• 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

    Requirements:

    Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID. 

    Using this integration also requires that you purchase Sage Intacct Platform Services.

    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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