AR Automation for Sage X3 is a built-in solution that’s available in the latest release of X3. The solution is part of a larger ‘Sage Network’ solution that is being rolled out by Sage for use by multiple applications.

In X3, it allows customers to make payments that are applied directly to the invoice, and fully matched, thereby removing the need for additional labor to process the payment.


  • See how tight integration makes operating the functionality in X3 more user-friendly and automates accounting seamlessly
  • Learn how the use of powerful automation and configurable rules can reduce your DSO
  • Reduce internal accounting effort to generate and process AR invoices

Sage X3 AR Automation automates the sending of AR invoices, gives customers a portal for reviewing open invoices and processing their payments, and automates the receipt of cash within X3 – cutting much of the manual tedium of processing invoices while also giving your customers simplified options for payment and ultimately reducing your DSO.

Meet the Speaker

Doug Yearick
Strategic Partner Manager at Lockstep
Doug Yearick has over 18 years of work experience in sales and business development. In 2022, they will begin working as a Strategic Partner Manager at Lockstep and a Director Of Partnerships at ShipHawk.

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