Enable suppliers for Supplier Payments powered by CSI

When you enable a supplier for Supplier Payments powered by CSI, they receive an email from CSI with information and the option to select their payment preferences.

We recommend notifying your suppliers of this change in payments so that CSI's email isn't mistaken for phishing or spam. See the Pre-setup checklist for a template to help you get started.

If Sage Intacct has the supplier's ACH payment information, we'll share those details with CSI. It's up to the supplier to register their payment preferences with CSI.

Subscription

  • Administration

  • Accounts Payable

  • Sage Cloud Services

  • Supplier Payments powered by CSI

User type Business user with admin privileges
Permissions

  • Application Subscriptions: List, View, Subscribe, Configure

  • Accounts Payable > Vendors: List, View, Edit
Restrictions

This service is only for US suppliers accepting USD.

Work with your partner or Professional Services to start the subscription process. If you're a direct Sage Intacct customer, contact your account manager. These resources can help you determine which payment service works best for your business needs and guide you through the setup process.

Enable a single supplier

You can enable a single supplier from the supplier record.

  1. Go to Accounts Payable > All > Suppliers.

  2. Find the supplier you want to enable.

  3. Select Edit at the end of the row.

  4. On the Payment providers tab select Enable supplier for Supplier Payments powered by CSI.

  5. Select Save.

    The supplier will receive an email from CSI with information and an option to select payment preferences.

  1. Go to Accounts Payable > All > Suppliers.

  2. Find the supplier you want to enable and select Edit next to it.
  3. On the Payment providers tab select Enable supplier for Supplier Payments powered by CSI.

  4. Select Save.

    The supplier will receive an email from CSI with information and an option to select payment preferences.

After suppliers are enabled for the service, they receive a welcome email from CSI with a link to register and select their payment preferences. CSI copies you in this email.

The registration link in the email is valid for 3 days.

CSI sends you a confirmation email after the supplier registers for their preferred payment method. If a supplier registers for ACH payments, CSI sends this email after the ACH penny test is successfully completed.

Enable multiple suppliers from the Suppliers list

You can set up multiple suppliers at once directly from the Suppliers list.

  1. Go to Accounts Payable > All > Suppliers.

  2. Select the suppliers you want to enable.

  3. Select Subscribe to CSI.

After suppliers are enabled for the service, they receive a welcome email from CSI with a link to register and select their payment preferences. CSI copies you in this email.

The registration link in the email is valid for 3 days.

CSI sends you a confirmation email after the supplier registers for their preferred payment method. If a supplier registers for ACH payments, CSI sends this email after the ACH penny test is successfully completed.

Enable multiple suppliers from the subscription page

You can set up multiple vendors at once from the Configure Supplier Payments powered by CSI page.

Manually enable specific suppliers

You can manually enable specific suppliers for the payment service.

  1. Select Open Suppliers list.

  2. Select the suppliers to enable.

  3. Select Subscribe to CSI at the top of the list.

Automatically enable all suppliers

You can enable suppliers in bulk and any time a new supplier is added.

  • Enable all suppliers for service: This option mass shares all existing supplier information with CSI and enables them for payments.

  • Automatically enable new suppliers: This option automatically enables and shares any new suppliers that you add in the future.