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Delivery Setup

Overview

Delivery setup lets you configure how payroll materials are packaged and delivered to each client. Use these settings to add courier instructions, packaging notes, processor reminders, and dual-address printing for clients whose billing address differs from their business location.

Configure packaging and delivery instructions for each client's payroll materials.

Courier Instructions

Courier instructions appear through the lower window of double window report envelopes.

  1. Open the client's profile.
  2. Enter instructions in Courier Instructions.

Examples:

  • "Deliver payroll after 12:00 PM"
  • "Deliver payroll to Mr. Smith"

Packaging Instructions

Packaging instructions print on the cover page of Standard Reports.

  1. Open the client's profile.
  2. Enter instructions in Packaging Instructions.

Examples:

  • "Stuff paychecks"
  • "Stuff and Mail checks"

Print on separate page

To print packaging instructions on a separate page instead of the cover page:

  1. Check Print Packaging Instructions on separate page.

Send Reports to Billing Address

Print two cover pages with Standard Reports when the billing address differs from the employer address.

  1. Check Send Reports to Billing address.

ProPay prints:

  • First cover page: Client's address from Edit Client screen
  • Second cover page: Employer's address from Employer Setup screen

Payroll Processor Reminder

Set special reminders about a client that display on the Client Pick List screen.

  1. Open the client's profile.
  2. Enter text in Payroll Processor Reminder.

Example: "Confidential info, talk only to Mr. Smith"

The message appears on the reminder bar at the bottom of the Client Pick List screen when you select that client.

Troubleshooting

Courier instructions not visible

If courier instructions don't appear on the envelope:

  1. Verify you're using double window report envelopes from Paysoft.
  2. Check that instructions are entered correctly in the client profile.
  3. Review printer settings to confirm correct positioning.

Packaging instructions not printing

If packaging instructions don't print on the cover page:

  1. Uncheck Print Packaging Instructions on separate page.
  2. Verify instructions are entered in the client profile.
  3. Confirm you're printing Standard Reports.

Reminder not displaying

If the reminder doesn't appear on the Client Pick List:

  1. Check that the reminder is entered in Payroll Processor Reminder.
  2. Verify you're selecting the correct client.
  3. Restart ProPay and try again.

Related Topics

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