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

    Introduce your lesson with an optional, short summary. You can edit this excerpt in lesson settings.

    Introduce your lesson with an optional, short summary. You can edit this excerpt in lesson settings.

  • 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

    • Creating the Unipay Role and Permissions

    • Authorize the Sererra Sender ID

    • Package Installation

    • Managing Customers

    • Managing Invoices

    • Register for Unipay

    • Unipay Payment Account

    • Creating a Unipay Payment Account

    • Configure Autopay

  • Pay Now and Setup Payment Method Links

    • Download the Printed Document Template

    • Add the Pay Now Button to your document

    • Adding the New Template into Sage Intacct

    • Testing the Document Template

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