Support
  1. Bill Manager Support
  2. Sage Intacct
  3. Tips and Best Practices

Sage Intacct sync: Credit Memos

You need to create and apply credit memos manually in Sage Intacct and Bill Manager because they don't sync to or from Sage Intacct.

Create a credit memo in Sage Intacct

  1. Go to Accounts Payable
  2. Under Transactions > select Account Adjustments

Create a credit memo in Bill Manager

  1. Select Invoices in the navigation menu
  2. Select the more options dots
  3. Select Credit Memos
  4. Select New
  5. Enter credit memo details
  6. Select Save

Account Setup View all

Connecting with my Vendors View all

Making Payments View all

Bill Management View all

Inbox View all

Networking with Vendors and Customers View all

Reporting View all

Import / Export View all

QuickBooks Online View all

Xero View all

QuickBooks for Windows View all

NetSuite / Intacct View Intacct View NetSuite

Getting Paid (Receivables) View all

Customer Management View all

FAQ

How do I make a payment without creating a bill? How do I pay a bill? How do I process items from the Inbox? How do I add a vendor? How do I apply vendor credits? How do I attach a document to an offline payment? How do I add another user? When will my payment arrive? Process Date vs. Arrives by Date How do I cancel a payment? When can I void a payment? How do I contact Bill Manager Support?

Wells Fargo Support

Available 5am to 6pm Pacific Time, Monday through Friday

1-800-AT-WELLS (1-800-289-3557)