Funds on file in Sage Intacct make it easy to securely store, capture, and manage payment tokens. This guide shows how to capture or request a new token and how to archive an existing one.
Things to know
- Every time a payer makes a payment using Paystand, a token is automatically saved as a fund on file
- Saved tokens can be used for future payments in Sage Intacct
- Tokens can be archived if they should no longer be used
Capture a New Token
1. Click Customers
2. Select the Customer
3. After selecting the customer, the Saved Payment Methods section displays all funds on file for that payer
4. Click Add New to capture a new token
5. Select one of the following
Capture New Token — enter details manually
- Request New Token — send an email to the payer
6. For manual capture, choose ACH or Credit Card, enter the required details, then click Save
Request a New Token
1. Click Request Token
2. Click Request New Token to email the Customer a Checkout Experience form to enter bank or card details; no charge is made
3. Click Send copy of this email to add CC recipients to the request
Autopay behavior
Tokens added by a payer via a Request New Token email do not automatically enable Autopay. Autopay will only apply to future invoices when the payer checks the Enroll in Autopay box during checkout.
Archive a Fund on File
1. Click More actions (⋯) next to the token, then click Archive
2. Click Yes
