Manage lockboxes and mail
After you set up Stedi Lockbox, you can review your lockboxes and every item of mail they receive in the Stedi portal. You can also track each check from deposit to payout.
Review your lockboxes
The Lockboxes page lists each lockbox with its date created, status, recipient name, address, and description. Click a lockbox to review its mailing address and billing entity.
Lockbox statuses
A lockbox can have one of the following statuses in Stedi.
| Status | Description |
|---|---|
| Active | The lockbox can receive mail. |
| Canceled | The lockbox is permanently canceled and can no longer receive mail. You can create a new lockbox for its billing entity. |
You can't edit or cancel a lockbox in the Stedi portal. Contact Stedi Support for help.
Review mail
The Mail inbox lists every mail item your lockboxes receive, with the most recent first. Each row includes the following information.
| Column | Description |
|---|---|
| Date received | When the mail arrived at the lockbox's processing location. |
| From | The sender's name from the envelope, such as the payer. |
| To | The name the mail is addressed to. This can differ from the lockbox's recipient name. |
| Recipient | The recipient name of the lockbox that received the mail. |
| Status | Whether Stedi has processed the mail item. Visit Mail item statuses. |
| Contains | Shows Contains check when the mail item includes a check. |
| Summary | A short description of the mail's contents, based on the scan. |
To narrow the list, filter by Billing entity or Recipient. To review the mail for one lockbox, you can also open the lockbox from the Lockboxes page and click View all mail sent to this lockbox.
Mail item statuses
A mail item can have one of the following statuses in Stedi.
| Status | Description |
|---|---|
| Pending | Stedi received the mail item but hasn't processed it yet. |
| Processed | Stedi processed the mail item. |
Review mail item details
Click a mail item in the Mail inbox to review its details:
- Overview: The summary, sender, status, and date.
- Lockbox: The recipient name and address of the lockbox that received the mail.
- Billing entity: The billing entity for the lockbox.
- File: A preview of the scanned PDF.
Click Previous or Next to move through the mail items in your current list.
Download a mail item PDF
To download the scan of a mail item:
- Go to the Mail inbox and click the mail item.
- Click Download in the File section.
Track check deposits
When a mail item contains a check, Stedi deposits the check into the billing entity's Stedi Treasury account. The mail item's details page includes a Status section that tracks the check:
- Deposit: The check deposit's status and amount.
- Payment: The status and date of the Treasury payment for the check.
- Payout: The status and date of the payout to your external bank account.
A section shows Not yet created until Stedi creates the payment or payout.
Click View payment or View payout to go to the payment's or payout's details page in Stedi Treasury. To learn more about these pages, visit Payments and Payouts in Manage payments.
Check deposit statuses
Each check deposit status corresponds to a status for its Treasury payment.
| Deposit status | Payment status | Description |
|---|---|---|
| Pending | Pending | Stedi is processing the check deposit. |
| Holding | Pending | Stedi's partner bank is holding the funds before releasing them. |
| Settled | Received | The funds settled in your Stedi Treasury account. Stedi starts the payout to your external bank account. |
| Rejected | Failed | The bank rejected the check. |
| Returned | Failed | The payer's bank returned the check. |
Find check payments in Treasury
Check deposits appear on the Payments page alongside Electronic Funds Transfer (EFT) payments. A mail icon identifies payments from paper checks. To find a specific check, filter by Check number.
Click a check payment to review its details. The Mail section shows the check number and the mail item's summary, sender, status, and date. Click View mail item to go to the scanned mail.