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When you trigger a refund in Upflow for a payment that was previously exported to Sage Intacct, Upflow automatically reflects that refund in Sage Intacct as a payment reversal on the original payment. Late payment failures are handled the same way.

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Refunded payments

From the Payments page, when you initiate a refund on a payment that was exported to Sage Intacct, Upflow will automatically create a payment reversal in Sage Intacct. Upflow - Payments list showing refunds with Sage Intacct status Once the reversal is processed, the refund’s Sage Intacct status updates to SUCCEEDED in Upflow. The right-hand panel shows the original payment the refund was applied to. Upflow - Refund detail showing Sage Intacct status as SUCCEEDED In Sage Intacct, the original payment is then marked with the State Reversed. The Document or check no. field carries the Stripe payment ID, so you can match it back to the payment in Stripe and Upflow. Sage Intacct posted payment showing State as Reversed and the Upflow payment reference in the Document or check no. field

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Late payment failures

When a payment that was already exported to Sage Intacct fails at a later stage (for example, a returned bank transfer), Upflow automatically reverses that payment in Sage Intacct as well.

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Good to know

  • Upflow does not create “Customer Refund” entities in Sage Intacct. Both refunds and late payment failures are handled as payment reversals.
  • Only payments that were previously exported to Sage Intacct by Upflow are eligible for automatic reversal.
  • Partial refunds are not yet supported.