Did you know that you can send a remittance advice to a contact/supplier to let them know you have paid them? It’s a pretty nice feature. We will walk you through it today with today’s Handy How-To.
What is a Remittance Advice?
First, let’s cover what exactly is a remittance advice. A remittance advice is a notification sent to a supplier to let them know that their bill has been paid.
How to Create and Send a Remittance Advice
Here are the steps of how to create and send a remittance advice:
Step 1: Before you can email a remittance advice in Xero you will need to record a payment on a bill or create a batch payment.
Step 2: At this point, there is an option to click “send remittance advice”
Step 3: Create the remittance advice.
You can change the branding theme by clicking on the scroll down box and if you want to customize it, even more, go to Settings> General Settings> Invoice Settings >New Branding Theme.
By clicking the “Send me a copy” box you can make sure to have a copy for your own records.
Step 4: Click Send!
Here’s an example of what the remittance advice might look like:
I hope you liked this Handy How-To!
Let us know if you would like to have us help you learn more about the features in Xero. We offer one-on-one sessions to show you the best features for running your business.