This guide provides a detailed, step-by-step process for manually reversing a payment in Sage and reopening the corresponding invoice in Paystand. By following these instructions, merchants can successfully reverse a payment in Sage—regardless of the reason—and manually reflect this change in Paystand by updating the invoice status accordingly.
How to Reopen an Invoice for Sage
1. Navigate to the Receivables tab in the Paystand Dashboard.
2. Click on the Paid section to view completed invoices.
3. Select the invoice for which you want to reverse the payment.
4. Copy the invoice number
5. Switch to Sage Intacct and click Applications
6. Click Accounts Receivable
7. Click Invoices
8. Paste the copied invoice number into the invoice search field.
9. Click View
10. Click on the payment link associated with the invoice.
11. Copy the Payment ID
12. Click Accounts Receivable
13. Click Posted payments
14. Click on the Payment ID search field and paste the copied ID.
15. Click Include Private checkbox.
16. Once you have find the Payment ID click Reverse
17. Select the date of the transaction for the payment
18. Click this checkbox.
19. Click this field Reverse as of and manually enter the same transaction date you selected earlier
20. Click Submit
21. You will now see that the payment has been successfully reversed in Sage.
22. Switch to the Paystand Dashboard and click the back button.
23. Click Import Receivables
24. Click the Add invoice numbers field.
25. Paste the invoice number of the payment that was reversed.
26. Click Import
27. A confirmation message will appear indicating that one invoice has been updated.
28. Close the current tab
29. Click Refresh to reload the Receivables tab.
30. You will now see that the invoice previously marked as “Paid” is listed under “Unpaid.”
