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Configure Remittance Settings

Payments

Configure Remittance Settings

How to set up and customise remittance templates for payments.

Last updated on 01 Mar, 2026

To set up remittances, go to Agency Configuration.

Step 1: Access Trust Account Settings

Under Agency in the navigation bar, click on Trust Account Settings.

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Here you'll see toggles to turn on Supplier, Tenant, Owner, and Fee Remittances.

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Step 2: Edit Remittance Template

To edit the remittance template, click on Agency Configuration.

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Step 3: Custom Templates

Click on Custom Templates.

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Here you can search for remittances and edit and preview them as needed.

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