How to create Remittance Advice

Introduction

Accounting Software screenshot create remittance intro

Accounting Software screenshot create remittance intro

Remittance Advice in Business Accountz is generated automatically as a tear off slip located at the bottom of a Customer Statement.

Creating Remittance Advice

To create Remittance Advice for a particular customer, please follow these steps:

Accounting Software screenshot remittance 1

Accounting Software screenshot remittance 1

  1. Select Sales>Customer Records from the main menu.
Accounting Software screenshot remittance 2

Accounting Software screenshot remittance 2

  1. Select the relevant customer from the ‘Customer’ drop down menu.
  2. Select the ‘Statement’ Tab.
  3. Click the ‘Create Customer Statement’ button to generate a current statement
Accounting Software screenshot remittance 3

Accounting Software screenshot remittance 3

  1. The remittance advice is included at the bottom of the statement, and can be printed or emailed from this screen using the options in the top right of the window.

Editing your Remittance Advice

To edit the information contained within the Remittance Advice section, please follow these steps:

Accounting Software screenshot remittance 4

Accounting Software screenshot remittance 4

  1. Select Documents>Templates from the main menu.
Accounting Software screenshot remittance 5

Accounting Software screenshot remittance 5

  1. Click ‘Customer Statement’ in the left column.
  2. Select the Statement template you wish to edit.
  3. Click the ‘Edit’ button to launch the Template Editor.
Accounting Software screenshot remittance 6

Accounting Software screenshot remittance 6

  1. This launches the Template Editor component where you can edit the Remittance Information contained within the selected Statement template. Please see here for more information on how to use the Editor.