Remittance Advice / Payment Advice

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Posted on by Isaac1400

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Hi,

Have a few questions around this.

Whats the difference between remittance advice and payment advice?

Where or how are these generated in D365 F&O - Any guidance on how to create or send these?

All I know they are emailed to a generic email as an excel file - very standard but not very user friendly - see below example. Below is an example of the remittance I received, with key data X’d out.

I would like to understand how to:

- Add text to the email
- Add subject to email
- Excel – change to UK date format
- Make a PDF attachment? (might be tricky)
- Include currency symbols
- include a logo

Thanks in advanced

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Ramit Paul 22,287 Most Valuable Professional on at

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Remittance Advice / Payment Advice

Hi,

Whats the difference between remittance advice and payment advice? Both are same and sent when Organization sends the payment to the vendor and emittance advice or payment advice is a notification of the payment with all the details.

Where or how are these generated in D365 F&O - Any guidance on how to create or send these?

Check this link-https://dhrp.com.au/dynamics-365-finance-emailing-payment/

Check this link how you can customize the payment advice in excel-https://dynamicsax-fico.com/tag/vendor-payments/