How-to
Remittance advice — sending and supplier opt-out
Auto-email suppliers a PDF remittance on first export; honour per-supplier opt-outs.
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What it does
When a payment run first exports, Blankitt automatically emails a remittance advice to each supplier on the run. The email lists the bills paid, the total, the payment date, and your company name and address; an A4 PDF is attached so the supplier's AR system can file it as-is.
Email goes via Resend, with Exchange Online as a fallback, routed through the Portal — your Finance Worker doesn't hold the mail creds. The dispatch result is persisted on the run and shown inline, e.g. "3 sent · 1 skipped (no email) · 0 errors".
Suppliers who prefer not to receive remittance emails can be opted
out per-contact. The send result for those rows is
skipped_opted_out rather than skipped_no_email, so you can tell
the cases apart.
How to use it
- Export a payment run as normal — see Compose a BACS payment run. Remittance dispatch fires on first export.
- Open the run and read the Remittance panel: counts of sent, skipped, and errored, plus a per-item breakdown.
- If one supplier errored (typically a hard bounce), fix the email on their contact and click Resend remittance on that row.
- To opt a supplier out permanently, open their contact, click
Edit, tick Don't send remittance advice emails, save. The
next run targeting that supplier reports
skipped_opted_out. - To re-send the whole batch (rare — usually only after a Resend outage), use Resend remittance at the run header. Already-sent rows are re-sent; opted-out rows stay opted-out.
Tips
- Remittances only fire on first export. Re-exporting the same run doesn't trigger a fresh send. Use Resend explicitly.
- The PDF is generated server-side and stored on the run record — you can preview it from the panel without re-triggering email.
- Use opt-out for suppliers whose AR team prefers phone, or where the contact email goes to an unmonitored inbox. It's per-supplier, not per-bill.
skipped_no_emailmeans the contact has no email at all. Fill in the contact email and click Resend remittance to retry.