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 300 AR Automation Integration

Run one consistent AR process across subsidiaries. Built on an open API your team or Sage partner builds against — every payment posts to the right Sage 300 entity and GL in real time.

Talk to an expert

Built for multi-entity finance teams running Sage 300

If AR is fragmented across Sage 300 entities or subsidiaries today, this is the route to one consistent process.

Multi-entity finance teams running Sage 300
Shared-services groups standardizing AR across subsidiaries
Regional operators consolidating finance ops across subsidiaries
Upper mid-market and regional enterprises looking to remove per-entity AR variation

1 Sage 300 multi-entity product UI mockup

Why automate AR in Sage 300?

Entity-aware payment routing

Every payment posts to the correct Sage 300 entity automatically.

Simplified Payment Experience bluegreen icon

Cash application at time of payment

Payments apply to the right open invoice in the right entity the moment they're made — not days later at reconciliation.

Standardized collection workflows

Run the same governance-grade AR process across every subsidiary.

Consolidated AR visibility

See receivables across every Sage 300 entity from one view.

Cleaner intercompany reporting

Settlement data lands in the right entity GL without manual moves.

Shared-services ready

One Paystand instance can support AR ops across multiple Sage 300 entities.

Consolidate multi-entity collections in Sage 300

Multi-entity AR slows down when collections, portals, and cash application run on different rails for every subsidiary. Paystand consolidates the motion — branded payment links, entity-specific collection workflows, and automated reminders that respect each subsidiary's setup.
Every payment ties back to the right invoice in the right Sage 300 entity, automatically.

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

An open API designed for entity-aware data flow

Paystand exposes an open API — Paystand X — your team or Sage partner builds against. The flow handles multi-entity Sage 300 data natively, with no proprietary middleware between Sage 300 and your bank.

Sage 300 → Paystand: Customer master records and open receivables sync across every entity continuously.

Paystand → Sage 300: Payments post against the right invoice in the right entity. Settlement data flows back for entity-level bank reconciliation.

3 Sage 300 — three subsidiaries consolidating to one shared-services pane

Manage receivables across every Sage 300 entity

A multi-entity Sage 300 environment usually means AR happens three or four ways at once — different portals, different processes per subsidiary, and a shared-services team trying to keep it all consistent.

With Paystand running on top of Sage 300, every entity uses the same branded payment experience and the same automated collection workflow. Payments post to the correct entity. Settlement data lands in the right GL. Reporting stays clean.

Multi-entity by design. Customer, receivable, and settlement data flows through the right Sage 300 company every time.
Cash application at time of payment. Payments apply to the right invoice in the right entity instantly, not days later at month-end reconciliation.
Partner-friendly. Your Sage partner can lead the multi-entity rollout; Paystand provides the API, sandbox, and engineering support.

Why Sage 300 finance teams choose Paystand

One process, every entity. Standardize AR governance across subsidiaries without bespoke per-entity setups.
Consolidated transaction costs. Replace fragmented per-entity processing contracts with one rail.
Cleaner consolidated close. Settlement-level reconciliation removes manual matching across entity GLs.
Shared-services ready. Manage AR for multiple Sage 300 entities through one Paystand instance.

Frequently Asked Questions

1. What does the Paystand integration do for Sage 300?

Paystand automates accounts receivable across Sage 300 entities — customer sync, payment collection, cash application, and bank reconciliation — through an open API built for multi-entity environments.

2. Can payments post to the correct Sage 300 entity automatically?

Yes. The integration is entity-aware. Every payment posts to the correct Sage 300 entity and GL based on the originating invoice.

3. How does cash application work across multiple Sage 300 entities?

Payments apply to the correct open invoice in the correct Sage 300 entity at the time of payment — not later during reconciliation. The integration is entity-aware end-to-end, so the same logic that routes a payment to its entity also drives application against the right invoice.

4. Can a shared-services team manage AR across multiple entities through one Paystand instance?

Yes. One Paystand instance can support AR operations across multiple Sage 300 entities, with role-based permissions controlling who sees and acts on what.

5. How does this affect our existing Sage 300 financial reporting?

Reporting stays in Sage 300. Settlement and payment data flow back at the entity and GL level, so existing financial reports continue to work without manual journal entries.

6. Will this conflict with our Sage 300 customizations or Web Screens?

No. The integration is API-driven and sits alongside existing customizations and Web Screen modifications.

7. Who owns the integration after go-live across multiple entities?

Either your in-house team or your Sage partner. Paystand provides API documentation, sandbox access, and ongoing implementation support; ownership of the integration sits with whoever built it.

8. 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.

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

The Sage Intacct integration is native and covers AR and AP. For Sage 300, Paystand provides an open API focused on AR workflows that your team or Sage partner builds against.

Standardize AR across every Sage 300 entity