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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

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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.