Send a remittance advice

What a remittance advice is for

When you pay a supplier, a remittance advice tells them exactly which of their invoices your money covers. Send it with your payment so there is no confusion on their side about what has been settled. Worklog builds it for you from the supplier invoices you have already recorded.

Before you start

The supplier invoices you are paying must already be recorded in Supplier Invoices. The remittance only lists invoices that are not yet marked as paid.
It helps to have your payment details ready: how you paid, the date, and any EFT reference the supplier will see on their side.

Make and share a remittance advice

Open Remittance from the Purchases section.
Under Select supplier, start typing the supplier's name, or tap the 🏬 List button to pick from your suppliers. Suppliers you still owe show how much next to their name.
Under Select invoices you are paying, tap each invoice you want to settle. The box turns orange and shows a ticked ☑ mark. Tap it again to remove it.
Check the dark blue summary bar, which shows how many invoices you have selected and the total.
Leave Payment amount blank to pay the full selected total, or type an amount if you are paying a different figure.
Under Payment method, tap how you paid (for example EFT / Bank transfer).
Set the Payment date. It starts on today's date.
Add a Payment reference if you like, such as the EFT reference the supplier will see. This is optional.
Tap 📄 Download PDF to save the remittance as a PDF, or 📤 Share to send it straight from your phone (usually WhatsApp).

Good to know

⚠️Sending a remittance advice does not record the payment or mark those supplier invoices as paid in Worklog. It only creates the document that tells your supplier what you paid. To update your records, mark those supplier invoices as paid separately.

💡If you pick a supplier and see "No unpaid invoices", it means everything recorded for them is already marked paid. Record the supplier invoice first, then come back here.

💡📤 Share sends a plain text summary of the payment, handy for WhatsApp. 📄 Download PDF gives you a proper printable document to keep or attach.

💡If the supplier has credit notes sitting on account (from a bill they credited you for), a ↩️ Credit notes section appears under the invoice list, and the dark blue summary adds "Credit on account (owed to you)" and a "Net payable" figure. The remittance then shows the net — what is left to pay after their credit comes off.

Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.

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