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How to download a remittance notice

  • Updated

Before you start

  • You'll need access to the Accounts Payable page to download a notice manually, or the Suppliers page to set up automatic sending.
  • Automatic sending is a setting on the supplier, not on an individual bill, so you only need to set it up once per supplier.

Note: If you use Safari, you may need to unblock pop-ups (the icon with two boxes in the URL bar) to see the remittance PDF. It opens in a new browser tab after it's fetched, which some browsers treat as a pop-up rather than a direct click.

Steps

To download a remittance notice manually:

  1. Navigate to Accounts Payable from the main menu.
  2. Open a bill that's already marked Paid.
  3. Select View Remittance in the bill's header.
  4. The remittance PDF opens in a new browser tab.
  5. Download it from that tab to save or send to your supplier.
  6. To set up automatic remittance notices for a supplier instead: go to Suppliers in the main menu and open the supplier you want to configure.
    • You can also open the same record from Accounts Payable by opening a bill for that supplier and selecting Update supplier, or set this up directly when you first add a brand-new supplier from a bill.
  7. Enter the supplier's email address in the Supplier email address field.
  8. Confirm the Automatically email remittance notices to supplier box is ticked. It ticks itself as soon as you enter a valid email, so you only need to act here to turn it off.
  9. Select Save.

What happens next

  • This is a standing setting on the supplier: every future bill you pay them triggers a remittance email automatically, so there's nothing to repeat per bill. Weel sends this for bills only, not reimbursements.
  • To stop automatic sending later, return to the supplier's record, untick the Automatically email remittance notices to supplier box, and save. This takes effect immediately for every future bill, not just the next one you submit.
  • If you update the supplier's email address again after that, the box automatically re-ticks, so re-check it if you'd deliberately turned sending off.

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