This article shows you how to set up automatic remittance notices, so suppliers receive an emailed confirmation whenever you pay their invoice through Accounts Payable.
Steps
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Go to Suppliers in the main menu and open the supplier you want to configure.
- Alternatively, open Accounts Payable, open a bill for that supplier, and select Update supplier on the supplier details card. Both paths edit the same supplier record.
- Enter the supplier's email address in the Supplier email address field.
- Confirm the Automatically email remittance notices to supplier box is ticked. It ticks automatically once you enter a valid email, so you only need to act here to turn it off.
- Select Save.
What happens next
- Once turned on, automatic sending is a setting on the supplier, not on an individual bill. Every future bill you pay to that supplier triggers a remittance email, so there's nothing to repeat per bill.
- Weel emails the supplier a remittance notice, a PDF showing what was paid and when, automatically every time a bill for them is marked as paid. This applies to bills only, not reimbursements.
- To stop sending remittances to a supplier, untick the Automatically email remittance notices to supplier box on their record and save. This takes effect immediately for every future bill, since the setting isn't tied to a specific bill.
- If you edit the supplier's email address again later, this box automatically re-ticks. If you'd deliberately turned it off, check the box again after updating their email.
- You can also download a remittance notice manually for any paid bill, and manage this same automatic-sending setting from that screen.