1. What is contract-originated payment capture?

Contract-originated payment capture is a workflow where a customer’s payment method is securely collected and authorized as part of the contract signing process, rather than after the contract is completed. This workflow helps parties involved reach a binding agreement and streamline payment capture.

2. How does this help reduce time between contract signing and payment?

Traditionally, there’s a gap between when a customer signs a contract and when finance captures payment information. With this integration, the signature and payment method are captured in the same step, enabling immediate billing and faster cash flow.

3. What types of payments can be captured during signing?

Customers can tokenize ACH and credit card payment methods through Paystand’s checkout link embedded in DocuSign templates. This ensures a secure, compliant, and branded experience. After signing, the system automatically captures funds based on the authorized amount using supported payment methods.

4. Can I collect multiple payment methods during a contract signing?

No. Only a single valid payment method can be captured per DocuSign envelope. Renewal flows also cannot add a new method if an existing valid method is already stored.

5. Is this solution scalable for high-volume merchants?

Yes. The blueprint and webhook-driven design allow merchants with thousands of envelopes and payers to manage the process automatically without manual reconciliation. Because each payment is pre-authorized during signing, there’s no need to initiate a separate capture request.

6. Which industries get the most value from this integration?

Any industry that relies heavily on signed agreements tied to payment—especially SaaS, healthcare, financial services, manufacturing, and professional services.

7. What kind of branding options are available?

Both the DocuSign template and the Paystand checkout link can be customized to reflect the merchant’s brand, ensuring a seamless customer experience.

8. Does this replace my existing DocuSign workflow?

No. It extends your existing DocuSign flows by embedding a secure payment capture step and automating the sync into your CRM and ERP.

Sage 100 AR Automation Integration

End paper checks, manual collections, and spreadsheet reconciliation. Paystand automates AR inside Sage 100 through an open API your team or Sage partner builds against — your ERP stays in place.

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Built for finance teams modernizing Sage 100 AR

If your team runs Sage 100 today and wants to kill manual AR work — without changing ERPs — this is the right fit.

Finance teams running Sage 100 in single-entity or lightly segmented setups
AR operations weighed down by manual collections, paper checks, and spreadsheet reconciliation
SMB and lower mid-market companies with growing invoice volume
Controllers modernizing AR before an ERP change is on the table

1 Sage 100 product UI mockup — invoice list + Pay Now flow

Why automate AR in Sage 100?

Replace paper-based AR

Move checks and manual invoicing onto digital, automated payment rails.

Eliminate spreadsheet reconciliation

Settlement and deposit data flow directly into Sage 100.

Automate collections

Trigger reminders on open Sage 100 invoices without chasing customers by hand.

Apply payments instantly

Payments hit the correct open invoice the moment they're made.

Lower transaction costs

Move card and check volume to controlled, lower-cost payment rails.

Speed Image Odometer for Payment Velocity

Real-time AR visibility

See what's outstanding, paid, or stuck from one Sage 100 view.

Cut days off collections in Sage 100

Manual reminders, paper checks, and disconnected portals stretch DSO. Paystand replaces the gaps — branded payment links, embedded “Pay Now” experiences, and customer-specific collection workflows that run on their own.

Every payment ties back to Sage 100 in real time, so your team isn't reconciling two sources of truth.

2 Sage 100 ⇄ Paystand X ⇄ bank · 3-box data-flow diagram

An open API your team or partner builds against

Paystand exposes an open API — Paystand X — your team or Sage partner builds against. No proprietary middleware, no rip-and-replace.

Sage 100 → Paystand: Customer master records and open receivables sync continuously.

Paystand → Sage 100: Payments post to the right invoices, and settlement data flows back for bank reconciliation.

2 Sage 300 multi-entity ⇄ Paystand X ⇄ bank · data-flow diagram

Modernize AR without replacing Sage 100

A typical Sage 100 finance team loses a meaningful share of every month to chasing reminders, applying payments by hand, and matching deposits to bank lines one row at a time.

With Paystand running on top of Sage 100, that work compresses. Customers pay through a branded portal or embedded link. Payments apply to the correct invoice instantly. Settlement data lands in Sage 100 for bank reconciliation without spreadsheets in between.

Works with your deployment. Hosted, on-premise, or Sage 100 Premium — the integration is API-driven, not version-locked.
Sits alongside existing customizations. Existing modifications, third-party add-ons, and reporting stacks stay intact.
Partner-friendly. Your Sage partner can lead implementation; Paystand provides the API, sandbox, and engineering support.

Why Sage 100 finance teams choose Paystand

Less manual work. Automated collections and instant cash application remove the bulk of routine AR follow-up.
Faster collections. Branded payment links and reminders compress DSO without changing your ERP.
Lower processing costs. Move card and check volume onto controlled, lower-cost payment rails.
Clean books faster. Settlement-level reconciliation removes the spreadsheet step from month-end close.

Frequently Asked Questions

1. What does the Paystand integration do for Sage 100?

Paystand modernizes AR inside Sage 100 — automating collections, payment application, and bank reconciliation through an open API. Your ERP stays in place; the manual work goes away.

2. Will Paystand replace or change Sage 100?

No. Sage 100 remains your system of record. Paystand integrates on top through an open API and sits alongside your existing setup.

3. How long does implementation typically take for a Sage 100 finance team?

Most Sage 100 deployments are live in 60–90 days, depending on the complexity of your AR workflows and the technical resource leading the build.

4. Does this work with hosted, on-premise, and Sage 100 Premium deployments?

Yes. Because the integration is API-driven rather than a Sage 100 plug-in, it works across hosted, on-premise, and Premium environments.

5. How much manual AR work can we expect to eliminate?

Most Sage 100 finance teams see meaningful reductions in manual collections, payment entry, and reconciliation. The exact mix depends on current process — those three are where automation typically removes the most hours.

6. Will this conflict with our existing Sage 100 customizations or add-ons?

No. The integration sits alongside existing customizations and add-ons rather than replacing them.

7. Which payment methods are supported?

ACH, bank-to-bank over the Paystand Bank Network, debit, and credit. Least-Cost Routing applies to reduce processing fees on every transaction.

8. How is this different from the Sage Intacct integration?

The Sage Intacct integration is native and covers AR and AP. For Sage 100, Paystand provides an open API (Paystand X) focused on AR workflows — your team or Sage partner builds the connection.

9. Is the integration secure for a small finance team to run?

Yes. Tokenization, bank-level encryption, role-based permissions, and full audit trails are built in — enterprise-grade security without an enterprise IT lift.

Modernize AR in Sage 100 — without replacing your ERP