In Expense Transactions what happens when I click "send remittance" with several Expenses ticked?

communityoil · ‎November 17, 2021

I'm trying to create a remittance advice for some selected invoices - not by date but by selecting individual invoices. Can I do this in "send Remittance"?

JessT · ‎November 17, 2021

Hi communityoil,

Thanks for following up on this. I'd like to shed light on remittance advice.

Remittance advice is generated from bill payments. Therefore, you would want to filter the bill payments if you want to send one.

Go to Expenses and select Expenses.
Click the Filter button.
Select Bill payments for the Type.
Filter a Payee or select All and hit Apply.
Click Batch actions and select Send remittance.
Review or edit the subject and the body of your email and choose Send.

You can also run reports for suppliers' totals to see their balances.

If you have other questions about your remittances, please don't hesitate to go back to this thread. Take care!

View solution in original post

FritzF · ‎November 17, 2021

Good day, @communityoil.

It's nice seeing you again in the Community! I'm here to share some information about sending remittance advice in QuickBooks Online (QBO).

The "Send remittance" option in the Expenses menu can only click when you select Bill Payments. When you choose another transaction type, the option will be greyed out.

Sending remittance advice for supplier/s will require you to provide an email address. This information can be saved to the Supplier's contact card by ticking the box labelled Save email address for future use.

To learn more about how this feature works, you can check out this article: How to send remittance advice. It also contains a video for your visual guide.

I also suggest visiting our website for tips and other resources you may use for future reference: Self-help articles.

Should you have other questions or concerns about inventory reporting in QuickBooks, please let me know in your reply below. I'll be glad to help you out some more. Take care and stay safe.

communityoil · ‎November 17, 2021

FritzF

Thanks for your reply. I've followed the steps in your advice 'how to send remittance advice' : Expenses - Filter- Pay Bills but then there is only an option to select Expenses by DATE. Because my suppliers invoices come with varying dates I need to select either (a) by bill due date OR (b) by ticking individual bills. How can I do this?

If I go to Pay Bills before entering Expenses then I can select a number of individual bills to pay but then there is no 'send remittance' facility. Help!!

JessT · ‎November 17, 2021

Hi communityoil,

Thanks for following up on this. I'd like to shed light on remittance advice.

Remittance advice is generated from bill payments. Therefore, you would want to filter the bill payments if you want to send one.

Go to Expenses and select Expenses.
Click the Filter button.
Select Bill payments for the Type.
Filter a Payee or select All and hit Apply.
Click Batch actions and select Send remittance.
Review or edit the subject and the body of your email and choose Send.

You can also run reports for suppliers' totals to see their balances.

If you have other questions about your remittances, please don't hesitate to go back to this thread. Take care!

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In Expense Transactions what happens when I click "send remittance" with several Expenses ticked?