Remittance advice
Summary
Description
If you make payments to suppliers, you can create a remittance advice to let them know you've paid. This is useful if you’re making one payment which covers several invoices.
If you need to refund a credit note or a customer, you can also create a remittance. This is so they know which transaction you’re refunding.
When you create the remittance you can choose to print or email it.
NOTE: You cannot customise a remittance advice slip.
Resolution
Print a supplier remittance from an invoice >
- Go to Purchases then select Purchase Invoices.
- Open the relevant invoice.
- Under Amount paid, select 1 payment.
- Select the amount of the Supplier Payment. This will take you into the Supplier Payment.
- Select the down arrow next to save.
- Select Print or Email as required.
The remittance advice opens in a new window and you can choose to print, email or save it from your browser menu bar.
NOTE: If the remittance advice doesn't open, your internet browser may have blocked pop-ups. To resolve this read our Pop-ups blocked when printing article >
Print or re-print a supplier remittance for several invoices >
When a supplier payment has covered several invoices, you can produce remittance advice to show all invoices that you've paid.
- Go to Banking, then open the relevant bank account.
- Scroll down to view the Activity tab then locate and open the relevant supplier payment.
- The payment page shows the invoices covered by the payment. This list is what shows on the remittance advice.
- Select the Save arrow, then choose Print Remittance or Email Remittance.
The remittance advice opens in a new window and you can choose to print, email or save it from your browser menu bar.
NOTE: If the remittance advice doesn't open, your internet browser may have blocked pop-ups. To resolve this read our Pop-ups blocked when printing article >
Print remittance advice when recording a payment >
- Go to Banking, select New Entry then Purchase / Payment.
- Do one of the following:
- Within the Supplier Payment tab, enter the details of the payment as normal. Read more about supplier payments and payments on accounts >
- Select the Customer Refund tab, then enter the details of the refund as normal. Read more about customer refunds >
- Select the Save arrow, then choose Print Remittance or Email Remittance.
The remittance advice opens in a new window and you can choose to print, email or save it from your browser menu bar.
NOTE: If the remittance advice doesn't open, your internet browser may have blocked pop-ups. To resolve this read our Pop-ups blocked when printing article >
Solution Properties
- Solution ID
- 222001000101118
- Last Modified Date
- Fri May 17 09:15:22 UTC 2024
- Views
- 0