Setup Sage Intacct
Invoice Management in Unipay
The Unipay package includes smart events that will automatically create an invoice-related record (object) called Online Payment Invoice Synchronization. This record is created when an AR Invoice is generated within Intacct. This record is visible at the bottom of the AR invoice page. Within this record, a user can manage the invoice and view its status within the Unipay integration and the payment processor. To view or edit this record, a user can navigate to Accounts Receivable>Invoices>View Invoice> scroll to the bottom of the page. Additionally, a user can view all invoice records from the Online Payments application. Below are the fields that exist within this record:
Online Payment Invoice Synchronization - This is the record id associated within the related object. (should not be edited)
AR Invoices - This is the record number associated to the Invoice document within Intacct. Select this link will take you to the invoice document within AR. (should not be edited)
AR Invoice Entity ID - This is the entity the invoice is associated with. (should not be edited)
AR Invoice Txn Currency - This is the transaction currency of the invoice. (should not be edited)
AR Invoice Base Currency - This is the base currency of the invoice. (should not be edited)
Is Payment Processor Synced - This states whether the invoice has been synced to the payment process, i.e. a payment request has been made. This protects against duplicates and informs the system that an invoice has been synced. This field is automatically updated by the integration. (should not be edited)
Payment Processor Payment Status - This is the status of the payment request made within the payment processor account for this invoice. Example, succeeded indicates that the payment request has successfully been paid on the payment processor side. (should not be edited)
Invoice Sync to Payment Provider - This indicates if the invoice SHOULD or SHOULD NOT sync to the payment processor. By default this is enabled. A user can disable this field to keep the invoice from syncing to the payment processor, and a payment request from being created. This field can be edited by a user.
Is Intacct Paid - This flag indicates if an invoice has been paid within Intacct through the integration. This is automatically updated by the integration when a payment is applied. (should not be edited)
Processor Transaction ID - This is the record id found within the payment processor’s account associated to the invoice’s payment request. (should not be edited)
Is Processor Error - This indicates if there was an errors syncing the invoice to the payment processor. (should not be edited)
Processor Retries - This field indicates the number of retries the system has made to send the invoice/create the payment request with the payment processor. (should not be edited)
Payment Handling Mode - This is the preferred method of handling retries for this invoice. By default, it utilizes the rules specified by the payment processor. A user can edit this field and override the handling of retries. Below are the values and their behavior:
Default: Attempts to process Credit Card up to 3x. Attempts to process ACH 1x. (Applies to ACH and CC Transactions).
Hold for dispute: Stops payment processing and retries. (Applies to ACH and CC Transactions).
Manual review required: Stops payment processing and retries. (Applies to ACH and CC Transactions).
Skip autopay: Invoice will not be processed by autopay jobs. (Applies to ACH and CC Transactions).
One time retry: One-time retry for a failed payment request. (Applies to ACH and CC Transactions).
Override retry limit: Removes limits on attempts retry payment, and will attempt to retry indefinitely until successful. (Applies to CC Transactions).
Skip after 1st failure: Ignore retry and process payment attempt only once. (Applies to CC Transactions).
AR Invoice Payment Provider Customer ID - This writes back the customers id within the payment provider.
