Unanet Pay

Overview

One of the key success measures for our customers is the ability to get paid as soon as possible on the products or services they provide. They rely on Unanet to create and, optionally email, the customer invoices. Unanet Pay gives you more options to get paid sooner while minimizing related A/R efforts and labor costs. The portal allows payment via credit card or ACH without logging into Unanet. It includes an automated process that tracks received payments in Unanet as Customer Payments, Deposits, and appropriate General Ledger transactions.

 

 

Topics covered on this help page include:

 


Setup Required for Using Unanet Pay

Please follow these steps to setup for using Unanet Pay:

 

System Settings

 

 

 

 

 

In order for payments to be correctly recorded in Unanet, you must specify which bank account to use for the automatic payments from the portal.

Note: The bank account set up in Stripe must also be in Unanet. Unanet looks for a matching bank account and routing number when the payout from Stripe is received and the Deposit document is created.

 

 

 

 

Billing managers set preferences for automatic reminders for customers to pay their bills. They have the options of not sending automated reminders or sending them a specified number of days after the invoice due date.

 

 

 

 

Organization Settings

 

Project Settings

Managers must set up their project invoice options if they differ from the system settings.

 

 

Invoice Settings

Managers must set up their individual invoice options if they differ from the system or project settings.

 


Pay Process

A typical pay process, from completing the invoice to receiving the funds from Stripe, is as follows: