5: Manage Existing Customer Payment Methods

How to Handle Customers with Existing Payment Methods

Your company may be new to using Unipay, but may already be utilizing certain payment providers for payment processing. In this case, you will already have customers with payment methods established. We want to ensure that the integration has knowledge of these payment methods and does not create duplicate customers within your payment provider’s site.

The Unipay application you installed earlier provides fields within Sage Intacct where a user can update the Integration with the existing customer and payment method info. These fields can be found within the Customer object by navigating to Accounts Receivable>Customers>Edit Customer>at the bottom of the page. The fields are:

• Payment Provider Customer ID - This is the customer ID within the payment provider’s site for the existing customer. Fill this in to prevent the integration from creating a new customer and instead utilize the existing one.

• Payment Provider Mandate ID - This field allows you to provide the Mandate ID for accounts set up with GoCardless.

• Payment Provider Method ID - This field allows a user to provide the payment method ID for all other payment providers.

These two fields can be updated by editing the customer record, adding them when the customer record is created, or mass updating using Sage Intacct’s Import Functionality.

Important - If you already have customers set up in your payment processor’s account, you should keep Customer Sync Disabled when initially setting up your Payment Account later in this guide. You should then update the Payment Provider fields in Intacct before syncing customers to protect against duplicates.