Payments made by your customers in the Tesorio Payment Portal can automatically sync to Sage Intacct without intervention from your team. To fully understand this process, please see these articles first:
Post Payments to Sage Intacct
Invoices created under different entities cannot be combined in one payment unless it is a combination of Top Level invoices + one other entity.
When creating and posting the customer payment to Sage Intacct, Tesorio uses the invoice subsidiary (i.e. Intacct entity under which the invoice was created). If Top Level invoices were combined in one payment with invoices for another entity (USA Entity in below example), the posted payments will be created under USA Entity.
Tesorio does not use any invoice line item information, but your Sage Intacct entity that the invoice was created under.
Tesorio has the flexibility to bypass the invoice customer to Stripe account logic and use different Stripe accounts for different invoices for the same customer. That requires you to create a custom field with the desired entity information and some custom set-up on our end. If you are interested in learning more, or using this set-up, please contact your CSM and please allow some time for this configuration to be done.
Customer Payment Mapping for Sage Intacct
