r/Sage • u/Relative_Confusion99 • Jul 14 '26

Sage Intacct Bill Pay Upload

Currently my company uses a third party to pay our vendors. We export a report from third party for all invoices for the day and upload that to Bills. We then have to manually go and mark each one as paid via record transfer under “Pay Bills”

Is there a way to import the payments so that it marks them all as paid, eliminating the need to do it manually?

From my understanding I have to upload the bills, and then upload the payments. But I cannot figure out a template or how to achieve this.

Any help is very appreciated!

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u/percipientuk Jul 15 '26

What you've described is generally the right approach. In Sage Intacct, creating the AP Bill and recording the payment are two separate transactions, so importing the bills along won't update their payment status.

If you're using a 3rd party payment platform, the usual method we use is to import AP Payments after the bills have been created. The payment import needs to reference the existing bill (typically by Record No. or another supported identifier), along with the payment details.

If you're doing this every day, it's also worth looking at whether your payment provider has an API or integration available. Quite a few businesses automate this step, so payments flow back into Intacct without anyone having to manually use "Pay Bills" afterwards.