To sync sales credit memos from Sage Intacct® and to download them as a credit memos to YayPay, go to Settings | Integrations and click on the Manage Business Systems button located in the top right corner of the page. This opens the Manage Business Systems dialog. In this dialog, select Sage Intacct from the drop down menu and click Save to confirm the selection. 

As a result, the Sage Intacct ERP connector panel appears. On this panel, specify the Connector Settings and other options required for a successful integration , including the Download Sales Credit Memos as Credit Memos functionality.

To synchronize sales credit memos as credit memos, they must be created with the Credit type in Sage Intacct®.

Checking or unchecking the Download Sales Credit Memos as Credit Memos check box results in the following:

• Unchecked – If users create sales credit memos in Sage Intacct® and start the sync process by clicking on the Sync button located in the top right corner of the panel, the ERP connector syncs the sales credit memos as invoices.

• Checked – The following applies:

  • If the sync process is started and no sales credit memo was updated in Sage Intacct®, the ERP connector will still sync them as invoices. To sync the sales credit memo as credit memo, you should modify it in Sage Intacct®, or start the full resync process by clicking on the Resync button located in the top right corner of the panel.
    
    

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    Important

    Once the Download Sales Credit Memos as Credit Memos check box is checked and the customer runs the sync process again, the process cannot be reversed. If the check box is unchecked and the changes are saved again, it may result in duplicate credit memos appearing on both the Invoice and Open credits tabs. 
    
    Clicking the RESYNC button after checking the Download Sales Credit Memos as Credit Memos check box does not move the existing sales credit memos (SCMs), synced as invoices, to the Credit Memo. Only new Sales Credit Memos (SCM) will be pulled in YP as Credit Memos.
    
    To move Credit memos from the Invoices tab, the SCM should be updated in your ERP system, and a new sync process should be started.

  • If the sync process is started after you modified a sales credit memo in Sage Intacct®, the ERP connector syncs the sales credit memo as a Credit Memo and removes it from the Invoices tab.. If you uncheck the Download Sales Credit Memos as Credit Memos check box after the syncing process, only new sales credit memos will be synced as invoices, and the previous ones will remain credit memos in the Open Credits tab of the Customer portal.
    
    

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    Warning

    If sales credit memos have a Draft or Declined status in Sage Intacct®, the ERP connector doesn’t sync the sales credit memo to YayPay.

    
    

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    Important

    If you sync sales credit memos from Sage Intacct® to YayPay as credit memos, you cannot use sales credit memos to pay invoices, because Sage Intacct® does not support payment allocation on sales credit memos.

    If you use sales credit memos to pay invoices, Sage Intacct® will skip these allocations and will not apply the sales credit memo amount to the invoice. As a result, the payment in YayPay will fail.

    Example: The payment amount is $10, the invoice allocation amount is $15, and the sales credit memo allocation amount is $5. The ERP connector creates two allocations:

    • payment $10 to Invoice $10 

    • sales credit memo $5  to invoice $5

     As the Sage Intacct® connector skips the sales credit memo allocation to the invoice, it only creates one allocation: Payment $10 to Invoice $15. Thus, the payment amount is less than the amount being applied.

     When you create an unallocated payment in YayPay and then want to pay the invoice using the given payment and the credit, the invoice will only be paid if the credit is represented by AR Adjustment (of Credit Memo type).

    If you create a sales credit memo in Sage Intacct®, sync it in YayPay, and then click "Resync Invoices", the ERP Connector will resync only invoices! The Sales Credit Memos will not be synced as invoices.

  • The user creates the sales credit memo and invoice in Sage Intacct® and applies the Invoice to Sales Credit Memo. In YayPay, the user cannot see which invoice the credit memo was allocated to. YayPay depicts allocation if the invoice is allocated to the payment.

  • The user removes the sales credit memo in Sage Intacct® during the sync process, the ERP Connector receives the removed sales credit memo between the last sync date and the current date and removes it in YayPay.

Also note, when a Sales Credit Memo is created via Entity in Sage Intacct®, the ERP Connector doesn’t sync the Sales Credit Memo to YayPay if the user doesn’t specify the Entity in via the Connector.

YayPay depicts allocation if the Invoice was allocated to the payment.