Billing System Upgrade

Overview

Union is upgrading our billing system to Sage Intacct to improve invoice clarity, reporting accuracy, and customer self-service. This change allows us to provide a more streamlined and transparent billing experience as we continue to grow.

This page outlines what's changing, what's staying the same, and how to use the new customer portal once live.

Billing Changes

What's Changing

  • →New invoice and statement layoutCleaner formatting with clearer line items and balances.
  • →Improved accuracy and consistencyStronger controls help reduce billing errors and delays.
  • →Customer self-service portalView invoices, statements, and payment history without needing to contact support.
  • →Better visibilityEasier tracking of current balances and prior payments.

What's Not Changing

  • ✓Your pricing and contract terms
  • ✓Your services
  • ✓Your payment method and billing cadence
  • ✓Your relationship with Union
Note You may see Sage Intacct referenced on invoices or bank statements. All billing is still issued and managed by Union.
Customer Portal Highlights

Once live, the customer portal will allow you to:

  • View and download current and past invoices
  • Access account statements
  • Review payment history
  • Reduce the need to call in for billing documents
Coming Soon Access instructions will be provided when the portal goes live on September 2nd.

Questions about your billing?

Our accounting team is available to help with invoices, statements, or billing during the transition.

Email Us →