This article shows you how to provide suppliers with proof of payment by downloading a remittance notice or setting up automatic remittance emails.
Before you start
You’ll need access to the Accounts Payable page and the relevant bill(s).
Ensure the supplier’s email address is correct if setting up automatic remittance sending.
Note: If you use Safari, you may need to unblock pop-ups by clicking the icon with two boxes in the URL bar.
To download a remittance notice manually:
Navigate to Accounts Payable from the main menu.
Click on a bill that has already been marked as paid.
Click View remittance in the top header.
The remittance file will open in a new tab.
Download it from the new tab to save or send to your supplier.
To automatically send remittance notices to suppliers:
Either create a new bill or open an existing bill that requires coding or approval.
Fill in the Supplier email address field.
Tick the Automatically send remittance notices to the supplier box.
Click Save.
For manual downloads: The remittance notice is ready to send to the supplier.
For automatic sending: An email with the remittance notice attached will be sent to the supplier whenever a bill is paid.
To stop automatic sending, untick the box on the next bill submitted to the supplier.