Send a remittance advice to a vendor
Print, download or email a document that tells a vendor which of their invoices a payment covers.
- Who can do this
- Owners, or people with View payments to vendors; emailing needs Create payments to vendors
- Where
- Expenses & bills, then Payments made
- You'll need
- A payment with the status Paid; an email address for the vendor to send it by email
On this page
A remittance advice tells a vendor what a payment covers. It is a record of a payment you made outside QixCount. It does not send money.
Email a remittance advice
- Open Expenses & bills, then Payments made.
- Select the payment number.
- Select Email remittance.
- Check the address in Send to. It starts with the vendor's email address.
- Select Send.
The email has the remittance advice attached as a PDF. The payment page then shows the address and the date under Remittance. You can send it again, or to another address, in the same way.
Print or download it
On the payment page, select Remittance advice to open a page you can print, or PDF to download the file. The print page also has Print and Download PDF.
Send it while you pay
- On Pay bills, leave Email remittance advice selected. On the review step, each payment has its own checkbox with the vendor's email address. Clear it to skip that vendor.
- When you pay one bill from its page, leave Email remittance advice selected in the panel.
A vendor with no email address is not sent one. Add the address on the vendor's record first. When a run waits for approval, its emails are sent after it is approved. A single payment that needed approval is not emailed for you; send it from the payment page once it shows Paid.
What the vendor sees
The remittance advice shows your business name, the vendor, the payment date, method and reference. For each bill it lists the vendor's invoice number, the invoice date and total, any credit applied, the amount paid and what is still owing. It never shows your bank account number.
Good to know
Only a payment with the status Paid has a remittance advice. Payments that are waiting for approval, rejected or voided do not. If an email can't be sent, the payment is still recorded.