- On the dashboard, select the green “Settled” box.
- Select particular invoices by clicking the square next to the specific Tie Out ID number or select all by clicking the square next to “Tie Out ID/Invoice #” title.
- Select “Generate Payment Packet” on the grey bar under the dashboard.
- On the pop up, fill in the Packet Name, Packet Description and Packet Tags. Click “Generate Payment Packet” button.
- On the main menu, select documents.
- Select the check box next to “Settlement Packets”. Press download on the gray sub menu, then press the green download button on the pop up.
