Sage Intacct Integration

Payer Portal

• FAQs
• How To's

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

Getting Started

• Access to your Paystand Dashboard
• Sage Intacct Implementation Requirements

Main Features

• Autopay
• Collections Plan

• 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

• 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

• 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?