Print and/or Email a Single Payment Advice

Modified on Thu, 18 Apr 2024 at 10:47 PM

A payment advice is useful when you are required to notify your vendor when an electronic payment has been made. For example, if an ACH payment was sent to a vendor a payment advice would serve as an electronic check stub to indicate which invoices and the amounts that the payment covered. A payment advice can be printed for any payment type but is most commonly used for electronic payments.  


To print a single payment advice to printer/pdf:

1) Locate the Payment in the Payments window or from the "Payments Ledger". Click Print and choose the Select Forms option, as shown in the following screen.



2) The following "Select Forms" screen will appear to select the payment advice to print.



3) Make a form and print destination selection and then click the Print Forms button. A sample of the printed form is shown in the following screen:




Emailing a Single Payment Advice


NOTE: Please refer to the System Requirements for compatible email clients for macOS and PC.

To email a single payment advice to a vendor:


1) Locate the specific payment in the Payments window or select it from a filtered list in the "Payments Ledger" window, as shown in the following screen. Highlight the entry and click the Email button, as shown below.  Skip to step #4

2) Alternatively, from the "Payments" window, find the transaction to be emailed.

3) Click the Email icon, as shown in the following screen.



5) The following address email message will appear. Select "Use Email templates" and either create a new template or select from the previously saved versions.  Reference:  Using Email Templates

6) Click the Compose button to open a blank or preset e-mail message window with the chosen recipients selected.  Click the Done button when complete to exit the window.


Resources for Email of Documents in Connected:

Using Email Templates

Emailing a Document

Batch Emailing


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