Remittance Advice FAQ (QBO)

the subject of the email sent via remittance advice looks like {customer name} just sent you a payment "what is remittance advice and how does this affect me?" with the rollout of the automated remittance advice feature in the plugin, you will no longer have to manually send vendors remittance details of payments made through the plugin once a vendor is setup in the plugin with the required information, such as a valid email address, the system will automatically compose and send an email to your vendor with the total amount paid, and the invoice(s), invoice date(s) and the invoice amount paid, giving your team back that time for other value add tasks "is there anything i need to do to utilize remittance advice?" please ensure that all vendors that you would like to send remittance advice to have a valid email address stored in your erp "when will the remittance advice be sent?" after this service has been enabled, it may take up to 24 hours for remittance advices to automatically be sent remittance advice will be sent after your payment has been successfully transmitted to fispan "how is the remittance advice sent and what information is included?" the remittance advice will be sent via an automated no reply email remittance advice will automatically be sent to all vendors that have a valid email address the information on the remittance advice will include your company name, invoice number, invoice date, and amount paid "what if i don’t want specific vendors to receive automated remittance advice?" please toggle off the remittance preferences for your vendors on the vendors page in the companion app "what happens if a payment fails, but the remittance advice email has already been sent?" when the failed bill payment is repaid, a second remittance advice email will be automatically sent "can i receive a copy of the remittance advice email?" yes, a copy of the remittance advice email can be sent to the administrator whom installed the plugin "can i opt out of the remittance feature?" yes, if you’d like the feature turned off please let your bank representative know of the request