Invoice Verify, Remit, and Deliver Process

After generating invoices, initiate the verification, remittance, and delivery steps. This guide outlines the process of bulk verification, remittance, and delivery for multiple invoices.

Accessing Verification:

Go to Clients-Invoice-Verification

Verification Steps:

1. On the verification screen, select the invoices you wish to verify.

2. Click the "Verify" button.

Remittance Step:

Once you have verified the invoices, they will be marked with a green check and you will then need to click the remittance button.

1. On the next screen, choose the invoices to remit.

2. Click the "Remit" button to create transactions in the client ledger.

Note: Delivery cannot proceed without completing the remittance step.

Delivery Process:

1. After remitting, click the "Delivery" button.

1. On the delivery page, choose delivery preferences and select specific invoices.

   1. Two options:

      • Select Manual Delivery: Creates a zip file for printing and mailing.

      • Select E Delivery: Sends the invoices via email to clients.

2. Click "Deliver" after making selections.

Note:

The "Create Zip" button allows downloading a zip file for record-keeping. Useful for creating copies for reconciliation, separate from other functions.

Remit Fields Available

On the Remit page you can add additional columns of data.

1. To add a column, right click and make the selection.

2. Click Apply