--- title: How to Fix Site Issue in Intapp Intake description: Step-by-step guide to resolve the Creating Bill Payers error in Intapp Intake by re-syncing Party data and updating Bill Payer information --- [Skip to content](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#main-content) English Show submenu for translations [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new?hsLang=en) [Customer portal](https://www.hubspot.actusverto.com/tickets-view?hsLang=en) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](https://www.actusverto.com) - [Services](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#about) Open main navigation Close main navigation - [Services](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#about) - English Show submenu for translations - [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new) - [Customer portal](https://www.hubspot.actusverto.com/tickets-view) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Intapp](https://www.hubspot.actusverto.com/intapp-km?hsLang=en) 2. [Troubleshooting](https://www.hubspot.actusverto.com/intapp-km/troubleshooting?hsLang=en) # How to Fix Site Issue in Intapp Intake #### **Overview** This article explains how to resolve a specific site issue in Intapp Intake where a Request errors during the *“Creating Bill Payers…”* step. The resolution involves validating the client/site information in the source system, re‑running a Party Sync, and updating the Bill Payer details within the Request. --- #### **Symptoms** You may encounter one or more of the following: - The Request errors at **Creating Bill Payers…** - The Party or Address information appears incorrect or incomplete - The site data has updated in the source system but has not flowed through to Intapp Intake - Risk Review cannot progress due to Bill Payer validation failures --- #### **Cause** This issue is typically caused by **outdated or mismatched Party/Address data** between the firm’s practice management system and Intapp Intake. When an updated site or address is not yet synced, Intapp cannot validate the Bill Payer against the master data source. --- #### **How to Fix the Issue** ### **Step 1 — Verify the Correct Site in the Source System** 1. Open the **site/client record** in your PMS (e.g., Aderant, Elite, SAP). 2. Identify the correct **Site** and **Address** that should be linked to the Request. 3. **Take a screenshot** of the correct address information for reference. *(You will use this later to confirm the Bill Payer details.)* --- ### **Step 2 — Run a Party Sync in Integration Builder (IB)** 1. Go to **Integration Builder**. 2. Run the **Party Sync rule**. 3. When prompted, enter the same **Party Number** as seen on the Request. - Be sure to **remove any leading “P”** if the number is formatted like *P12345*. This will pull the latest site/address information into Intapp Intake. --- ### **Step 3 — Update the Request in Intapp Intake** If the error was **“Creating Bill Payers…”**: 1. Move the Request back to **Risk Review**. 2. Scroll to the **Bill Payer** section. 3. **Remove** the existing Bill Payer. 4. **Re‑add** the Party as the Bill Payer. 5. When prompted to select an address: - Choose the **newly synced** address from the list. - **Confirm all details match** the screenshot you took earlier. --- #### **Step 4 — Re-submit the Request** 1. Save changes. 2. Submit the Request again through the workflow. 3. The Request should now progress past **Creating Bill Payers…** without error. --- #### **Tips & Best Practices** - If site/address details frequently fail to sync, schedule more frequent **Party Sync** jobs. - Always ensure users select the **latest** address after a sync. - Keep screenshots in the ticket or case notes for audit and troubleshooting. --- #### **Troubleshooting** If the issue continues: - Confirm that the Party number matches the PMS record exactly - Verify that the Integration Builder sync completed successfully - Check whether the Party is linked to multiple addresses requiring manual selection - Consult your technical team to confirm if the sync rule requires an update - [Troubleshooting](https://www.hubspot.actusverto.com/intapp-km/troubleshooting?hsLang=en) - [Integrations](https://www.hubspot.actusverto.com/intapp-km/integrations?hsLang=en) - [How to](https://www.hubspot.actusverto.com/intapp-km/how-to?hsLang=en) - [Services](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-to-fix-site-issue-in-intapp-intake#about) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](http://www.actusverto.com) [mailto:support@actusverto.com](mailto:support@actusverto.com) Copyright © 2026,