Careview - Settings

Remittance Advice Template and Settings

Use this setting to send out an automatically generated Remittance Advice to service providers when payments are paid.

1.      Click on the Settings icon.




 
2.       Under Auto Generated Outputs, click on Remittance Advice.



3.       Set Enable to send remittance advice email field to Enabled. 
Info
For information relating to Remittance Advice Aggregation click here.
  1. Set Enable aggregate remittance advice field to Enabled, to send all remittance advices for the same service provider in 1 email.
  2. Enter From Email Address and/or CC Email Address

  1. Enter in Custom Content your message (up to 1,000 characters). You may include quotes, links, or website addresses.
    1. When the Remittance Advice is generated, your entered content will appear exactly as saved.

  2. You can choose whether to display your organisation’s phone number on the Remittance Advice by selecting or unselecting the checkbox Include Organisation phone number in Remittance Advice.

    1. If selected, the organisation’s phone number (if available) will appear. If the phone number is not set up in your Organisation Profile, it will remain blank.

    2. If unselected, the phone number will not display.

Click Save to apply the settings



4.       When the Invoices are selected and the Mark as Paid, Generate ABA File or Send Remittance Action action is used on Service Entry screen, Remittance Advice will now be created and sent to Service Provider's email address and cc to the selected email.

The Remittance Advice displays key details about the payment.

Layout includes:

  • Organisation Name, followed underneath by the Organisation's ABN, Contact email address and Phone Number (if enabled in Remittance Advice settings)

  • Service Provider Name, followed by the Service Provider’s ABN underneath.

  • Total amount paid

  • List of invoices being paid to Service Provider and its details.

  • Custom content (if applicable)




Notes

Notes

  • Ensure your Organisation ABN and Phone Number are correctly entered in Organisation Settings.

  • Keep your Custom Content short and relevant (e.g. payment notices or contact details).

  • Always click Save after making any changes in the Remittance Settings screen.

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