### Company Setup

1. **What release version of Acumatica are you using?**

(e.g., 2024 R2)

2. **List the name(s) of the company(ies) and/or branch(es)** we’ll be connecting to in both environments (Sandbox and Production).

3. **Provide the default subaccount values** you want Paystand to use for each company.

4. **Will your customers be allowed to make partial payments** on invoices and sales orders?

(Yes / No)

### User Access

5. **Create a new User Type** called **“Paystand User Type”** in each environment and assign the following roles:   - Assign appropriate permissions
   - Confirm User Type is created
6. **Set the User Type’s Login Type** to **“Unrestricted”** and confirm that the above steps are completed.   - Confirm step complete
7. **Create a user named “Paystand\_User”**in each environment.   - Email: implementations+YourCompany@paystand.com
   - Password: Set to never expire
   - Confirm user creation
8. **Assign the “Paystand User Type”**to the new user.   - Confirm assignment
9. **Provide the following access details for both Sandbox and Production**:   - Environment URLs
   - Tenant Name
   - Branch Name
   - User Credentials (can be shared securely via [Paystand Share Tool](https://share.paystand.mx/))
   - Paste the generated link here: \_\_\_\_\_\_\_\_\_\_\_\_\_

### Email & Branding

10. **List the email address** you would like customer-facing payment emails to be sent from.

11. **List the email addresses of your internal users** who need access to the Paystand Dashboard.

- Please note which should have **Admin** access.

12. **List any team members** who should be notified **before any customization is pushed** to Sandbox or Production.

13. **Provide branding for checkout and email experience**:

- Email From Name
- Company Logo (PNG, ≤1MB)
- Background Image or Hex Color Code
- Button Color (hex code)
- Header/Bar Color (hex code)

14. **Complete email domain configuration** by following instructions here:

- [Configure Email Sending Domain](https://support.paystand.com/hc/en-us/articles/26501608395035-Configuring-Settings-to-Allow-Paystand-to-Send-Emails-from-Your-Domain)
- Confirm this step is complete

### General Ledger (GL) Setup

15. **Create a GL Account for Paystand’s Clearing Account** using these specs:

- **Account Number**: Alphanumeric (e.g., 1010)
- **Account Name**: e.g., “Paystand Cash Account”
- **Account Type**: Balance Sheet
- Enter GL Number: \_\_\_\_\_\_\_\_\_\_\_\_\_

16. **Provide GL Accounts for the following categories**:

- Convenience Fees
- Incentives
- Merchant Fees
- Refunds
- Disputes
- Adjustments

17. **Specify the Bank Account ID(s)** from Acumatica where Paystand should deposit funds.

- For multiple companies, list each with corresponding bank account IDs.

18. **Define Fee Pass-Through Structure**:

- What % and/or fixed fee should be passed to payers for **card payments**?

### Testing & Final Configuration

19. **Set up test conditions in Sandbox and Production**:

- Create a **test customer** named: Paystand Test
- Post **five $2 invoices** under that customer
- Confirm this step is completed

[Prev](https://support.paystand.com/hc/en-us/articles/40729929264283-Branding-Materials "Branding Materials") Next

#### Table of contents

Acumatica Settings Form

- [Acumatica Settings Form](https://support.paystand.com/hc/en-us/articles/39973785461659-Acumatica-Settings-Form#acumatica-settings-form-0-0)
- [Company Setup](https://support.paystand.com/hc/en-us/articles/39973785461659-Acumatica-Settings-Form#h_01K2J44N5WQ1MWW4WS7XJ2NNRR)
- [User Access](https://support.paystand.com/hc/en-us/articles/39973785461659-Acumatica-Settings-Form#h_01K2J44N5Z7KBTRXXSBP5PHRRC)
- [Email & Branding](https://support.paystand.com/hc/en-us/articles/39973785461659-Acumatica-Settings-Form#h_01K2J44N67F0BQ8ZEXYZ83JW66)
- [General Ledger (GL) Setup](https://support.paystand.com/hc/en-us/articles/39973785461659-Acumatica-Settings-Form#h_01K2J44N6BVFXHW7XCYXGJT8K5)
- [Testing & Final Configuration](https://support.paystand.com/hc/en-us/articles/39973785461659-Acumatica-Settings-Form#h_01K2J5369PDBJMG6RS1CQEBADW)