Sage Intacct Integration

Payer Portal

• FAQs
• How To's

• Features and functionality
• Getting started
• Overview of Payer Portal

Getting Started

• Access to your Paystand Dashboard
• Sage Intacct Implementation Requirements

Main Features

• Autopay
• Cash application and Reconciliation in Sage
• Collections Plan

• AR Advances
• Convenience Fees and Payer Incentives
• Filter, Sort and Select receivables
• Funds-on-File
• Invoicing
• Refunds

How To's

• Change GL Account for Sage Intacct
• Reconcile reopened invoices (Disputes)
• Apply an AR advance to an invoice
• Find overdue invoices
• Import receivables from Sage Intacct to Paystand dashboard
• Handle Refunds in Sage Intacct

Dos and Don'ts

• Collections Plan
• Paystand Dashboard
• Refunds
• Dimensions
• Convenience Fees and Incentives

• Don't add details to the Paystand Checking Account
• Warning! Do not reopen successful bank reconciliations.

Troubleshooting

• 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
• I can't choose a payment method for Autopay

FAQs

• How does Paystand handles refunds in Sage?
• If a customer has paid through Paystand via phone and I have entered and submitted the payment, will they be able to log in through the portal?
• What happens when you take a payment with no invoice attached?
• How can I add invoices if I find any missing after the sync?
• How to turn off the default Collection Plan?
• Where can I find the saved payment methods for the customer?