Manual reconciliation for Refunds

While Sage Intacct doesn't handle refunds directly, we've engineered a smart workaround using adjustments to keep your financial records shipshape.

When refunding with Paystand, we reverse the original payment and Sage creates a new one for the refunded amount.

In the case of a refund, you will have to reconcile the checking account manually because Sage has restrictions when it comes to automatically reconciling reversals. To do so, follow the steps described in the following video:

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