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Getting paid

Remittance Advice

The short answer

Remittance advice is a short note a client sends saying a payment is on its way, or has been sent, and which invoice it covers. It matters most when several invoices are open at once and a bank transfer alone doesn’t say which one just got paid.

What it means

A bank statement shows an amount landed in your account, but not always which invoice it was for — especially if a client is paying two or three at once, or the reference field is blank or garbled. Remittance advice fills that gap: a short email or note saying “paid $450 today against invoice #1042.”

It’s more useful to ask for than to send, if you’re the one being paid — a simple line in your payment instructions (“please reference the invoice number when paying, or send a quick note on what it covers”) saves you from having to guess or chase clients to reconcile an unexplained deposit.

For example

Two invoices, #1041 and #1042, are both open with the same client. A $600 bank transfer arrives with no reference. A remittance note — “that $600 was for #1042, the other’s coming Friday” — is the only reason you know which invoice to mark paid.

The mistake to avoid

Asking a client to pay by bank transfer without asking them to reference the invoice number — then having to guess, invoice by invoice, which payment matches which bill.

See also

Want this handled automatically?

BizBinder keeps quotes, invoices, deposits, and reminders in one binder, so using the right term is the least of it — the underlying habit runs itself.