AR Automation is an accounts receivable (AR) automation tool that directly connects with Sage 50. This gives your customers secure, instant access to invoices and payment history via a self-service portal. It automates invoice delivery, payment reminders, and collections. Sage for Outlook enhances productivity and communication by viewing account details directly in Outlook. Save time, reduce task-switching, and resolve issues faster with instant customer insights.

While Sage 50 allows you to send invoices manually, AR Automation automates and streamlines the entire accounts receivable process. It provides your customers with secure, instant access to their invoices and payment history through a self-service portal. This reduces the need for manual follow-ups and email exchanges. With features like automated invoice delivery, payment reminders, and collections, AR Automation helps you get paid faster and improves cash flow visibility. Plus, Sage for Outlook lets you view customer account details directly in your inbox, saving time and reducing task-switching.

AR Automation is a cloud-based application that connects to Sage 50. Once you've enabled AR Automation from your desktop, you can access network.sage.com to access AR Automation.

Contact Sage Customer Support for general questions or technical assistance with AR Automation and the Customer Account Portal. Visit Sage.com/resources for support options.

Sage has built the technology to push data from your Sage 50 software directly over to AR Automation.

Download speeds of at least 25mbps. Upload speeds of 10mbps.

An initial data sync occurs after you first connect your company to AR Automation. The sync happens in the background and includes the following data:

• Customer records that have transactions linked to them and the last three months of sales transactions.
• Sales transactions for the current year, the previous year, and one historical year.
• Sales transactions older than three years that are still outstanding.
• PDF documents for sales transactions in the last year.

After the initial sync, automatic syncs will happen every 60 minutes for new and/or modified records and transactions.

We store your data in a data center located in the European Union.

Yes. Upon your request, we’ll delete your data from AR Automation, disconnect your email, and delete your AR Automation account. See The impact of disconnecting your account

You have the option from within Sage 50 to disconnect from AR Automation. This will immediately stop the data sync.  If requested by you, we’ll delete your data from AR Automation, disconnect your email, and delete your AR Automation account. See The impact of disconnecting your account

AR Automation works with versions of Sage 50 Accounting that are 2025.0 or higher. Payments Acceptance with AR Automation is compatible with version 2026.0 or higher. To benefit from the latest improvements, we recommend using the latest version of Sage 50.

You can sync the following information from Sage 50 to AR Automation:

• Customer records that have transactions linked to them
• Invoices and credit notes, including line-item descriptions
• PDF versions of invoices and credit notes
• Customer receipts information

In addition, if you accept online payments in AR Automation, AR Automation will sync the payments to Sage 50.

No. However, the customer can set language preference manually in AR Automation. See How do I change the language in messages?

There’s no limit to the number of years you can store. As long as your account remains active, you'll have access to historical data.

Refer to What is the Customer Account Portal?

AR Automation uses a Sage-hosted email for outbound (one-way) communications, eliminating the need for you to have a dedicated accounts receivable email address. When your customers receive emails from this hosted account, your email address will show on their display. Any replies from your customers will go to the email address on your AR Automation profile.

You can customize/edit any of the existing templates from the settings in AR Automation. You can also enable automated messages or select templates.

You can view messages that you've sent to your customers within AR Automation. You can view message history and any related transaction from the customer record. When you send a message from an invoice, you can view its history in AR Automation from both the invoice and the customer record.

Any replies from your customers will go to the email address on your AR Automation profile.

Not currently.

You can add any attachment up to 4 MB in size to any message sent from AR Automation (Customer Account Portal).

Absolutely. You can send invoices through either Sage 50 or AR Automation.

Yes.  Starting with version 2026.0 of Sage 50, customers can make online payments in AR Automation using their credit card or PayPal account. You can configure payment processing by Stripe or PayPal. Sage 50 will download payments processed in the portal as receipts and mark the corresponding invoices as paid. Invoices will also show as paid in AR Automation the next time a data sync takes place.

Set up Online Payments in AR Automation under Settings, Online Payments.

If you’ve set up Stripe or PayPal in Sage 50 for Invoice Payments, your account automatically connects to AR Automation Online Payments.

If you don’t have a Stripe or PayPal account in Sage 50, you can create one or link an existing account. You can set this up in the AR Automation Online Payments settings.

No. Reversing a payment in Sage 50 will mark the invoices as unpaid. However, the customer won't receive the refund automatically.

AR Automation doesn't currently support partial payments.

Sage for Outlook enhances productivity and communication by allowing you to view account details directly in Outlook. Save time, reduce task-switching, and resolve issues faster with instant customer insights. Prepare confidently for customer interactions and provide accurate, timely responses to invoice queries, all from your inbox.

Refer to Accessing the Sage for Outlook add-in

Refer to Outlook versions that support the Sage for Outlook add-in

Not currently.