Show exactly which invoices a payment paid
A remittance advice is the note that keeps both ledgers honest. Build one from recorded payments, send it as a link or PDF, and let the payer acknowledge it in one click.
01 / Remittance Advice
What is a remittance advice?
A remittance advice is a document that accompanies a payment and explains what it covers: which invoices, how much was applied to each, and what is still outstanding. It is how a payer tells a supplier "this transfer settles invoices 41, 42 and 45", and it is why bookkeepers on both sides can reconcile without a phone call.
In Invoice My Clients, each advice is numbered (RA-0001, RA-0002, ...), links the payment to its invoices line by line with the balance before and after, and gets a public page at /ra/{id} that the payer can open, print and acknowledge.
- Numbered advices with one line per invoice and the amount applied.
- Outstanding balance before and after each application.
- Shareable /ra link, PDF download and a branded email.
- Payer acknowledgement recorded with a timestamp.
02 / Capabilities
Reconciliation that explains itself
Everything a payer or accountant needs to match the money to the invoices, without another spreadsheet.
Line-by-line allocation
Each line names the invoice, its date and total, the amount applied and the outstanding balance before and after. Partial payments and multi-invoice transfers are handled.
Shareable /ra link
Every advice has a public page at /ra/{id} carrying your branding. The link is unguessable, so the payer can open it without an account.
Acknowledgement
The payer clicks Acknowledge receipt on the page. The advice moves from Sent to Acknowledged and the event is logged.
Email and PDF
Send the advice to the client from its page; you receive a confirmation copy. Download a PDF for your records or attach it to a payment run.
Accounting sync reference
When a payment linked to an advice syncs to QuickBooks Online or Xero, the remittance number travels with it as the payment reference, so both ledgers point at the same document.
API and webhooks
Create, update and send advices through the REST API, and subscribe to remittance.created, remittance.sent and remittance.acknowledged webhooks.
03 / Process
How to send a remittance advice
Record the payment
Log the payment against one or more invoices as usual, whether it arrived by card, bank transfer or cheque.
Create the advice from the client page
Choose Create remittance on the client. The advice is numbered automatically and the payment lines are added with their invoice allocations.
Send the link or the PDF
Email it from the advice page or copy the /ra link. The payer sees the allocation, your branding and an Acknowledge receipt button.
Watch it get acknowledged
The status moves to Acknowledged when the payer confirms, and the remittance number is carried into your accounting system with the payment.
04 / FAQ
Remittance advice FAQs
What is the difference between a remittance advice and a receipt?
A receipt confirms that money was received. A remittance advice explains how a payment should be applied across invoices, including partial amounts and the balances that remain. Bookkeepers use the advice to match bank transfers to open invoices.
Does the payer need an Invoice My Clients account?
No. The /ra link opens a public page with the advice, your branding and an Acknowledge receipt button. No login is required.
What does acknowledgement do?
It records that the payer confirmed the allocation. The advice status changes to Acknowledged, the event is logged, and a remittance.acknowledged webhook fires if you have one registered.
How does it connect to QuickBooks Online or Xero?
When a payment that belongs to an advice syncs to QuickBooks Online or Xero, the remittance number is written into the payment reference. The advice itself stays in Invoice My Clients.
Which plans include remittance advice?
Every plan. Remittance advice is part of core invoicing; the only related plan limit is the Free plan cap on invoices per month.
Make every payment explain itself
Numbered advices, shareable links and a one-click acknowledgement.
No credit card required to start.