Payer Portal
Getting Started
Main Features
- AR Advances
- Convenience Fees and Payer Incentives
- Dispute Automation
- Filter, Sort and Select receivables
- Funds-on-File
- Invoicing
How To's
- Reset Access Dates for Sage Intacct Console Access
- Provide console access to Paystand
- Manual reconciliation for Refunds
- How to sync a Transaction on Receivables page
- How to enable Dimensions
- Reconcile reopened invoices (Disputes)
Dos and Don'ts
Troubleshooting
FAQs
- 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?
- Can bank transfers be used for monthly payments? Does the customer need to authorize each transfer by logging into their bank account every month?
- What is Full Sync? (Integrations Page)
- How does Paystand handles refunds in Sage?