Bill Remit Routing

The Bill Remit Routing screen allows you to define what information is used by the Bill report as the remittance information on an invoice. The remittance information includes the location to which payments should be sent and the logo that should be used on the invoice.

General

In the General area, enter bill remit routing information.

Field Description
Code Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
Name Enter a name to describe the document. The name does not have to be unique.
Location Enter or select the location that remittance payments should be sent to. For more information on how to define a location, see Location.
  Email Enter the bill remit email. This field is reference-only on the standard Bill report. A custom invoice is required to make it actively useable.
  Logo

Select a logo image file to use on the Receivable Statement report and on the Bill report (A4 and Letter). This is required when a Location is not defined.

The Bill report is designed for the logo to fit proportionally to the size defined in the report, which is 8.1" x 1.25" (Letter) or 7.86" x 1.25" (A4). The logo will print starting in the upper left corner of the Bill report. All RGB image formats are supported.

The following information is recommended for the logo image size:

  • The logo image should be 300 DPI
  • The logo height is limited to 0.85 and the length is limited to 3.95
  • All RGB image formats are supported
 

Note: The Bill Report Image and logo will not support images with transparent backgrounds. All images must have a background color.
  Bank Account Enter or select an active bank account. This is the account where clients can send payments. This field is reference-only on the standard Bill report. A custom invoice is required to make it actively useable.
  Image

Select an image file to display on the Bill report. This image could be used to display remittance information, such as EFT or bank information, or other information. By default, the selected image will display under the aging analysis on the Receivable Statement report and on the Bill report (A4 and Letter) at the bottom of the last cover page. All RGB image formats are supported.

The Bill report is designed for the bill remit image to fit proportionally to the size defined in the report, which is 7.9" x 1.4" (Letter and A4). The image will print at the bottom of the last cover page.

The following information is recommended for the image size:

  • PIXEL
    Width: 2379 pixels
    Height: 294 pixels
  • Print Dimensions
    Width: 7.93 inches
    height: 0.98 inches
  • Image Detail
    Resolution: 300 DPI
  • Maximum file size of 150 KB
 

Note: The Bill Report Image and logo will not support images with transparent backgrounds. All images must have a background color.
  Description Enter a description for the bill remit routing.
  Status

Select the status of the document.