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 22,797 Most Valuable Professional on at

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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/

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