Wallet Reconciliation (Unpaid Invoices/Unable to send Remote Signatures)

At approximately 10pm PDT daily, remote signatures fees are invoiced and charged according to the default payment stored within the wallet. If the payment method on file has an insufficient balance to cover the invoice associated with the accrual of remote signatures, then the User ID associated will receive a one-time email notification and be immediately suspended from processing further remote signatures. The User ID’s ‘Remote Signature Service’ will be automatically re-established once all outstanding invoices have been paid. 

1. Log into the 1040 Software as a user with Administrator rights.
2. Navigate to Setup > Wallet Setup
3. Access "invoices" tab
4. Select the invoice that has unpaid invoices
5. Click the pay button (on the invoice page) to pay the invoice from the current wallet funds
6. Complete this for all unpaid invoices
7. "Transmit to CS" the software and that will pick up "MGMT Records" that will remove the restriction.

Article ID: 853
Created: Tue, Jan 11, 2022
Last Updated: Thu, Sep 29, 2022

Online URL: //kb.erosupport.com/article-853.html