Following payment of invoices and bills, Remittance advice type emails can be sent to customers and suppliers. The wording for each can be seen and edited via Contacts > Emails > Email templates:
There are email templates for three types of remittance advice:
Payment - which acknowledges the payment received from a customer
Remittance - which informs a supplier that their bill has been paid
Payment remittance - which tells a customer or supplier how a single payment has been allocated to the invoice/bill.
Edit each template to provide the wording and information that suits you and your contacts. Note that, when you generate each email, you are able to edit the standard wording you've set up.
Here's what you do to generate the emails:
Remittance for individually paid sales invoices
To generate a Payment type email navigate to Sales > Invoices and select the Paid filter.
Find the relevant paid invoice and click on its email icon in the Status column on the right hand side of the screen.
Remittance for individually paid bills
To generate a Remittance type email navigate to Purchases > Bills and select the Paid filter.
Find the relevant paid bill and, as in step 2, click on its email icon in the Status column on the right hand side of the screen.
Remittance for payments (multiple paid invoices/bills)
To generate a Payment remittance type email, navigate to Money > Bank accounts and select the bank account name containing the relevant invoice or bill payment and, using the appropriate month or period, find the payment.
Click on the payment amount.
On the payment overview screen hit the email button.
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