Overview
In some scenarios, invoice payment information in SARA may not accurately reflect what is recorded in your ERP system. This commonly occurs when customers make multiple payments using different methods (for example, a check followed by a credit card payment), submit partial payments, or when a payment is applied to an invoice that has already been closed in the ERP.
This article explains how to manually update invoice payment information in SARA and outlines important considerations when doing so.
Can Invoice Payment Information Be Updated Manually in SARA?
Yes. SARA allows users to manually clear and update payment information on invoices.
Important: Performing this action will clear any payment currently posted on the selected invoice(s) within SARA.
Steps to Manually Update Invoice Payment Information
- Navigate to Inquiries.
- Select By User.
- Click Pending Payment.
- Select the invoice(s) you would like to update.
- Click the purple action button located in the upper-left corner of the screen
Once completed, the payment information associated with the selected invoice(s) will be cleared in SARA.
Important Notes and ERP Considerations
- Clearing a payment in SARA does not remove or modify the payment in your ERP system.
- If the payment still exists in your ERP (for example, Sage Intacct), it must be manually reconciled within the ERP.
- We recommend working with your ERP administrator to ensure payments are correctly adjusted or reapplied in the ERP.
- Since SARA synchronizes directly with your ERP, any payment that remains posted in the ERP will be re-synced and reappear in SARA during the next scheduled sync.
Summary
Manual payment updates in SARA are useful for resolving discrepancies caused by duplicate, partial, or misapplied payments. However, to prevent payments from reappearing, it is critical that the ERP reflects the correct payment status before the next sync.