Escalating sequence: email, then SMS, then a firmer SMS, then a live AI phone call
  • Every text suppressed the moment the invoice shows paid in Sage 300
  • STOP handled, daytime-hours sending, opt-outs written back to the customer record
  • Replies logged as promises to pay, resends or disputes, each with a next step
  • Applied cash posted back into Sage 300, flat fee from $299 a month
ON EVERY INVOICE In order
  1. 01 Sync Reads the open invoice, its terms and the billing contact from your ledger.
  2. 02 Chase Escalates from email to SMS to a live AI call as the invoice ages.
  3. 03 Track Logs replies, disputes and promise-to-pay dates against the invoice.
  4. 04 Apply Matches the incoming payment, reconciles the ledger and closes the invoice.
Nothing sent without your approved tone

How it compares

Sage 300 native vs a workflow SMS tool vs an AR agent that texts

Three ways a Sage 300 customer ends up with a text about an invoice. Only one of them knows whether the invoice is still open.

Capability Sage 300 native Workflow SMS tool (BPA-style) AccountsReceivable.ai
SMS channel No Yes, template texts on a trigger Yes, as a step in the collections sequence
Checks the invoice is still open before sending n/a Only if you build the rule Every send, against Sage 300 open items
Reads and acts on the reply n/a No Promise to pay, resend or dispute, each with a next step
Escalates to a live phone call No No Live AI call on aged invoices
Consolidates several late invoices into one text n/a Only if you build it Yes, one message and one payment link
STOP and daytime-hours handling n/a Depends on the gateway Built in, opt-out written back to Sage 300
Cash application back into Sage 300 Manual No Automated, posted back
Published price Part of Sage 300 From about 175 GBP a month per third-party listings, connector extra From $299 a month, flat

Swipe the table sideways to see every column

Why AccountsReceivable.ai

One agent that runs the whole receivables job

Not a reminder tool, not a six-figure suite, and not an agency that takes a cut. Chase, collect, apply cash and forecast in one place, on top of the accounting system you already use.

Chases every invoice

The full dunning sequence runs on autopilot across email, SMS and live AI phone calls, polite and on-brand, so no overdue invoice slips through.

Applies the cash

Incoming wires and ACH batches are matched to the right invoices automatically, so your ledger reconciles and you never chase an invoice that already paid.

Cuts your DSO

A predicted pay date for every open invoice and steady follow-up bring DSO down week over week, so more cash lands when you need it.

Good questions

Questions about Sage 300 automated SMS

Last updated September 2026

No. Sage 300 (formerly Accpac) has no built-in SMS or text messaging channel in any module, including Accounts Receivable. Customer statements and dunning messages go out by email or print only. Any text message tied to a Sage 300 invoice has to come from an integrated tool that reads your Sage 300 data and owns the messaging, whether that is a workflow platform, a custom script, or an accounts receivable agent like AccountsReceivable.ai.
In the market the phrase mostly refers to add-on tools that send text messages triggered by Sage 300 data. Codeless Platforms markets a Sage 300 Automated SMS solution on its BPA Platform, a drag-and-drop workflow tool that builds and sends personalized texts to customers, suppliers and staff when a condition in Sage 300 is met. Sage partners such as Greytrix have also published custom auto-SMS builds for Sage 300 going back to 2015. For accounts receivable specifically, it means text message payment reminders that read the Sage 300 aging, escalate as an invoice gets older, and stop when it is paid.
There are three routes. A workflow tool such as BPA Platform watches Sage 300 tables and fires a template text when a rule matches. A Sage partner can script it directly against the Sage 300 database and an SMS gateway. Or an AR platform syncs the open invoices out of Sage 300 and runs the reminders itself, with the reply handling and cash application attached. The first two are the right choice for one-off alerts. The third is the right choice when the point of the text is to get an invoice paid, because it is the only one that knows whether the invoice is still open.
No, and this trips up a lot of searches. Sage 300 People is a separate HR and payroll product sold mainly in South Africa, and its documentation describes an SMS gateway setup through providers such as Clickatell and SMSPortal for payslip and staff notifications. That is not Sage 300 the ERP, and it has nothing to do with customer invoices. If you run Sage 300 Accounts Receivable in the US and want to text customers about payment, that SMS gateway is not available to you.
Not natively. Sage 300 can print or email statements on a schedule and stamp a dunning message on them by aging bucket, but there is no text channel, no escalation and no follow-up triggered by whether the customer responded. AccountsReceivable.ai adds the text step in sequence after the email reminder and before a live AI phone call, on every overdue Sage 300 invoice, and logs each reply against the invoice.
Yes. In the US the Telephone Consumer Protection Act applies to automated texts sent to mobile numbers, and a business customer's cell phone is still a cell phone. Get the customer's consent to receive account texts, keep a record of it, send inside daytime hours in their time zone, and stop the moment they reply STOP. Any tool you evaluate, ours included, should show you how it captures consent, how it handles STOP, and which registered 10DLC number it sends from. This is general information rather than legal advice, so run your own program past counsel.
It depends on which of the three routes you buy. Third-party listings put Codeless Platforms' BPA Platform at roughly 175 pounds a month to start, with the Sage 300 connector and SMS tool licensed on top, so confirm the total with them. A custom build from a Sage partner is quoted per project. AccountsReceivable.ai publishes its price: plans run from $299 to $1,899 a month, flat, with email and SMS dunning on every plan and live AI phone calls from the Growth plan up. There is no per-message charge and no percentage of what gets collected.
Fewer than most buyers expect, because Sage 300 is usually on-premises or privately hosted rather than a cloud ledger. Checked against vendor documentation, Quadient AR by YayPay, Paystand, Kolleno and ezyCollect publish a Sage 300 connector, and AccountsReceivable.ai syncs with it two ways. Versapay, Billtrust, HighRadius, Tesorio and Gaviti publish no Sage 300 connector at all. Of the vendors that do connect, ask specifically which ones send SMS themselves rather than through a separate messaging product.
Yes, when they are used as the second step and not the first. A text to an accounts payable contact the day after an invoice goes late, with the invoice number and a payment link, gets read within minutes where a third email sits unopened. The sequence matters: reminder email before due, text when late, firmer text at 15 days past, then a live call. Customers who prefer email only can be flagged in Sage 300 and the agent keeps them on email.
Yes. The agent checks Sage 300 open items before every send. If a receipt has been entered against the invoice, the pending text is cancelled and the sequence closes. If the payment arrives outside Sage 300 first, by ACH or check, the agent applies it to the invoices it covers, writes the receipt back into Sage 300, and closes the sequence in the same step, so the ledger and the messaging never disagree.
The outcome does. A promise to pay, a dispute or a resend request is logged against the invoice and customer, the follow-up is scheduled, and the account status is written back to Sage 300 so your credit team sees it in the customer record. The full text thread stays in the agent's timeline for the invoice, where the collector can read it alongside the emails and call notes.
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Stop chasing invoices. Put your receivables on autopilot.

Connect your accounting system and the agent chases every invoice, applies the cash and cuts your DSO. Flat monthly fee, and we never take a cut of what we collect.

See pricing

Works with QuickBooks, Xero and NetSuite · bank-grade security · no percentage of collections