Sage Intacct Integration

Refunds

• New Refund Process Sage Integration
• Handle Refunds in Sage Intacct

Payer Portal

• FAQs
• How To's

• Features and Functionalities
• Getting Started
• Overview of Payer Portal
• Troubleshooting Payer Portal

Getting Started

• Understanding Paystand GL Sage Impact
• Maximizing Efficiency with Paystand's Sage Intacct Integration: Your Essential Guide
• Guide to the Sage Settings Form
• Access to your Paystand Dashboard
• Sage Intacct Implementation Requirements

Main Features

• Autopay
• Collections Plan

• AR Advances
• Dispute Automation
• Filter, Sort and Select receivables
• Funds-on-File
• Invoicing
• Modify an existing Open Invoice Reminder

How To's

• Reset Access Dates for Sage Intacct Console Access
• Provide console access to Paystand
• How to sync a Transaction on Receivables page
• How to enable Dimensions
• Reconcile reopened invoices (Disputes)
• Apply an AR advance to an invoice

Dos and Don'ts

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

• Don't do Full Sync on the Integrations page
• Don't add details to the Paystand Checking Account
• Warning! Do not reopen successful bank reconciliations.

Troubleshooting

• I am getting duplicate payment notification emails
• 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
• I can't choose a payment method for Autopay

FAQs

• 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?
• Can bank transfers be used for monthly payments? Does the customer need to authorize each transfer by logging into their bank account every month?