Accounting AP

2:50

Print or Email a Vendor Remittance Advice

Print or email a vendor Remittance Advice from the Check Register.

1. Navigate to Accounting > Accounts Payable > Quick View > Check Register.
2. Use the available filters (date range, company, bank account, vendor) to locate the specific payment records you seek before generating a remittance advice.
3. Select one or more payment lines in the register, then click the printer icon to access options for emailing or downloading (printing) the remittance advice as a PDF:
   • Email Vendor Remittance Advice
   • Print Vendor Remittance Advice
4. Email: check the “Auto Send” flag option to email the remittance immediately, or leave it unchecked to open the email form and edit the details (recipients, CC, subject line, message body) before sending.
   • Setup Tip: To pre-populate recipient contact information on the email form, add the appropriate contacts under the Reports subtab within the customer/vendor record.
5. Print / download: selecting multiple lines and choosing the print option will bundle the remittance documents into a single ZIP file, which is automatically saved to your downloads folder.