Bill-To Consolidated Statement – Paystand Help Center
This article explains the new feature that allows you to group invoices and send statements for multiple customers using a shared Bill-To contact.
Using the Bill-To Consolidated Statement Feature
On the PS Dashboard, click Settings.
Click GENERAL.
Click the toggle to enable the feature Customer as Projects.
Once enabled, navigate to the Receivables tab.
The Receivable tab will display a new column with Bill-To Name and Email Address.
Click the All Multi-Account Payers to select a contact.Type in the name of the customer.
You can select multiple invoices from different customers if they share the same bill-to email address.
Things to know
- In grouped mode, the following actions are unavailable: Autopay, Collections, and Pay Now.
- This is expected behavior, since these actions are tied to individual customer settings and are not supported in Bill-To level grouped flows.
The preview will display the statement along with the invoices it contains.
Click Send.
The statement will be sent to the payer's email.
Each selected invoice will appear in the email with its due amount and date | and a Pay Now button for quick payment.
This includes invoices from multiple customers, delivered together in one consolidated email.
- After clicking Pay Now, the payer is directed to checkout to confirm and complete payment for the selected invoices.
You’ll see invoices from multiple customers combined into one easy, consolidated checkout experience.
When the invoices are confirmed, the payer can continue by clicking Continue to Payment Selection.
The payer can select the payment method, enter their information, and complete the payment.
What to expect in Sage Intacct reconciliation
- Each payment is automatically reconciled to the respective customer account.
- Multiple ARPYMT entries are posted — one for each customer.
- Reconciliation works as usual and now supports cross-customer payments through shared Bill-To.