Maximizing Efficiency with Paystand's Sage Intacct Integration: Your Essential Guide

Welcome to Paystand's Essential Guide for Sage Intacct Integration!

You've made a great choice with Paystand for your payment processing needs! To help you get the most out of this powerful tool, we've compiled a comprehensive guide with insightful articles and instructional videos. This resource is designed to enhance your experience with the Sage integration, ensuring you can leverage its full potential for your business operations.

Why Follow This Guide?

Understanding a new product can be challenging, and we want to ensure you get the most out of our integration. By reviewing these training materials, you'll:

  • Gain insights into the core functionalities of the Paystand Backoffice Billing.
  • Learn how to work the Sage Intacct integration and explore all the benefits.
  • Explore the benefits and features of the Smart Lockbox module.

How to Use This Guide

Start from the Basics: Begin with Module 1 to build a solid foundation.
Progress Gradually: Move on to Module 2 and Module 3 for advanced insights.
Share the Knowledge: Encourage your team to review the modules for comprehensive understanding.
Refer Back Anytime: Use these resources as handy references for continued success.

Remember to tailor your exploration based on the modules included in your contract.

Getting Started Tips

  • Assign a dedicated team member to each module.
  • Schedule internal training sessions to discuss key takeaways.
  • Encourage questions and collaboration among your team.

Core BackOffice Billing Module Overview

Explore the features and processes covered in the Core Backoffice Billing module to enhance your understanding of Paystand's capabilities:

Feature Resources
  • Autopay: Streamline your payment processes with automated payment execution.
Request token and set Autopay
Set a customer to Autopay
Set and Invoice to Autopay
Request additional token for Autopay
  • Fund on File: Explore the convenience of securely storing payment information for seamless transactions.
Fund on file
  • Multi-Invoice Statement: Efficiently manage multiple invoices within a consolidated statement for clarity.
Send statement for pending invoices
  • Refunds: Navigate the process of returning funds with our comprehensive refund guide.
Refund Process Sage Integration

Handle Refunds in Sage Intacct
  • Disputes: Gain insights into handling and resolving payment disputes effectively.
Dispute Automation
  • Clearing Times: Understand the timelines involved in transaction clearing for accurate financial planning.
How do clearing times work?

For detailed information on each topic, refer to the articles available in the corresponding sections. These resources are designed to provide in-depth guidance and ensure you make the most of Paystand's Core Backoffice Billing features. By familiarizing yourself with these key features and processes, you'll be well-equipped to harness the full potential of Paystand's capabilities.

Sage Intacct Module

Explore the key features and processes covered in the Sage Intacct Module:

Feature Resources
  • PayNow directly from Invoice: Simplify the payment process by allowing customers to pay directly from their invoices.
Send an invoice with Pay Now button
  • AR Advances: Understand how to manage and streamline Advance AR processes effectively.
AR Advances

Enable AR Advances

Apply an AR advance to an invoice
  • Receivables Management: Gain insights into efficient receivables management practices for a seamless workflow.
Invoicing

Filter, Sort and Select receivables
  • Emails and Receipts: Explore how to handle emails and receipts within the Sage Intacct integration for enhanced communication.
Set up Open Invoice Reminder
  • Collections: Learn about optimizing collections processes to ensure timely payments.
General considerations for Collections Plan

Assign a Collection Plan to a customer

Assign a Collections Plan to an invoice

Paystand Default Collection Plan
  • Virtual Terminal: Discover the functionality of the Virtual Terminal for versatile payment processing.
Virtual Terminal

These articles are curated to empower you with in-depth knowledge and practical skills related to the billing module of the Sage Intacct integration. By familiarizing yourself with these key features and processes, you'll be well-equipped to harness the full potential of Paystand's capabilities.

Smart Lockbox Module

Delve into the functionalities of the Smart Lockbox module to optimize your experience with Paystand:

Feature Resources
  • Access to Scanned Checks: Learn how to access and manage scanned checks efficiently.
Check Files Download
  • Automated Invoice Matching: Understand the automated process of matching invoices for seamless reconciliation.
Paystand's SMART Lockbox
  • Manual Matching: Master the art of manual matching within the Smart Lockbox module, giving you greater control over your reconciliation processes.
Unrecognized Checks for Sage Lockbox
Best Practices for Manually Matching Checks: Importance and Consequences
  • AR Advances for Lockbox: Discover how AR Advances specifically apply to the Lockbox process.
AR Advances for Sage Lockbox

These dedicated articles provide comprehensive insights into the features and processes associated with the Smart Lockbox integration. By familiarizing yourself with these topics, you'll be better positioned to leverage the full potential of Paystand's Smart Lockbox capabilities.

This guide is designed to empower you and your team with the knowledge needed to optimize your Paystand integration.

Payer Portal Module

Discover the art of seamless navigation and utilization within the Payer Portal. Mastering this process empowers your customers to effortlessly track payments, access printable receipts, and conveniently process payments for due invoices. Enhance their experience with the Payer Portal for streamlined interactions.

Explore the features and processes covered in the Payer Portal Module:

Feature Resources
  • Payer Portal: Learn how to effectively navigate and utilize the Payer Portal to enhance your payer's experience.
Overview of Payer Portal
How to's
  • Troubleshooting Payer Portal: Gain insights into resolving common issues and troubleshooting procedures related to the Payer Portal.
Troubleshooting Payer Portal

Find detailed articles for each topic above, offering valuable guidance to enhance your experience with the Payer Portal Module. 

This guide is designed to empower you and your team with the knowledge needed to optimize your Paystand integration.

Need Help? Our support team is here to assist you if you encounter any questions or challenges during your training. Simply create a request for our support team, and we'll ensure a smooth transition to mastering Paystand's Netsuite integration.

Thank you for choosing Paystand! We look forward to supporting your journey toward successful payment processing.

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