Dispute for Sage Intacct

Disputes happen when a payer challenges a card payment with their bank or has an ACH chargeback. Dispute automation helps reduce manual work by automatically handling chargeback events in Paystand.

Dispute Automation

When a receivable payment is disputed in Paystand, the system automatically books a journal entry. The disputed amount is posted against either the Merchant Fees GL account or the designated Disputes GL account set up, as well as the checking account.

What happens in Paystand

  • Paystand creates a dispute record linked to the original payment when a dispute is initiated.

  • The record includes the amount, reason code, and bank details.

  • You can review the list of Disputes in the Paystand Dashboard.

What happens in Sage

  • The original payment remains posted in Sage.

  • A dispute record does NOT automatically reverse the Sage payment.

  • A journal entry is created automatically, posting the disputed amount to the Disputes GL account and the checking account, along with a separate dispute fee entry in the Merchant Fees GL account.

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Important

  • When a dispute occurs, the original invoice will NOT be reopened
  • The system creates a ledger entry to account for the disputed amount
  • This is how the dispute appears in Sage Intacct

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Bank Reconciliation

The journal entries also impact the merchant’s checking account. Here’s how they appear during reconciliation:

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