Overview
Procurify’s Automated Vendor Remittance feature eliminates the manual "where is my payment?" inquiry loop by closing the communication gap between Account Payable teams and vendors.
By automating detailed email notifications, Accounts Payable teams can provide vendors with the real-time transparency required to reconcile payments instantly, reducing administrative overhead and strengthening vendor relationships.
How it works
Procurify automates communication at two critical milestones to ensure maximum visibility for your vendors:
Notification Stage | Timing | Purpose |
Stage 1: Processing | Triggered immediately when a payment is initiated. | Confirms the payment is "in flight" and includes a detailed, itemized list of invoices being paid. |
Stage 2: Confirmed | Triggered once the payment has successfully settled. | Serves as the final notice that funds have been delivered. |
How to set up email recipients:
1. Via Accounts Payable > Manage Payees.
We've also updated the Payee/Vendors list and now shows an Overview to the vendor profile. To add email:
Go to Contacts tab.
Select +Add email.
Enter the vendor's email address and select Add. (You can add as many email as you need).
You'll see the new email address you just added on the list. Tick the box for Payments to enable it.
2. Via the Payment page (if there's no email address saved against the vendor profile yet)
When you're about to make a payment to the vendor, you will notice a banner prompting you to set one up. Here's how it looks:
Clicking the Set up now button will allow you to add an email address which will be:
automatically saved on the vendor's profile.
automatically set to receive Payment Remittance notification.
In case you miss to add an email address by clicking the Set up now button, you will be reminded to set up one as soon as you submit the payment for approval. Here's how it looks:
Sample automated remittance emails
Stage 1: Processing
The email includes the following:
Total payment amount
Invoice number
Payment ID
Estimated arrival
Check number (for paper checks)
Stage 2: Paid
It will also include a PDF file containing the payment details. Here's how it looks:
How to check remittance advice in Procurify
Go to Accounts Payable > Manage Payments.
Select any completed payment and click on the [...] across it and click Export remittance advice.
You can also open the completed payment number, and you'll see an option to export. See below:
FAQ:
Q: How do users enable automated remittance emails for a vendor?
A: There is a new "Emails & Notifications" section under the vendor's Contact tab. Users can simply add the vendor's email address(es) here and check the box to enable remittance emails.
Q: Can users specify different contacts for different types of automated emails?
A: Yes. Users can configure specific email addresses to receive only automated PO emails, only automated remittance emails, or both. They can also add as many email addresses as needed.
Q: Do users have to navigate to the Vendor Profile to set this up?
A: No, we've built in intuitive workflows to capture this on the fly.
During Payment Prep: If no remittance email is set up, a banner will appear reminding the user. They can click "Set Up Now," enter the email, and it will automatically save to the profile and apply to that payment.
Before Approval: If they miss the first banner, another reminder will appear when they click to submit the payment for approval, allowing them to add and save multiple email addresses.
Q: How many emails will the vendor receive per payment?
A: The vendor will receive two emails:
Payment Processed: Sent when the payment is initiated and on its way.
Payment Deposited: A final confirmation sent when the funds have landed.
Q: What information is included in the first "Payment Processed" email?
A: This email notifies the vendor that the payment has been initiated. It includes the expected timeline (e.g., 7-10 business days for a check), the specific invoice number being paid, the payment amount, and the check number (if applicable).
Q: What is included in the final "Payment Deposited" email?
A: This email confirms that the payment (ACH or check) has been deposited. It includes the invoice information, the amount paid, and a downloadable PDF Remittance Advice document.
Q: Can users access the remittance advice PDF that is sent to vendors on the domain?
A: Yes, users can access the exact same PDF. They can download it by clicking the "Export Remittance Advice" button, which is available from either the 3-dot menu on the Manage Payments listing page or directly from the payment's details page.