Onboarding – Paystand Help Center

1) Test checks

Before processing your full volume of checks through Smart Lockbox, we highly recommend you send 3-5 test checks to your Smart Lockbox address. These checks should have corresponding invoices number for a proper test of the auto-match feature.

Remember to include the following:

Your Mail Stop Number
Invoice number

2) Tell your payers

Your Customer Success Representative will provide you with the Payer Instructions page. We strongly recommend you share it with your payers.

Payers MUST include the following within the envelope:

Your Mail Stop Number
Invoice Number

Note: your mail stop and invoice numbers must be written on every check, not the envelope. Otherwise, automatic matching will not take place.

This is what the Payer Instructions page looks like:

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Onboarding

Onboarding
1) Test checks
2) Tell your payers

1) Test checks

2) Tell your payers

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