Payer Portal Navigation and Features – Paystand Help Center
Transactions tab
The Transactions page lists all historical payment activity. Transactions are grouped into three tables:
Payments
Refunds
Failed payments
Each table can be downloaded in CSV format.
Clicking any invoice number redirects the payer to the Payable Details page.
If a single transaction applies to more than one invoice, the Invoice ID column displays a “+1” (or higher). Hovering over it shows a tooltip with the additional invoices.
A help icon appears next to the Amount column. Hovering over it displays a breakdown of the payment.
Tip
- Payers can download any transaction list for their own records using the CSV option
Merchant selector
If a payer does business with multiple Paystand merchants, they can switch between merchants using the Merchant Selector.
A merchant appears in the selector only if:
The payer has received at least one invoice from that merchant
The merchant is a Sage Intacct merchant with the Payer Portal plan enabled
Otherwise, invoices are grouped under “Others.”
Payables tab
The Payables page lists all historical invoices. Payables are organized into:
All
Current
Overdue
Paid
Each payable displays:
Creation date
Due date
Amount due
Total amount
Clicking an invoice number opens the Payable Details page.
Payable Details tab
The Payable Details page shows:
Invoice status
Creation date
Due date
Amount due
Total amount
All related transactions
Payers can also download the invoice PDF from:
The PDF icon in the Payables table
The PDF Download button inside the Payable Details page
Make payments on payables
Payers can make payments in two ways:
Option 1: Pay multiple invoices
Select one or more open payables from the Payables page
Click Pay
Proceed through the Checkout Experience
Option 2: Pay a single invoice
Click the invoice ID
Open the Payable Details page
Click Pay Now
Complete the checkout flow
Billing page
The Billing page displays all saved payment methods associated with the payer’s account. This includes bank accounts and cards that were added during checkout or directly in the Payer Portal.
The table shows the following details for each payment method:
Payment method – The bank or card name and the last four digits
Payment type – The type of account, such as Individual Savings
Expires – The expiration date, when applicable
Status – The current status of the payment method, such as Active
Added from/by – How the payment method was added, for example Checkout or Customer
Actions – A menu to manage the saved payment method
To add a new payment method, click Add New in the top-right corner of the Billing page and follow the prompts to enter the bank or card details.
Existing payment methods can be managed from the Actions menu next to each row. Depending on the configuration, payers can update or remove saved payment methods from this menu.
Tip
- Saved payment methods in the Billing page are available during checkout, which helps make future payments faster.
Email modifications (Synced from Sage Intacct)
If a merchant updates a payer’s email in Sage Intacct, the Payer Portal login email updates automatically.
The payer must log in using the new email address the next time they access the portal.
Things to know
Email changes must be made in the merchant’s ERP (Sage Intacct)
Payers must use the updated email for future login attempts
All changes sync automatically to the Payer Portal
Prev Next
Table of contents
Payer Portal Navigation and Features