### Prerequisites

- Must have the **AR Advance feature enabled**. Contact your CSM to confirm if this functionality is included in your account.

- [Project ID functionality must be enabled](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K23BMG7WMYTDN1K0AEVX6EW7) in your PS Dashboard

- **Paystand Web Services User role** must have [Projects permissions](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K259GR7AF7SGR72NGSAGQDG7) configured in Sage Intacct

Important considerations

- Project ID is optional, but highly recommended if your Sage Intacct uses project-based tracking
- Only one Project ID can be assigned per AR Advance transaction
- Once submitted, the Project ID cannot be changed in Paystand

### Enabling Project ID for AR Advances

1\. To enable the AR Advance with Project ID feature, go to the **Settings** section

2\. Click **GENERAL**

3\. Activate the **toggle** for AR Advance Project Assignment

###

### Processing AR Advance with a saved payment token

1\. To create an AR Advance with a Project ID, go to the **Customers** tab

2\. Select the **Customer**

3\. Click **AR Advance**

4\. Below the total amount field, you’ll see a **Project ID** dropdown. This menu displays all active projects associated with the selected customer

5\. Select the project you want to associate with the **AR Advance**

6\. Select the **saved payment token** for the customer

7\. Click **Pay**

8\. Click **Pay Now** to confirm

### Requesting an AR Advance with a Project ID

1\. Click **Request Payment**

2\. Select the project you want to associate with the AR Advance

3\. Click **Send Request**

### Applying AR Advance with Project ID

1\. The AR Advance will be reflected in the **Advances section** within Sage Intacct.

2\. The Project ID will be included in the payment **memo field**

**What to Expect**

Once processed, the AR Advance and associated Project ID will sync with Sage Intacct, ensuring proper allocation and visibility in your financial reports.

### Enable Projects permissions for Paystand Web Services in Sage Intacct

1. Navigate to: `Company → Admin tab → Users, roles & groups section → Edit Roles`
2. Select the **Paystand Web Services** role
3. Go to **Role Subscriptions** tab
4. Find **Projects** section
5. Enable the following permissions:
   - **List** \- Required to retrieve available projects
   - **View** \- Required to read project detailsTo enable this functionality, the Paystand Web Services User role must have **Projects** permissions configured in Sage Intacct:

[Prev](https://support.paystand.com/hc/en-us/articles/12374581125915-Capture-or-Request-an-AR-Advance "Capture or Request an AR Advance") Next

#### Table of contents

Process AR Advance Payments with Project ID

- [Process AR Advance Payments with Project ID](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#process-ar-advance-payments-with-project-id-0-0)
- [Prerequisites](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K23BK8V8AHCBP2YYBVG7Z7JV)
- [Enabling Project ID for AR Advances](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K25A7ZYAV17PDJ7ECYXFX3E8)
- [Processing AR Advance with a saved payment token](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K259VJBV6NG1AN4DMWCWBS3M)
- [Requesting an AR Advance with a Project ID](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K23CSASR8Z75DR96QWNXC4PE)
- [Applying AR Advance with Project ID](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K23CGZKYX05W0RP06SM3WF7C)
- [Enable Projects permissions for Paystand Web Services in Sage Intacct](https://support.paystand.com/hc/en-us/articles/39794634561435-Process-AR-Advance-Payments-with-Project-ID#h_01K259GR7AF7SGR72NGSAGQDG7)