AR Advances for Sage Lockbox | Scribe

    AR Advances for Sage Lockbox

    • Samanta Escalona |
    • 0 step |
    • 59 seconds
    Click Checks on Paystand dashboard
    Click Unmatched
    Click "Match Resource(s)"
    Click AR Advance, and then click Insert Customer ID
    Search for a valid, existing customer ID in the field shown below:
    Click on “Create AR Advance” (note that if the customer ID is invalid, the button will remain disabled and greyed out). An AR advance will be created in Sage Intacct linked to the customer you entered.
    You can view the non-payment check payment on the payments page in the Dashboard. You can easily find it using the payment ID shown under the virtual check panel shown above.
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