The only time an automated prompt will appear asking if you would like to print a Remittance Advice is you pay a Vendor for more than 16 items; otherwise, you will not be prompted. However, if an ACH Vendor requests a Remittance Advice, you can create and either email or print the Remittance by following the steps below.
Email your Remittance Advice
Step 1: Update Email Settings
You will need to update the following records for the Remittance to be sent successfully:
- You must enter a valid email address for your Vendor on the 'General' tab of its Vendor record
- You must configure the Email Settings tab of your User record
Once the Email Settings are completed, you will then be ready to prepare your Remittance.
Step 2: Email from the Check/Payment Run Screen
If you are creating your ACH Payments via the Check/Payment Run screen, there is an option to email your ACH stubs directly from the Payments Created prompt that appears after you create your ACH Payments.
Step 3: Email from the All Transactions/AP Transactions Grid
If you create a payment outside of the Check/Payment Run screen or have already processed your ACH Payments via the Check/Payment Run, you can always email the remittance from either the All Transactions Grid or the AP Transactions Grid by checking off the payment(s) in question and selecting 'Email Check Stubs' under the 'Print' sub-menu of the 'Edit Selected' drop-down menu.
Print your Remittance Advice
If you would rather print your Remittance and forward it to your Vendor via regular mail, you can simply navigate to the actual ACH Payment, hover over the 'Action' menu in the top ribbon, and click 'Check Stub Reprint'. This will generate the remittance where you have the option to export itor print it.
You can also print your Check Stubs from the All Transactions Grid or the AP Transactions Grid by checking off the payment(s) in question and selecting 'Reprint Check Stubs' under the 'Print' sub-menu of the 'Edit Selected' drop-down menu.