Vendor requested remittance email notificaiton

[ErinM]

We have several vendors that request email notification when a payment has been set up.  They would like to know the invoice number the payment should be applied to.  Is this possible? Can this be done by setting up a rule?

[MelissaS]

Hi Erin! 

Yes, you can enable this setting by going to Admin>Invoice>Invoice Settings.

Check the box next to "Send vendor payment email notifications for Check and ACH Concur Invoice Pay types".

Be sure you have a contact email address on your vendor records to allow the system to generate these notifications.

Thanks!

Missy

[ErinM]

Melissa,

I have searched and don't have that option.  My options are Admin>Expense & Invoice Settings.  From there I can select either Invoice or Expense.  In the invoice section, there is no section called "Invoice Settings".  Any other suggestions? Thank you!

[ErinM]

@MelissaS 

I have searched and don't have that option.  My options are Admin>Expense & Invoice Settings.  From there I can select either Invoice or Expense.  In the invoice section, there is no section called "Invoice Settings".  I guess that means that we are using the standard platform.   Is this option only available on the professional platform? Any other suggestions? Thank you!

[BPB]

Same thing also searched and don't have that option, same as @ErinM. 

[MelissaS · Accepted solution]

So sorry! That is the path for Professional Sites that I provided. Below is the path for Standard sites. 

Admin>Expense&Invoice Settings>Invoice>Invoice Approvals 

It is the 3rd checkbox from the bottom. "Send vendor payment email notifications for Check and ACH Concur Invoice Pay types"

Thanks!

Missy

[ErinM]

@MelissaS Thank you!

[MelissaS]

So sorry! That is the path for Professional Sites that I provided. Below is the path for Standard sites. 

Admin>Expense&Invoice Settings>Invoice>Invoice Approvals 

It is the 3rd checkbox from the bottom. "Send vendor payment email notifications for Check and ACH Concur Invoice Pay types"

Thanks!

Missy

[BPB]

@MelissaS do we need to do this every time we enter a new invoice or can this be added to the vendor record?

Thank you

[MelissaS]

Hi!

Once the setting above is turned on, it will auto-send notifications going forward as long as you have the Vendor Record updated with a contact email address. 

Thanks!

Missy

[BPB]

HI @MelissaS   will it auto-send notifications to ALL vendors with  contact email address in record?