--- title: Remittance Advice (Intacct) slug: santander/remittance-advice-intacct description: Revolutionize the way you communicate with your vendors and streamline your accounts payable workflows with FISPAN’s remittance advice emails. icon: {"faIcon":"fa-solid fa-envelope-open-text"} docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2024-08-30T20:41:33.783Z --- Remittance Advice emails will change how you talk to vendors and make paying bills easier. Payment details are automatically sent to your vendors right after a bill is paid, giving them what they need to quickly check their records. :::hint{type="info"} **NOTE: **If you are interested in enabling this feature, contact your Santander Treasury Service Sales Officer. ::: *** ## Remittance Advice Overview FISPAN's Remittance Advice service automatically sends an email to the vendor’s designated email address(es) for every submitted payment. This email will contain your company name and a detailed list of the paid bills, including the Reference/Invoice #, Invoice Date, Amount, and Discount Used. If any credits were applied, the credit's reference number and amount will also be displayed. ::Image[]{src="https://api.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm--sFIfOm8q7hjv6DLyGpiY-20250606-210519.png" size="50" width="800" height="1158" position="center" caption="A sample remittance email. Exact template may vary." darkWidth="800" darkHeight="1158" showCaption="true"} Each remittance email can be sent to up to 5 email addresses. By default, the system uses the Vendor’s email address. If you prefer to use a custom list, you can set** Payables Email Addresses **on the custom tab of the Vendor's profile in NetSuite (or the Payment Methods page in Sage Intacct and Business Central). The email will be sent from FISPAN and feature your bank's branding. As a user, you can customize several settings: - **"Reply-To" Email Address:** Configure an address that the recipient will see and use if they reply to the remittance advice. - **Receive Copies:** Choose an email address to receive copies of all sent remittance advice. - **Alternative Company Name: **You may request that we configure a different company name to appear in the email on a per-bank account basis. Remittance emails are submitted shortly after the payment is successfully sent from your ERP. The subject line of the email will appear as: "Your customer \{CUSTOMER\_NAME} has initiated a payment." :::hint{type="warning"} **IMPORTANT:** Enabling the GROUP BILLS FOR PAYMENT function means that only one remittance email is sent for multiple bills grouped into a single payment for the same vendor. If this feature is not enabled, each paid bill is treated as a unique payment with its own remittance email, which results in multiple payments and multiple emails. ::: *** ## Configuring Remittance Advice Follow these steps in the FISPAN Portal to manage your Remittance Advice settings. :::::WorkflowBlock :::WorkflowBlockItem ### Navigate to the App Center Log in to [https://sys.fispan.live/](https://sys.fispan.live/ui/integrations) (or Sandbox: [https://sandbox.fispan.cloud/](https://sandbox.fispan.cloud/ui/integrations)) using your FISPAN Portal credentials. ::: ::::WorkflowBlockItem ### Configure Remittance Advice Find the Remittance Advice card, click the three-dot action button, and choose **Open Settings**. ::Image[]{src="https://api.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-yz6jS5CW9V3MO4YIGlt1w-20250220-225320.png" size="80" width="3610" height="1878" position="center" caption="Click Open Settings" showCaption="true"} :::hint{type="info"} **NOTE: **If you need to disable the integration entirely, select **Disable**. Changes may take up to 15 minutes to come into effect. ::: :::: :::WorkflowBlockItem ### Allow Replies All remittance advice emails are sent from no-reply\@fispan.com, which is an unmonitored inbox. To allow vendors to respond, switch the **Allow Replies** toggle on. When enabled, any reply to a remittance email will be redirected to the address specified in the **Vendors can reply to** field. ::Image[]{src="https://app.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-QKXnm5xEdNn86IXyrIGPC-20250220-225005.png" size="80" width="3610" height="1878" position="center" caption="A single "reply-to" email can be set. Up to 5 "CC" addresses can be set. " showCaption="true"} ::: :::WorkflowBlockItem ### Get Notified Toggle on the **Get Notified** option to automatically receive internal copies of all remittance advice emails. These copies will be sent to the email addresses specified in the **Send copies to **field. ::: ::::: *** ## Update Intacct Settings This section applies only if you've opted into Remittance Advice. To enable this feature or get more information, please contact our support team. Update the Vendor's email address and details to start using the Remittance Advice feature. ::::WorkflowBlock :::WorkflowBlockItem ### Go to Payment Methods Go to the** Payment Methods **tab**. ** ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/lX_48-b_bvCQoiRpxmsoq_image.png" size="80" width="1986" height="721" position="center" caption="Go to Payment Methods" showCaption="true"} Locate the vendor you would like to edit and select **Edit**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5Oyyc1wr23oz9LTf4dD4p_image.png" size="80" width="1024" height="167" caption="Edit the vendor" position="center" showCaption="true"} ::: :::WorkflowBlockItem ### Edit Email Address(es) On the vendor record, under the **Email tab**, locate the **Email address **field. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/93yZm9q8NRROt8sFLFsN4_screen-shot-2021-08-17-at-130033-1.png" size="80" width="768" height="291" caption="Enter Email Addresses" position="center" showCaption="true"} Enter the vendor's email address(es) (up to 5), and select **Save**. ::: :::WorkflowBlockItem ### Confirm Success If the emails are set up correctly, the Vendor's row on the main page should show **Yes** under the **Email Overridden** column. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Bw-wNCbnMAxSZQWRnf2zm_image.png" size="80" width="768" height="117" caption="Confirm Success" position="center" showCaption="true"} Next time you make a payment, the remittance email will go out to the email addresses specified. ::: :::: :::hint{type="warning"} **IMPORTANT:** If you are currently using Intacct's native **Send Automatic Payment notification** option alongside the plugin's Remittance Advice feature, your vendors may be receiving duplicate remittance emails. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/W-QY5g483I03rI2LLphcR_image.png" size="80" width="3504" height="1252" position="center" caption="Uncheck Send Automatic Payment notification" showCaption="true"} It is recommended to deactivate the native** Send Automatic Payment notification **option for any vendor leveraging our plugin's Remittance Advice. This ensures vendors receive a single, consistent notification. If you choose to keep the native Intacct **Send Automatic Payment notification** active, the remittance email will be sent from the Web Service User (WSU) created when the plugin was installed. To change this sender: - Create a new WSU and name it appropriately. - Ensure the new WSU has all the necessary permissions. - Update the new WSU within the Installation Wizard settings. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5F04pi_vCq-YqVlrGdDo9_image.png" size="80" width="3504" height="1090" position="center" caption="Native Intacct Remittance Email" showCaption="true"} ::: *** ## FAQs :::ExpandableHeading **What is Remittance Advice, and how does this affect me?** The Remittance Advice feature eliminates the need to manually send payment details. Once a vendor's email is set up in the plugin, the system automatically emails them the total paid amount, along with the relevant invoice numbers, dates, and amounts. This frees your team up for more valuable tasks. ::: :::ExpandableHeading **Is there anything I need to do to utilize Remittance Advice?** Please ensure that all vendors you would like to send Remittance Advice to have a valid email address on their vendor information page. For further information on how to update your vendor information, refer to the guide available here. ::: :::ExpandableHeading **When will the Remittance Advice be sent?** After this service has been enabled, it may take up to 24 hours for the Remittance Advice to automatically be sent. Remittance Advice will be sent after your payment has been successfully transmitted to the plugin. ::: :::ExpandableHeading **How is the Remittance Advice sent, and what information is included?** The Remittance Advice email will be automatically sent to all vendors with a valid email address. This automated advice will include your company name, the invoice number(s), the invoice date(s), and the amount paid. Here is a preview of what the email will look like: ::Image[**]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/HBmtu7P4mDfFYCdhi1aEa_screen-shot-2021-10-06-at-81755-am.jpeg" size="70" width="1086" height="667" caption="Remittance Advice Email" position="center" showCaption="true"} ::: :::ExpandableHeading **What if I don’t want specific vendors to receive automated remittance advice?** Vendors will only receive automated remittance advice if there is a valid email address listed. To ensure automated remittance advice is not sent, please remove the vendor's email address from the record. ::: :::ExpandableHeading **Can I receive a copy of the remittance advice email?** Yes, a copy of the remittance advice email can be sent to a list of CC emails set by your administrator. ::: :::ExpandableHeading **Can I opt out of the Remittance Advice feature?** Yes, if you'd like the feature turned off, please let your bank representative know of the request. ****** ****** :::