👍 Important: The Remittances section is available only for stores with live invoice lookup enabled.
Now, it is possible to track remittances created and paid in the storefront. In the remittances list, you can view user details, the remittance total, and the remittance status. Additionally, you can search for a specific Invoice ID. By default, the remittance status filter is set to 'All Paid transactions,' which means that all remittances, except those with the status 'New,' will be shown in the list. Then you can filter by:
All Paid Transactions
New Status
Paid Status
Processed Status
Applied Status
In the remittance view, you can see more details such as the payment method, the list of invoices paid in that remittance, the subtotal, fees (if applied), and the total.
When the remittance status is "Paid", you will have the option of reprocessing to the ERP.
Enabling Remittances Permissions
To get started, admin users need to have the "remittances" permission enabled, ensuring that only authorized users can access the remittances list and details.
In your Admin Panel, navigate to "Admin Users", drill into any user you want to enable remittances for, scroll down to "Permissions", and tick the checkbox "Remittances".
This will enable a new entry in the left sidebar "Remittances".
Remittance Status
The following are all possible status but note that not all stores use all status codes.
New: when user lands on the payment methods screen a new invoice is created;
Paid: when the payment was successful;
Processed: when the Invoices payment/record is updated on the ERP (use API to change remittance status from integration)
Applied on ERP: the ERP has applied the payment to the account. Used for some ERPs, Spruce for example, to indicate that the remittance payment has been applied to the ERP account balance due (this is sometimes an overnight process).
Remittance Flow by ERP Integration
TIMS
New
Paid
Processed
Spruce
New
Paid
Processed
Applied
DDMS
New
Paid
Processed
Horizon
New
Paid
Processed
Red Falcon
New
Paid
Processed
BMI
New
Paid
Processed
Prima
New
Paid
Processed
Acumatica
New
Paid
Processed
Eclipse
New
Paid
Processed
DIY Live Invoices
New
Paid
Processed
Others without ERP Processing of Invoice Payments
New
Paid