The remittance advice includes a breakdown of bills included in the payment, the last 4 digits of the recipient’s bank account number, and details such as the total amount, date, and payment reference. You can send the remittance advice to suppliers directly from Apron. Here’s how:
When creating a new payment
After you create and complete a new payment, you’ll see a ‘Send remittance’ button on the payment confirmation screen. Click on it to view and select the suppliers you want to send remittance advice to (by ticking the box).
If the email address is added to the supplier contact details in Xero/QuickBooks, we’ll pull this information from there.
Note: We won’t update the contact email in Xero/QuickBooks, but we will save it inside Apron for future use.
If you’ve already sent remittance advice to this supplier, we’ll store the email address and auto-populate it for future reference.
If you update the remittance advice email of a supplier under the ‘Contacts’ section, we’ll use the updated email address.
Once you’ve selected the recipients, click ‘SEND’ and we’ll automatically send the remittance advice to their email addresses. You can also choose to send a copy to your email address.
After the payment is made
You can also send remittance advice at any time after the payment is processed. To do that:
Make sure you’re in the ‘Pay’ section.
Go to the ‘Paid’ tab.
Click the 3 dots next to the payment you’d like to send remittance advice for.
Select ‘Send remittance advice’.
On the next screen, select the suppliers you want to send remittance advice to (by ticking the box).
If the email address is added to the supplier contact details in Xero/QuickBooks, we’ll pull this information from there.
Note: We won’t update the contact email in Xero/QuickBooks, but we’ll save it inside Apron for future use.
If you’ve already sent remittance advice to this supplier, we’ll store the email address and auto-populate it for future reference.
If you update the remittance advice email of a supplier under the ‘Contacts’ section, we’ll use the updated email address.
6. Once you’ve selected your supplier(s), click ‘SEND’ and the remittance advice will be sent right away.
Suppliers will receive the remittance advice from Apron’s email address ([email protected]).
If they reply to this email, the email of the user who sent the remittance advice will be copied into the reply.