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Remittance advice
Christiaan Lok avatar
Written by Christiaan Lok
Updated over 6 months ago

Every disbursement from Rello to an agency will generate it's own individual remittance advice, delivered via email at the time the disbursement is sent.

You can configure the recipient for remittance advice emails via following options/methods. No matter who the recipient is, the email will be the same.

Bank account defaults

Every agency bank account has a default remittance advice contact - this is automatically set as the accounts/finance contact provided during onboarding, but can be edited any time.

The default contact on any bank account will be inherited into every request template that is configured to disburse to that bank account.

  1. Navigate to Settings, Account configuration, My bank accounts

  2. Edit the "Default remittance advice to" field and save the change

Check the request templates existing - they'll instantly update with this change if they're configured to use the default, but per below it's possible to configure different details on a template.

Request template settings

Each request template will default to use the bank account setting, but you can override this to configure one or many different email addresses to receive remittance advice emails, for any payments processed using a particular template.

Further, you can enable the request sender to edit the remittance details per payment request, and/or to add additional email addresses per payment request (both options are disabled by default).

To update these settings on a template:

  1. Navigate to Settings, Templates and edit a template

  2. Scroll to "Remittance advice", tap "Other" and enter the email address/es you want to receive remittance advices

  3. Optionally toggle on settings to allow a request sender to update the remittance advice recipients

Per request

If enabled (per above), a request sender can edit/add email addresses to receive remittance advices for an individual payment/funding request.

To update this setting on an individual request (when the template allows it):

  1. Create a payment request, scroll to "Communications" or "Remittance advice" (depending on the screen presented)

  2. Add/edit the email addresses accordingly

Note this can only be edited at the time the payment/funding request is created, not afterwards. If you've added an incorrect email address, cancel the request and create a new one.

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