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:
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.
Set up an Undeposited Funds type account (see Setup Bank Accounts) to be linked to the Organization's customer profile (see Organization List > Customer Profile).
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.
Admin - Setup Email Notifications
Define an email template for the reminder emails.
Admin - Setup Email Messages
Set up unpaid invoice reminder emails.
Admin - Schedule
Schedule an automated job to send the payment reminder emails.
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.
Set up Payment Reminder Threshold (unanet.financials.customer_payment.reminder.minimum_balance) property.
Set up the Customer Payment Options. Billing managers set preferences to control the types of electronic payment that are allowed. Administrators set the default preferences in the following system properties (see Admin Properties Screen) located in the Financials > Accounts Receivable > Customer Payment Options section:
Allow electronic payments via self-serve portal (unanet.financials.allow_portal_payment)
Note: Payment options are set at the following levels:
at the system level (e.g., Customer Payment Reminder Email Frequency (unanet.financials.customer_payment.reminder.frequency) property)
at the lead/standalone invoicing project level (see Project Billing > Contacts and Project Billing > Invoice Setup) - manager overrides system level properties
at the individual invoice level (see List Invoices > Invoice - Setup) - manager overrides system and project level properties
Set up Portal Image Source (unanet.portal.logo.src) to display your company's logo on the Pay portal.
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.
Ensure the Invoice Delivery Method is set to Email on Contacts tab (inherited from Project Billing > Contacts).
Override email reminder settings if applicable on Contacts tab.
A typical pay process, from completing the invoice to receiving the funds from Stripe, is as follows:
an entry for every Unanet customer payment is included in a Financials > Accounts Receivable > Deposit record. This is not a one for one transaction count. Stripe may release multiple payments in a single payout. The deposit will have all of the entries included in this one deposit. The deposit will be in Submitted status for you to review and verify.