Getting Started

Plan Activation

To get started with Payer Portal, Sage Intacct merchants must have their Payer Portal plan activated with all its features enabled.

Account Creation

Payers can then sign up for the Payer Portal in two easy steps:

  1. First, they must ensure that their email address is the same as the primary one in their customer record on the merchant's Sage Intacct entity.
  2. The payer can then create an account through the signup page by visiting or by clicking the signup button on the payment details page at the end of the Checkout experience.

Note that if a payer has paid an invoice for a non-Sage Intacct merchant, they can still sign up to the Payer Portal to view their transaction history but will not have access to the portal's full suite of features.

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