Enhanced interface

Set up the rebate account

When your suppliers accept virtual card payments, you earn a percentage of those payments back in rebates. You can select which bank account you want CSI to deposit these rebates into.

Only one bank account can be selected as your rebate account at a time.

Subscription	Administration Cash Management Sage Cloud Services Supplier Payments powered by CSI
User type	Business user with admin privileges
Permissions	Cheque accounts- 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.

Go to Cash Management > All or Setup > Accounts > Cheque.
Find the bank account you want to use for rebates.
Select More actions > Edit at the end of the row.
On the Payment providers tab select Rebate account.
Select Save.

Go to Cash Management > All or Setup > Accounts > Cheque.
Find the bank account you want to use for rebates and select Edit next to it.
On the Payment providers tab select Rebate account.
Select Save.