Sage Intacct Integration

Credit memos

• Credit memos

User access and permissions

• Request Admin access
• Reset Access Dates for Sage Intacct Console Access
• Access to your Paystand Dashboard
• Provide Console Access to Paystand

Refunds & Disputes

• What is an ACH Chargeback?
• What is a Dispute?
• Provide Evidence for Disputes
• Refund process in Sage integration
• Process refunds in Sage Intacct
• Dispute for Sage Intacct

Payer Portal

• How To's

• Invite payers to the Payer Portal
• Log in to the Payer Portal
• Overview of Payer Portal
• Payer Portal Navigation and Features
• Troubleshooting Payer Portal

Getting Started

• Change your Bank account
• How to Change the Time Zone on the Dashboard
• Branding Materials
• Branding Your Checkout Experience
• Maximizing Efficiency with Paystand's Sage Intacct Integration: Your Essential Guide
• Guide to the Sage Settings Form

Main Features

• AR Advances
• Autopay
• Collections Plan
• Invoicing
• Manage GL Accounts
• Payment Reminders
• Taking Payments

Troubleshooting

• Payments made through Paystand are not created in Sage
• I created an invoice in Sage and it's not showing in Paystand dashboard
• I see a successful payment reflected in Paystand dashboard, but not in Sage

FAQs

• Split Payments in Sage Intacct
• Why does a payment made through Paystand get "stuck" in the Paystand clearing account?
• Why don’t my aging reports match my transaction data?
• If there is a refund or a dispute will the invoice status change in Sage?
• Do you reconcile payments made outside of Paystand?
• Does Autopay allow for partial payments?