IUPAT SmartPay

District Councils and Local Unions within the United States Only
Canadian District Council and Local Unions will be added soon

All Invoices are able to be paid through SmartPay Express through IMSe moving forward. 

Only users with prior BM/ST approval will be able to see the button for “Pay Selected Invoices”, current IMSe access can be updated through the IMSe Update Access Form.

Should you have questions regarding the SmartPay process or would like to apply any outstanding credit to an invoice please contact accounting at accounting@iupat.org.  

Make sure you have documented approval from the Officers prior to making any payments.

Steps to Post SmartPay Payments

Go To Member Management – Daybook Statement

Enter your Governing Body (DC/LU) – Select Record Type All – Select Any Balance Type
We recommend you start with Balance to see all open balances related to the selected DC/LU

Check the “Pay Invoice” Checkbox for Each Invoice you want to pay then click “Pay Selected Invoices” to open the SmartPay Express Window.

Notice the Total Payment Amount is the Sum of All Checked Invoices from IMSe.
Click “Continue to SmartPay Express”

Click “MAKE A PAYMENT”

Enter Customer Information – Click on “ENTER CHECK INFORMATION”
Be Sure to check the box for “Is Business Account”

Enter your Payment Details – Click Continue
Do not enter anything in the open FutureUse Field

Review the Payment and Approval Language – Click Accept

Print or Email the Receipt
This receipt should be kept with the DC/LU Financial Records as proof of payment.

Close the Window

IMSe will update the selected Invoices to “Pending Payment” until the payment has been applied.