How to Record or Edit a Remittance Advice in Pack Shed Solutions

A Remittance Advice is an important document that provides details of payments made by a customer. It helps the seller track which invoices have been paid, the amount paid, and any other relevant payment information. In Pack Shed Solutions, you can easily record or edit a remittance advice to ensure your financial records are up to date.

This step-by-step guide will walk you through the process of recording and editing a remittance advice in Pack Shed Solutions.

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Step 1: Log into Pack Shed Solutions

Start by logging into your Pack Shed Solutions account. Visit the login page, enter your username and password, and click Login.

• Tip: Make sure you have the necessary permissions to record or edit remittance advice in your account.

Step 2: Navigate to the “Accounting” Section

Once logged in, locate the Accounting section on the menu. This is where all payment-related activities, including recording remittance advice, are managed.

Click on the Remittance Advice tab to proceed to the payment management area.

Step 3: Record a New Remittance Advice

In the Remittance Advice section, click New Remittance. This is where you can log payment details provided by your customer.

How to Record a New Remittance Advice:

1. Agent Selection: First, select the agent for whom the payment was made. You can either search for the agent by name or select them from a drop-down list of your existing agents.
2. Invoice Reference: If the payment is related to specific invoices, the system will often prompt you to select the relevant invoice(s). Select the invoice(s) for which this remittance advice applies. You can also add multiple invoices if the payment is covering more than one, or tick the box to show already paid invoices.
3. Remittance Amount: Enter the total amount paid by the customer, as shown in the remittance advice. Make sure this amount matches the payment received.
4. Remittance Date: Input the date on which the payment was made. This is important for accurate financial tracking and reporting. You can also add the remittance reference.
5. Additional Information: Some remittance advices may contain additional details, such as deductions, discounts, or adjustments. If applicable, make sure these are reflected in the Comments section. You can also add a custom payment.

Once all details are entered, click on the Save icon to confirm the remittance advice.

• Tip: Double-check that the amount entered matches the payment received and that it applies to the correct invoice(s).

Step 4: Edit an Existing Remittance Advice

If you need to make changes to a remittance advice that has already been recorded, you can easily edit the details.

How to Edit a Remittance Advice:

1. Return to the Remittance Advice page and select List/Edit Remittance.
2. Search for the payment by filtering the results by agent, dates, text in the Remittance Advice, etc. Click the Search icon once you’ve entered the relevant details.
3. Select the Remittance Advice: Once you’ve located the remittance advice you need to edit, click on the entry to open the detailed view.
4. Edit the Payment Details: In the remittance advice details, you can edit the following:
   • Payment Amount: If the wrong amount was entered or if there was a partial payment.
   • Invoices: If the wrong invoices were selected, you can add or remove invoices.
   • Payment Date: Adjust the date if there was an error.
   • Comments: Update any additional information or comments in the remittance advice.
5. Save Changes: After making the necessary edits, click the Save icon to save the changes.

Reviewing Remittance Advices:

You can always go back and search for remittance advices later by using filters such as:

• Agent Name
• Payment Date
• Invoice Number
• Status (e.g., Paid, Pending, Partially Paid)

This ensures that your financial records are up to date and accurate.

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Conclusion

Recording or editing Remittance Advice in Pack Shed Solutions ensures that your farm’s financial records stay accurate and up to date. Whether you’re logging a new remittance or making corrections to an existing one, Pack Shed Pro provides an easy way to track payments, invoices, and customer transactions. By following these steps, you’ll help streamline your financial management and keep your accounts organized.