Enable vendors for Vendor Payments powered by CSI

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

We recommend notifying your vendors 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 vendor's ACH payment information, we'll share those details with CSI. It's up to the vendor to register their payment preferences with CSI.

Subscription

  • Administration

  • Accounts Payable

  • Sage Cloud Services

  • Vendor 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 vendors 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 vendor

You can enable a single vendor from the vendor record.

  1. Go to Accounts Payable > All > Vendors.

  2. Find the vendor you want to enable.

  3. Select Edit at the end of the row.

  4. On the Payment providers tab select Enable vendor for Vendor Payments powered by CSI.

  5. Select Save.

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

  1. Go to Accounts Payable > All > Vendors.

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

  4. Select Save.

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

After vendors 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 vendor registers for their preferred payment method. If a vendor registers for ACH payments, CSI sends this email after the ACH penny test is successfully completed.

Enable multiple vendors from the Vendors list

You can set up multiple vendors at once directly from the Vendors list.

  1. Go to Accounts Payable > All > Vendors.

  2. Select the vendors you want to enable.

  3. Select Subscribe to CSI.

After vendors 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 vendor registers for their preferred payment method. If a vendor registers for ACH payments, CSI sends this email after the ACH penny test is successfully completed.

Enable multiple vendors from the subscription page

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

Manually enable specific vendors

You can manually enable specific vendors for the payment service.

  1. Select Open Vendors list.

  2. Select the vendors to enable.

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

Automatically enable all vendors

You can enable vendors in bulk and any time a new vendor is added.

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

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