Remittance details, which check issuers typically provide to give additional information about the payment, can be automatically attached as a second page of the payment. Remittance details can be added for both eChecks, delivered by email, as well as Print+Mail. For requirements specific to the Print+Mail offering, see Print+Mail check remittance.
Adding Remittance to checks: Single-Check
- Navigate to the Single Check creation screen. Click the “Add Remittance” button. Use the form provided to create a table with up to 8 fields of remittance information per line, which is then formatted into a table. If you only need 3 fields of remittance, leave the remaining columns of the template blank and they will be excluded. The top row of the table form is meant to contain the headers for each of the columns. Commonly used header fields may include: date of service, description of service, and invoice number.
- The table template displays one header row and one data row – although you can add multiple rows of remittance information if you are consolidating invoice payments, by clicking on the “+ Add Row” link at the lower right of the form.
- When finished adding remittance details, click the “Add remittance data” button to go back to the Check Details page and complete/send your payment.
- Once you have added remittance to a payment, it is automatically delivered with the check and is stored in your records as part of the Check Details.
Adding remittance to checks: via File Import