Remit-To Addresses
Define remit-to addresses to let your customers know where to send payment for their invoices. Receivables uses the addresses that you define in the Remit To Addresses window to provide default remit-to information when you enter transactions.
If you use AutoInvoice but have not defined a remit-to address for a location, AutoInvoice will reject all invoices for which it could not determine a remit-to address. However, if you do not wish to set up a remit-to address for each location, you can set up one remit-to address with a default assignment. Receivables will then use this address for all locations or for any locations for which you do not have specific location assignments. This ensures that AutoInvoice will not reject invoices because it could not determine a remit-to address. See: Defining a Default Remit To Address.
If you check the Print Remit-To Address check box in the System Options window, Receivables prints the remit-to address that you define here on your dunning letters and statements.
The system profile option AR: Dunning Letter Remit-To Address Label Size lets you specify the length and width of your remit to address on your dunning letters. See: Overview of Receivables Profile Options.
Prerequisites
To define a remit-to address:
1. Navigate to the Remit-To Addresses window.
2. Enter the Country for this address. The default is the country you entered in the System Options window.
Note: If you have implemented flexible address formats and the country you enter has an address style assigned to it, Receivables opens a window in which you can enter address information in the style most appropriate for that country. See: Flexible Addresses.
3. Enter an Alternate Name for this address (optional). You can only enter information in this field if the profile option AR: Customers - Enter Alternate Fields is Yes. Receivables also uses the value you enter here to sort customer names in certain reports if the profile option AR: Sort Customer Reports by Alternate Fields is Yes.
4. Enter a remit-to Address.
5. If the Country for this address is 'United States', enter a City and State; otherwise, these fields are optional.
6. Enter the Postal Code for this remit-to address. You must enter a postal code if you entered values for both the From Postal Code and the To Postal Code in the System Options window. This postal code appears when you print your remit-to address on either your statements or your dunning letters.
7. Enter each Country to assign to this remit-to address. Receivables assigns all of your customers who have bill-to addresses in the countries that you enter to this remit-to address.
8. Enter the State and range of Postal Codes for each country (optional). You can define multiple assignments for a remit-to address that has the same country, state, or province but different postal code ranges.
Defining a Default Remit To Address
Define default remit-to addresses to ensure that:
- Receivables is able to provide a default remit to address when you enter transactions
- AutoInvoice will not reject invoices because it is not able to determine a remit-to address
You can only have one default remit-to address for each country and state combination. For example, you can have one default remit-to address for United States/California, one for United States/Nevada, and so on.
To define a default remit-to address:
1. Perform steps 1-6 from 'To define a remit to address' (see above).
2. Enter 'Default value' in the Country field, or select this from the list of values.
See Also
Printing Dunning Letters
Printing Statements
Defining Receivables System Options
Define system options