Setup Sage Intacct
How to Update the Default Field Values in the Online Payments Objects
With the Unipay package, the Online Payments Customer Prefs object has predefined default values. For example, by default, Autopay is off, and by default, the payment method is any. A user can access these objects and change the default values. Note that a user must maintain and update these values whenever a new release is upgraded within the environment, as the upgrade will revert the fields to their default values in the package. '
To change the default values, a user would:
Navigate to Company>Platform Services>Objects. From here, search for the Online Payments Customer Prefs object within the Object column, and select Online Payments Customer Prefs.
In the new screen, select Fields.
The page should scroll down to the fields section. You can then click on edit of the field you wish to adjust the default value.
Below are the fields you can adjust within the Online Payments Customer Prefs object:
Autopay - By default is unchecked and can be changed to checked. This dictates if Autopay should be on or off for a customer.
Consolidate Payments - By default, it is unchecked and can be changed to checked. This dictates if autopay should send a single payment request for invoices due on the same date with the same transaction currency.
Customer - SHOULD NOT be changed. This should remain Source Object.
Customer Last Modified - Not mapped and should not be changed.
Enable Online Payments - By default is checked. This dictates if this customer should sync to Unipay.
Entity - By default, this is adopts the value of the entity this customer was created. This dictates what entity or top-level this customer is related to in the middleware, meaning this should match the level the payment account in the middleware is set up for.
Payment Method ID - Not mapped and should not be changed.
Payment Provider Customer ID - Not mapped and should not be changed.
Preferred Mandate ID - Not Mapped and should not be changed.
Payment Type - By default, this is Any. This can be changed to the following:
Stripe - Credit Card or ACH
GoCardless - Direct Debit, Instant Bank Pay, InstantBankPay+DirectDebit
Note, GoCardless customers should not use “Any”, and dictate the payment method.
Payment Provider Source - By default, this is Customer Prefs. For Stripe customers, you can select Invoice Prefs. If this option is chosen, there is a Payment Provider Customer ID field on the invoice that can be populated with the Payment Provider Customer ID. Payment requests are made to that ID on the invoice.
Once done, save the data map. When a new record is created automatically, it will utilize this updated data map moving forward. Again, when the package is updated, these will need to be updated again.
