When using bill pay, the remittance sent to my customer does not include the invoice number paid. How do I adjust the report to include it?

You can manually send remittance advice for bill payments with a PDF that includes the bill number, heidi43.

Here's how:

1. Go to Expenses, then choose Expenses.
2. In the transactions dropdown, click Bill payment.
3. Tick the box for the transaction you wish to send remittance advice for.
4. Hit Send remittance.
5. Update the email copy if necessary, then select Send.
   
   
    

If you're also looking for a report that shows the bill payment and its corresponding bill, consider pulling up the Bill and Applied Payments report. Here's how:

1. Go to the Reports.
2. Under Standard reports, enter Bill and Applied Payments in the search field.
3. Click Customize and ensure that the Num box is checked.
4. Then filter the necessary columns to be included in your report.
5. Click Run report.

You might find this article helpful whenever you want to save an Excel copy of your reports so you can access them outside QuickBooks: Export your reports to Excel from QuickBooks Online.

Please let us know if there's anything else we can help you with by adding a reply below.