Choose when to create remittances

Create remittances automatically every time you post a supplier payment, or generate them just for the payments you choose.

To select your preference:

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

 CAUTION: If you import payment transactions, the software doesn't create remittances when you later allocate the payments to invoices 

Create a remittance

You create supplier remittances when you create your supplier payment.

1. Go to Bank accounts then select the bank account from which you want to pay your supplier.
2. Select 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. Click Create Remittance, if you didn't select the Always Create Remittance checkbox. This creates a remittance for this payment.
   The software creates a remittance when you save the payment if you selected the Always Create Remittance checkbox.
   
5. Click Save then click Close.

You've now generated a supplier remittance for your payment. View this at any time in the Remittances option in your Bank accounts module.

TIP: If you create a remittance but don't save the supplier payment, the remittance still appears in the Remittances window. You can delete the remittance from this window if required. 

Next steps

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

• How to email remittances to suppliers
• Print or re-print a supplier remittance

• Find a supplier remittance