• 17/08/2026
  • 7 minutes to read

Selecting a remittance information template

When processing many payment documents, including all necessary details in the payment file's reference texts can be challenging. Continia Banking automatically sets up default remittance information in the system, which is applied through the Banking Export Setup page unless specified otherwise.

During activation, Continia Banking creates the default remittance information template DEFREMIT-SINGLELINE. This template generates the text See Remittance Advice, which can be included in the payment file when a remittance advice is sent separately. The default template is suitable for most payment scenarios where the detailed invoice information is delivered through a remittance advice rather than in the payment reference text.

You can create additional remittance information templates to comply with bank requirements or company-specific communication standards. This article explains how to select or change the remittance information template in different locations. For information about adding a custom remittance information template, see Adding a Remittance Information Template.

To configure remittance settings

Use the Remittance FastTab to configure how remittance advice is created and sent.

To configure remittance settings:

  1. Search () for and select Banking Export Setup.
  2. Expand the Remittance FastTab.
  3. Configure the fields described in the following table.
FieldDescription
Remittance Advice TemplateSpecifies the report or report layout used when generating remittance advice documents. You can use the default remittance advice template provided by Continia Banking or configure a custom template to meet your organization's requirements.
Default Information Type

Specifies the default remittance advice method assigned to new vendors. This setting determines how remittance information is delivered when payments are processed.

Available options:

  • Bank only

    • Does not generate or send a separate remittance advice.
    • Continia Banking displays an error when a payment journal line requires more remittance text than allowed in Bank System Payment Method. This happens even when email settings are configured.

  • Bank & Email

    • Automatically sends remittance advice by email.
    • The vendor must have a valid email address. Otherwise, the Remittance Troubleshooting action displays an error, and Continia Banking cannot send the email automatically.

  • Bank & PDF

    • Creates remittance outbox entries according to the configured settings.
    • You must manually download and process the PDF remittance advice.

The selected value is applied automatically to new vendors but can be changed on individual vendor cards when different remittance handling is required.

BCC EmailSpecifies the email address that receives a copy of all remittance advice emails.
Default Language CodeSpecifies the default language used to generate remittance advice.
Create Remittance Advice After Number of EntriesSpecifies the number of payment entries required before Continia Banking creates and sends a remittance advice.
Create New Payment After Number of EntriesSpecifies the number of payment entries allowed in a payment before Continia Banking creates a new payment.
Email Sending MethodSpecifies when remittance advice emails are sent. Available options are Manually, On post, Job queue, and On create payment. If you select Job queue, remittance advice is created and processed by a scheduled job. For more information, see Using job queues to schedule tasks.
TemplateSpecifies the template used to format remittance advice content.
Template Direct DebitSpecifies the template used to format direct debit remittance advice content.

To change remittance settings in Banking Export Setup

To set or change the default template used:

  1. Search () for and select Banking Export Setup.
  2. On the Remittance FastTab, select the template in the Remittance Information Template field. The selected template is used as the default remittance information template unless it is overridden by settings in a payment suggestion template, payment journal setup, or on the payment suggestion request page. If no alternative template is selected, the default template DEFREMIT-SINGLELINE is used. For more information about the available fields, see Configuring Export Settings.

To change remittance settings in a Payment Suggestion Template

To select a template for a Payment Suggestion Template:

  1. Search () for and select Payment Suggestion Templates.
  2. Navigate to the Remittance Information Template column.

For more information on Payment Suggestion Templates, see Setting up Payment Suggestion Templates.

To change the remittance settings in the Payment Journal Setup

To select a template for a payment journal:

  1. Search () for and select Payment Journals.
  2. Go to the Batch Name field, select the three dots, and on the General Journal Batches page, select a journal.
  3. On the action bar select Related > Payments > Other > Payment Journal Setup.
  4. Navigate to the Templates FastTab, and select the template in the Remittance Information section.

To change the remittance settings on the Suggest Payment request page

To set the remittance template applied when generating payment suggestions:

  1. Search () for and select Payment Journals.
  2. Go to the Batch Name field, select the three dots, and on the General Journal Batches page, select a journal.
  3. On the action bar, select Home > Suggest Vendor Payments, Suggest Customer Payments, or Suggest Employee Payments.
  4. Navigate to the Text Templates section to find the Remittance Information Template. For more information on suggesting payments, see Suggesting and processing payments.