Invoice capture for Sage 300 CRE

Invoice capture means getting supplier invoices out of email and paper and into your system as data, without typing them in.

What Sage 300 CRE does on its own

Sage 300 CRE Accounts Payable has no invoice reading or email-in of its own. Invoices are entered by hand, held as pending or loaded with the Import Invoices task from a text file. Capture comes from add-ons such as Sage Paperless.

• The Accounts Payable guide is not on the public Sage document site, so menu names come from release notes and user group slides.

What you need in Sage 300 CRE

• Sage 300 CRE Accounts Payable
• An add-on such as Sage Paperless for invoice capture

Setting it up in Sage 300 CRE

Where to find it: Accounts Payable > Tools > Import Invoices

1. Build a comma-delimited text file in the Variable or Fixed layout. Print the layout from the Import Invoices window.
2. Open Accounts Payable > Tools > Import Invoices.
3. Enter the import file name and a rejected records file name and click Start.
4. Fix any rows in the rejected file and import that file.
5. Post the imported invoices. Importing does not post them.

Good to know in Sage 300 CRE

• The file has one row type for the invoice and one for each distribution.
• The file is not deleted after import. Duplicates are rejected if you import it twice.
• Version 25.2 added Default Payment Type to the import layout.

How to do it in Sage 300 CRE

How to get invoice records in by email to Sage 300 CRE

Set up one address for invoice records. Ask each vendor to send invoices there. Read and enter each one into Sage 300 CRE, with the original file attached.

How to enter a vendor invoice with line items in Sage 300 CRE

In Sage 300 CRE, open a new invoice, pick the vendor, add one line per invoice row with a ledger account and tax code, then check the total matches the invoice.

How to import invoice records from a CSV into Sage 300 CRE

Yes. Use Accounts Payable > Tools > Import Invoices with a comma-delimited text file in the Variable or Fixed layout. Fix rejected rows and re-import them. Importing does not post the invoices.

What Pulsify adds

1. Each company gets its own Pulsify forwarding address. Suppliers send invoices there, or you forward or upload them.
2. Pulsify works out what each file is (invoice, credit note, supplier statement or purchase order) and splits a PDF that holds several invoices.
3. It unwraps ZIP files and converts Word, Excel, CSV and phone photos.
4. Each invoice is read into header fields and line items for review.
5. On approval Pulsify creates the invoice in Sage 300 CRE with the source file attached.

Pulsify connects to Sage 300 CRE. We set up the connection for you. More about invoice capture in Pulsify.

What Pulsify does not do

• Files over 25 MB are not accepted.
• Pulsify is a web app that installs to a home screen. It is not in the app stores.

More help

• Invoice capture for Sage 100 Contractor
• Supplier credit notes for Sage 300 CRE
• Duplicate invoice checks for Sage 300 CRE
• Invoice fraud checks for Sage 300 CRE
• All Sage 300 CRE how-to guides

Sources

Last checked 2026-10-19.

• www.rklesolutions.com/hubfs/Construction/Sage%20100%20Contractor/sage-paperless-construction.pdf
• docs.sage.com/docs/en/customer/300cre/24/open/ReleaseNotesAcctMgmt_24.pdf
• docs.sage.com/docs/en/customer/300cre/25/open/ReleaseNotesAcctMgmt_25.pdf
• cdn.ymaws.com/www.tugweb.com/resource/resmgr/2017_Regional_Workshop/2017_Regional_Session_Materials/1-2_Importing_to_AP__JC__GL_.pdf
• www.rklesolutions.com/hubfs/RKL%20eSolutions%20Sage%20300CRE%20-%20AP%20and%20CM%20Beyond%20the%20Basics%2011-16-2023%20BC.pdf