If you wish to manually select a group of invoices to pay, follow the instructions on this page to perform Step 1 of using the Remitter.



If you have a CSV file to import, you should instead follow the instructions on the Import Remittance page.


If you need to pay a practice or summary invoice, and you have the reference number to hand, you can instead follow the instructions on the Pay Summary Invoice page.




 

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Start the EDI Remitter

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Choose Select Invoices to Pay

 


Before making up a list of invoices to pay, we need to restrict the list to certain customers.

 

 

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Choose which customers we are interested in..

 

  All Customers

  by Customer ID

  by Customer Tag

  by Practice

 


 

 

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If you've chosen "by Customer Tag" or "by Practice", you will need to also choose the tag or practice.

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If you've chosen "by Cust ID", you will need to enter the customer ID.

 

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Click Continue

 


 

A list of customers will now be displayed, filtered according to the selection you made previously.

 

 


Check the listed customers are the ones you expect. If not, you may remove a customer from the list by highlighting the row then clicking the red subtract button.

 


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Click Continue..

 

 

Continue to step 2:   Step 2 List invoices to be paid