Solution Properties
Solution ID:
200427112241604
Last Modified Date:
Thu Mar 16 15:31:40 UTC 2023
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
How do I create a supplier remittance?
Description

NOTE: This guide applies to Sage 50 Accounts Standard and above. If you use Sage 50 Accounts Essentials, please refer to our alternative guide to Print a remittance in Sage 50 Accounts Essentials. 

Send your supplier a remittance along with your payment to help reduce errors and payment queries, as it shows your supplier exactly which invoices you've paid. It's quick and easy to generate a remittance at the same time as you post your supplier payment. Let's do this now.

Cause
Resolution

Choose when to create remittances

You can either create remittances automatically every time you post a supplier payment, or generate them just for the payments you choose. To select your preference:

  1. Click Settings then click Bank Defaults.
  2. Enter your preferred setting as follows:
    • To automatically create a remittance for every supplier payment, select the Always Create Remittance check box
    • To generate remittances only for the payments you choose, clear the Always Create Remittance check box
  3. Click OK.

TIP: If you import payment transactions, remittances aren't created when you later allocate the payments to invoices.

Create a remittance

Supplier remittances are created at the point you enter your supplier payment.

  1. Click Bank accounts then select the bank account from which you want to pay your supplier.
  2. Click Supplier payment, or on the Payments drop-down, click Supplier payment.
  3. Enter your supplier payment details to Pay off a supplier invoice as normal.
  4. If you didn't choose to automatically generate remittances, to create a remittance for this payment, click Create Remittance.
     NOTE: If you chose to automatically create a remittance for every supplier payment, a remittance is created automatically when you save the payment. 
  5. Click Save then click Close.

You've now generated a supplier remittance for your payment and you can view this at any time in the Bank accounts, Remittances option. If you can't see a Remittances option on the toolbar, you can find it in the Payments drop-down. 

TIP: If you create a remittance but don't save the supplier payment, the remittance still appears in the Remittances window. Don't worry, if you don't need it you can easily delete the remittance from this window. 

Find a previous remittance

If you want to find a remittance advice after it's been produced, you can:

  1. Click Bank Accounts.
  2. Click Remittances.
  3. Select the remittance/s you'd like to view.
  4. Click Print Remittances.
  5. Select the Preview option and then click Run to see a preview of the remittance. 

Next steps

When you're ready, the final step is to send the remittance to your supplier, you can:

[BCB:226:Sales - Salary and Supplier Payments:ECB]
Steps to duplicate
Related Solutions