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Jessica-Sweeney
Level 1

Can Quickbooks add an option to include a different email address (or to edit the email address) when sending a remittance notice when a bill is paid?

Currently, the remittance can only be delivered to the Vendor contact, which is often times a sales rep or other PO recipient, often times different from a vendor A/R contact who needs to know the invoice information when a payment has been sent in order to match the funds.

1 Comment 1
Bryan_M
QuickBooks Team

Can Quickbooks add an option to include a different email address (or to edit the email address) when sending a remittance notice when a bill is paid?

The option to include different email addresses to send remittance notifications to more than one vendor is a great idea, Jessica. However, this is currently unavailable in QuickBooks Online (QBO),

 

Yet, you can edit the email address in the vendor profile section. However, if we return to your goal of sending remittance notifications to multiple people and your approach involves manually editing the email section, it will consume a significant amount of your time.

 

You can, however, run the Transaction List by Vendor report to generate the vendor to whom you sent remittance. Customize and forward it to the other vendors you want to see it. Here's how:

 

  1. Go to the Reports tab and select Standard Reports.
  2. Enter the Transaction List by Vendor report in the Search field and click it.
  3. Choose the correct Report Period. Then, move to the Filter section.
  4. In the first box, pick Vendor name, the second is equals, and the last is the name of the vendor who currently received the remittance notification.
  5. Proceed to the Add condition option. Make sure to show Transaction type, equals, and Bill Payment. You can add more of this based on the kind of payment method.
    Vendor 2.png
  6. Once done, you can change the title header to Remittance Notification by going there and clicking the Pencil icon beside it.
    Vendor remittahce.png
  7. After that, email it by going to the small vertical dots beside the Save as icon. Then, Email Report.
    vendor email.png
  8. Add multiple emails with commas, choose a Format, and type in a message. If finished, Send email.
    vendor last.png

 

In the meantime, you can submit direct feedback to our Product Development Team. They will review your suggestion. If they see that having the option to send remittance notifications to multiple vendors can improve users' experience, they can add this to our future product updates.

 

Feel free to return for additional suggestions and questions about sending remittance notifications to your vendors.

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