EFT Remittance Email Record

Note: Don't see this yet? The new Communications page and EFT remittance emails are in Limited Availability (LA) and releasing in waves, so they may not be available to your organization yet. As part of this release, Receipts are also moving from Settings, Treasury to Communications. During LA, we'll review and implement participant feedback to prepare for general availability.

Review an electronic funds transfer (EFT) remittance email record to confirm where the email was sent, its delivery status, and the payment and invoices it covers. You can also investigate delivery issues, resend the email, download the remittance PDF, and mark delivery issues as reviewed.

Review an EFT Remittance Email

1. From Treasury, Communications, under EFT remittance emails, select the email ID.

2. To send the remittance email to the original recipient again, select Resend.

3. To save a copy of the remittance, select Download remittance PDF.

4. To confirm the recipient and delivery status for each remittance email attempt or investigate an unsuccessful delivery, review Email details.

   • Sent to: The email address where the remittance was sent.

     Note: If the email didn't reach the expected recipient, compare Sent to with the vendor's EFT email address. To use a different address for future remittance emails, edit the EFT from the vendor record, add an email address, and set the email type to "EFT email".

   • Send date: The date and time of the send.

   • Delivery status: The result of the send, such as Sent.

   • Bounce type and Bounce reason: Details about why the email didn't reach the recipient, when applicable.

5. To confirm the payment associated with the email, review Payment information.

6. To review the invoices included in the payment, select View payment detail.

Tip: When you resend a remittance email, a new entry appears under Email details so you can review the result of each send.