How to create a remittance advice in QB?

Hello KD64

Thanks for joining the Community.

You can create the remittance by selecting 'save and send' on the bill payment, from here you can send the remittance via email, print, or download. 

That worked !

Thank you so much.

Thanks for updating us on this, Britoverhere.

I'm glad to hear my colleague was able to assist you with sending remittance advice from your QuickBooks Online program.

If you need help managing your books, please let us know. We're always here to help you out.

I do not have save and send for vendor remittance available on my QBO Advanced.  How do I enable it?

I'm here to ensure that you can send the proof of payment to your supplier, so they'll know that the bills have been paid.

I would like to inform you that the feature to send remittance is currently available in QuickBooks Online UK only. If you're already using the correct region, it's possible that the default option in your account is set to Save or Save and Close. This could be the reason why you're unable to view the functionality.

To fix the issue, we can simply click the drop-down arrow, then select Save and send. Take a look at my screenshot below.

You can also follow this alternative procedure to email the remittance:

1. Go to Bookkeeping.
2. Choose Transactions, then Expenses.
3. Select the appropriate bill payment.
4. From the Batch Actions drop-down menu, choose Send remittance.
5. Hit Send to complete the process.

Note that if you try to send the voucher or slip to a supplier without an email address, you'll be prompted to enter one. To conveniently save the info for future use, tick the Save email address for future use checkbox on the contact card.

Fill me in if you need more help in managing your other expense and supplier transactions. Have a great rest of the weekend!

I've created the remittance using info provided; however, one large payment paid several invoices for 1 supplier.  When I create the remittance it creates the same number of remittance documents instead of just 1 document showing all transactions.  Why is this and how do I correct it please?

I can share some information about sending remittance advice in QuickBooks Online, @CCLaccs. 

The option to create a summary of remittance advice in QuickBooks Online (QBO) is currently unavailable. It'll be based on the supplier invoice, not on the bill payment. 

I can see that the option to create a summary of remittance advice per supplier is a great addition to the current features that we have, so I'll take note of it. I also encourage you to leave feedback on your account. 

Here are the steps:

1. Go to the Gear icon and select Feedback.
2. Provide your product suggestion. 
3. Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

Refer to this article for more information about sending remittance advice in QuickBooks Online.

Here's also a guide on how to record a check, cash, or credit card payment towards bills: Enter and manage bills and bill payments in QuickBooks Online. 

Let me know if you need further help with your remittance advice in QBO. I'm always glad to help in any way I can. Have a great rest of the day!

I can't retrieve remittance advice till now. No feature to "save and send", and "send Remittance" if choose in expenses arrow

Hello there, Tiqah.

I'm here to ensure you can send remittance with your QuickBooks account.

As my colleague shared above, the option to send remittance is available in QuickBooks Online - UK. To verify if you have the correct region, you can follow the steps laid out below:

1. From the Gear icon, select Account and settings.
2. Go to the Advanced tab.
3. On the Currency section, make sure the Home Currency is British Pound Sterling.

If your account is in the correct region, we can perform some steps to isolate the issue. To start with, open your QuickBooks account on an incognito window. You can use these keyboard shortcuts to open one:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge & Mozilla Firefox: Ctrl + Shift + P
• Safari: Control + Option + P

If it works, you can go back to a regular browser and clear its cache. A piled cache can also be the reason for some unexpected issues on the opened pages. You can also use a different browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

Feel free to pin this link as your guide in managing bills and bill payments: Review and manage bills.

I'm always around whenever you have concerns about tracking remittance.