morning, how do i send a remittance advice to a customer the notes given explain what a remittance advice is not how to send

Thanks for engaging with us in the forum, n-ballard. I’d love to assist you with your question about sending remittance advice to your customer in QuickBooks Online Sole Trader. Let’s work together to find the best solution tailored to your needs.

Remittance advice is proof of payment sent by a customer to a supplier to inform the supplier that their invoices have been paid. To clarify, when you mention "send a remittance advice to a customer," are you referring to sending a document that confirms payment you’ve made to them (like a supplier), or do you mean sending your customer a payment confirmation for an invoice they’ve paid you?

Please note that sending remittance advice in QuickBooks Online Sole Trader is unsupported. This plan is designed for one-person businesses and solopreneurs with straightforward accounting needs, focusing on simplicity rather than advanced billing or payment communication features.

While the program doesn’t offer a direct remittance advice function, here are some workarounds you may consider depending on your goal:

If you want to send a document confirming payment you’ve made to a supplier, you can manually create remittance advice outside of QuickBooks using Word or Excel. List the invoice numbers, amounts paid, and payment dates, then email this document as proof of payment.

On the other hand, if you want to send your customer a payment confirmation for an invoice they have paid, you can record a payment against the customer’s invoice inside QuickBooks. Then, open the paid invoice, click the Send button, and include a note confirming receipt of their payment, which effectively serves as a payment confirmation or remittance advice.

If you require more flexibility or automation, you may explore third-party applications integrated with QBO that offer remittance advice capabilities. You can visit the QuickBooks App Store and browse the Categories section to find an app that best fits your needs.

Additionally, I've included this resource on managing your customers in the program, including how to view, edit, sort, and export customer information. Keeping your customer data up to date ensures accuracy across invoices, reports, and communications: Manage customer information in QB Sole Trader.

We’re here to support you as you explore these options, n-ballard. If you have any further questions or need assistance, please reach out through this channel. Thank you for considering this collaboration, and we look forward to helping you enhance your experience with our software.