Managing Financial Information

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The Financial Information section in Provider Automation allows you to manage remittance location, which is a critical component of financial operations. This is beneficial because you do not have to send physical copies of this information to your ServiceChannel clients, as those who require it can review it securely in your profile.

As your Fixxbook profile is linked to Provider Automation, your remittance address is pulled from your Fixxbook profile into Provider Automation invoices. You may manage which remittance address appears on those invoices.

How to Access Financial Info
In Provider Automation, under the hamburger menu, click Administration > Financial Information. The Remittance page appears. Open

Adding Remittance Information 

It is very important to keep this information updated. Otherwise, your client may send payment to the wrong address. You may add as many remittance addresses as needed. When you create invoices in Provider Automation, all remittance addresses will be available to select from.

Remittance Payment Types

Payment types allows you to indicate to your ServiceChannel clients all accepted forms of payment. You may add up to 6 payment type per remittance location.

How to Add a Remittance Location
Navigate to the Financial Information section. You land on the Remittance page. Open Click the Add a remittance location button. The Add a remittance location overlay appears. Open Enter the business name, address, phone number, and email. (Required fields are indicated by a red asterisk.) Click Save. The list will populate with the new remittance location.

Editing a Remittance Location

Some clients will require remittance address changes be approved by them before taking effect in the system. When your client requires this, edits you make to your remittance will be placed in the pending status until approved by your client.

How to Edit a Remittance Location
Navigate to the Financial Information section. The Remittance page appears. Open Click Edit next to the desired remittance location. The Edit remittance location overlay appears. Open Modify the desired fields. Click Save. The list will populate with the modified remittance location.

Removing the Remittance Information

You cannot delete the only remittance location. The Remove button is disabled unless you add another remittance location.

How to Remove a Remittance Location
Navigate to the Financial Information section. The Remittance page appears. Open Click Remove next to the desired remittance location. The Remove remittance location overlay appears. Click Remove. The remittance location is removed from the list.