Remittance Forms

A remittance slip prints on invoices and statements to help your customers pay you. It also helps you keep track incoming payments.

The remittance slip lists the payment information your customer needs to make a payment. Remittance slips include:

your company name
your customer's name
a blank box for the customer to enter amount paid
the invoice number (on invoices) or amount due (on statements)
a box for the customer to enter credit card information
the name to make checks payable to
the address to mail the payment to
an optional message or disclaimer

If the Deposit Balance and Net Amount Due fields are enabled for the customer, these fields also display on the remittance slip. For more information, see Displaying Deposit Balance on Customer Statements and Remittance Slips.

You can activate the remittance slip only on forms that use a standard template. Remittance slips won't show up on customized forms that use advanced PDF/HTML templates.

Customers fill out the information and detach the remittance slip to remit with their payment.

When you receive the payment, the enclosed remittance slip shows the payment method and how the customer wants the payment applied, like on specific invoices or to the statement balance.

For information about printing, see Printing Remittance Forms

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