How can I show an invoice reference on a remittance email?

Support
1

Hi,

when sending supplier notifications from a payment (remittance, like below) Is it possible to get this to include QF numbers and/or supplier references, as its just amounts at the moment

  • Invoice dated 2 Aug 2024 - 391.91 GBP
  • Invoice dated 6 Aug 2024 - 27.32 GBP
  • Invoice dated 7 Aug 2024 - 46.71 GBP
  • Invoice dated 7 Aug 2024 - 49.54 GBP
  • Invoice dated 8 Aug 2024 - 39.75 GBP
  • Invoice dated 13 Aug 2024 - 131.48 GBP
  • Invoice dated 20 Aug 2024 - 60.48 GBP
  • Invoice dated 21 Aug 2024 - 291.46 GBP
  • Invoice dated 21 Aug 2024 - 142.30 GBP

sam

2

Hello @shephardservices

Under Account Settings > Routine Emails you can edit the template.

There is a list of the possible email tokens you can use.

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Its not possible to give a breakdown on the remittance as 1 payment could be paying off dozens of invoices.

3

Thanks Steve.

I was referring to what info shows from QF. When it generates, we could do with more info other that the amount and invoice date. QF or supplier ref.

4

Hello @shephardservices

My apologies,

“I was referring to what info shows from QF”

Could you give me an example?
Which screen are you in?
What are you clicking?

5

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6

Hello @shephardservices

The email Template I mentioned earlier is used to generate then email.

As I mentioned the template does not include tokens for the invoice details as there could be dozens of invoices allocated against a payment.

7

Try the following…
All this is after the payment has been tagged and you have chosen NOT to send a remittance at that stage…you send it thus:-

Purchases>View Suppliers>find supplier and click on their name>click “View” then “all payments” - view details>more options>send remittance advice. This shows the supplier invoice reference (or does on my Quickfile) and can be emailed.

8

Hi @shephardservices

Just jumping in here.

If the purchase invoices have a supplier reference saved against them, this will appear in the paid invoice list. The @PaidInvoiceList@ token includes the supplier reference, date, and the payment amount.

Apologies for any confusion, but I hope this helps. If you need any further help, just let us know.

9

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