Dear Ref Insight colleagues,

We have a new tutorial that walks you through the process of creating and releasing Ad-hoc Invoices on the Ref Insight platform.

What You'll Learn

This tutorial covers:

1. How to create an Ad-hoc Invoice

2. Steps to release the invoice to the Payor portal

When to Use Ad-hoc Invoices

Ad-hoc Invoices are particularly useful in two scenarios:

• When the payee doesn't have one of the match roles on a match

• When the payment falls outside the available payment reasons on a match

Why This Matters

Ad-hoc Invoices provide flexibility in our payment system, allowing you to process payments that don't fit the standard criteria. This tutorial will empower you to handle these special cases efficiently.

Access the Tutorial

You can find the full tutorial on our support website:

Create, Edit, and Release Ad-hoc Invoices to the Payor Portal

We hope this new resource enhances your experience with Ref Insight. If you have any questions or feedback after reviewing the tutorial, please don't hesitate to reach out to our support team.

Happy invoicing!

Best,

The Ref Insight Team