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Using AP Email Pay Info

AP Email Pay Info (Trimble: Send Vendor Payment Information by Email) emails remittance information after checks, EFTs, or credit-service payments. It is not limited to EFT-only payments. The form is also reachable from the Payments → Checks → Print AP Checks path.

Trimble Send Vendor Payment Information by Email / AP Email Pay Info was read clean on the 2026-09-09 pass for this article.

Before you start​

  • On AP Vendors → Add'l Info, set Method of Payment Info Delivery:
    • Email with attachment, or
    • Notification only
  • Keep the vendor remittance email address current. Bad or missing emails fail delivery.
  • Configure the vendor payment-report attachment / history preference when remittance detail must ride with the email. Without an attachment, the message only includes what you type on this form.
  • Payments already exist for the CM Account and the paid dates or batches you will filter.

Steps​

Open the form and choose what to email​

  1. Open AP Email Pay Info.
  2. Enter CM Account.
  3. Choose how to filter payments:
    • Email by Paid Date → enter Paid Date, or
    • Email by Paid Month and Batch → enter Paid Mth and Batch ID
  4. Choose scope:
    • Email All for every payment that matches the filter, or
    • Email Individual (requires Vendor)

Compose and send​

  1. Set Return Email Address, Subject, and Body.
  2. Send, confirm the prompt, then Close.

Notes​

  • Without a vendor attachment / history preference, the email body is only the Return Email, Subject, and Body you entered on the form. Set attachment delivery on the vendor when remittance detail is required.
  • Filtering by Batch ID right after a payment batch is the efficient path for that run.
  • Missing or wrong vendor emails fail delivery for those vendors; fix Add'l Info and resend for the affected set.
  • Related: Paying AP Invoices, Setting Up AP Vendors.