• Refund Manager

    Simplify your refund process and record-keeping

  • Simply automate refunds with Baker Tilly's Refund Manager. A dashboard simply displays customer transactions where individual transactions can be selected for refund and a refund amount can be chosen.

    Key Benefits:

    • Reduce errors with one step customer refunds
    • Automate debit memos as needed (to apply to a credit memo for example)​ 
    • Seamless vendor setup​ 
    • Creates accounts payable bills (which will be either be selected to pay, or pending approval, based on AP configuration)
    • Accelerate the otherwise manual process of generating a customer refund
    Contact us to get started: budigitalmarketplace@bakertilly.com

    System Requirements:
    Sage Intacct Platform Services;

    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

    Price:
    Please contact for pricing.

    Integration Approved Countries:
    United States;

    About:
    Baker Tilly has been recognized by Sage Intacct as its Partner of the Year from 2014-2023. By leveraging our collective passion, human ingenuity, and experiences Baker Tilly helps clients navigate business transformation with modern, innovative solutions and products all built around Sage Intacct’s best-in-class financial applications allowing them to grow and enhance their organization’s value. Go there. Start here.


    Phone: (713) 744-8403
    Website: https://www.bakertilly.com/specialties/sage-intacct
    Year Founded: 1931
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