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Sage Intacct Technical Solutions
Home
Add-on Products
Customizable Solutions
Services
About
Contact
Login Account
Home
Add-on Products
Customizable Solutions
Services
About
Contact
Login Account

Unipay Help Center

Welcome to the Unipay Help Center. In this help center, you will learn how to effectively set up and utilize the Unipay application for automated payment processing.

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  • Welcome to Unipay for Sage Intacct

  • Resources

    The page contains information and links to help you get started with Unipay

    The page contains information and links to help you get started with Unipay

    • Setting up Web Services User and Permissions

    • Unipay Role and Permissions

    • Authorize the Sererra Sender ID

    • Package Installation

    • Managing Customers Preferences in Sage Intacct

    • Updating Existing Customers

    • Managing Invoices in Sage Intacct

    • Import Center - Mass Create or Update Online Payments Customer Prefs

    • Register for Unipay

    • Unipay Payment Account - Connecting Sage to your Payment Processor

    • Creating a Unipay Payment Account

    • Configure Autopay - Automated Payment Requests

    • Setting Up a Payment Method from Sage Intacct

    • Downloading Your Printed Document Template

    • Adding the Pay Now Button to Your Printed Document Template

    • Adding Your Updated Template Back Into Sage Intacct.

    • Testing the Pay Now Link

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