Provide Settlement Instructions for Clean Documents or Submit Document Arrival Advice for Document Release – iTrade Print

Overview

This guide provides step-by-step instructions for submitting Settlement Instructions for an Import Letter of Credit through iTrade.

Settlement Instructions are submitted when a Letter of Credit transaction requires a Clean Response or a Request for Settlement before processing can continue.

Step 1: Access Import Letter of Credit Services

1. From the iTrade Dashboard, select Trade Services.
2. Click Import Letter of Credit.

Step 2: Open the Actions Tab

1. Select the Actions tab. 

Step 3: Open the Settlement Request

1. Locate the Import Letter of Credit that requires settlement instructions.
2. Click Clean Response / Request for Settlement for the relevant transaction. 

Clean Response / Request for Settlement icon:

Step 4: Complete the Settlement Instructions

Review the request and complete all required information.

1. Fill in any mandatory fields that have not already been completed.
2. Enter the required Customer Instructions.
3. Review the settlement details carefully.
4. Accept the Terms and Conditions.

Important: Ensure that the Customer Instructions are accurate and complete before submitting the request.

Step 5: Review and Submit

1. Review all settlement details and customer instructions.
2. Verify that all required information has been completed.
3. Click Submit.

Step 6: Confirmation

After successful submission:

• An acknowledgment message will be displayed.
• The request status will be updated.
• The settlement request will be forwarded for processing.