Generate Vendor Payment Remittance Advice

During the Vendor Payment process, you have the option to email and save Remittance Advice for the vendor invoices paid during this payment run. When selected, a pdf copy of the remittance advice for each vendor will be saved in the specific folder and an email will be sent to the Remittance Contact email assigned to the vendor with the PDFattached. If the Vendor has no remittance contact assigned, the PDF is created but an email is not sent.

Before you begin

• Ensure you have a remittance contact assigned for the vendor.

To generate remittance advice

1. Click > Manage > Vendor Payments.
2. Select which vendor invoice(s) you would like to pay.
3. Click Pay.
4. In the pay window, select Paid with debit/credit card, Paid with EFT, or Direct deposit.
5. Select the Email and Save Remittance Advice check box at the bottom of the window.
6. Select a location to save a PDF copy of the remittance advice.
7. Click OK.

This generates an email for each vendor with the remittance advice attached. The report displays all invoices that were paid for that vendor during this session.

Ajera also saves the PDF copy of the remittance advice in the defined folder. The PDF copy is created even if the vendor does not have a remittance contact assigned.

If only one vendor is selected, the email will not be sent automatically.

The email will look as follows: