Xero how to
Send a remittance advice in Xero
Xero sends a remittance advice from a payment that already exists. Enter each practitioner's bill, pay the run as a batch payment, open the payment transaction, and send. The advice lists the bills, the payment date, a reference and the total. It does not show the receipts a fee split was computed from, so send the payout statement beside it.
Key facts
- What Xero means by the term
- A document you send to a supplier showing which invoices you have paid and how the payment was made1
- Where it is sent from
- A payment that already exists in Xero. The document hangs off a single bill payment or off a batch payment, and it is emailed from that transaction3
- What it prints
- Sender and recipient details, the payment date, the payment method, a payment reference, each invoice the payment covered with its amount, and the total1
- How a batch is grouped
- One document per contact. A practitioner with three bills in the same run receives one advice covering all three, rather than three documents3
- Whether it sends itself
- It does not. Xero builds the document from the payment, and sending it is a step someone takes on that transaction, so a payout run with no send step leaves practitioners with money in and nothing explaining it3
- The batch case that blocks it
- Practices report that a batch payment containing an overpayment will not produce an advice. The request to change that opened in April 2022, still reads as submitted, and had 65 votes when it was read for this page4
- What a payout run should be paid on
- Health and Life put it on money that has landed in the bank and been reconciled that day, rather than on what the billing system says was charged5
What Xero calls a remittance advice
A remittance advice is a document you send to a supplier to show which invoices you've paid and how the payment was made.1
So it travels outward, from the payer to the person who billed them. In a clinic the people who bill it include its own contractor practitioners, which makes this the document that lands in a practitioner's inbox on payout day. If instead you are holding a file the NDIA, Medicare or a plan manager sent you, that is a different document with the same name, and it is covered on Funder remittance advice in Xero.
The payment has to exist before the document does
There is no screen where you compose a remittance advice from nothing. Xero builds it from a payment already sitting in the ledger, which means the bills have to be entered and paid before there is anything to send. For a payout run that order matters, because the bill is where the split lands and the advice only repeats what the bill says.
- Enter each practitioner's invoice for the period as a bill, coded to the contractor expense account your accountant set up, carrying whatever GST treatment the practitioner's own invoice states.
- Pay the run as one batch payment where several practitioners are being settled together, or pay the single bill on its own where only one is.
- Open the payment the run created, either from the payment link in a bill's history or from the batch payment line on the bank account.
- Choose the send remittance advice option, check the email address Xero holds for each practitioner, and send.
- Send the payout statement beside it, because the advice lists bills and not the receipts behind them.
Where the option lives on each path
For a single bill, open the paid bill, click through to the payment in its history, then take the send option from the menu on that payment. For a run, the batch payment shows on the bank account as one payment covering several bills, and the send option sits on that line instead. Either way you are on a payment transaction when you send, which is the part a reader coming from a generic guide often misses.
Xero shows the email address it holds for each contact and asks you to confirm it before the advice goes. A practitioner whose contact record has no email, or has the address they used two clinics ago, is the usual reason a payout run goes out and one person does not hear from you.
What the document actually prints
That is the whole document. It is proof that a payment was made and a list of what it settled. Read it as a receipt rather than as a statement, and the gap for a payout run is obvious straight away: a practitioner can see the total moved and which bills it closed, and cannot see how the figure on the bill was reached.
One document per practitioner, not one per bill
A batch payment produces one advice per contact. Where a practitioner has three bills in the same run, perhaps a fortnightly bill, a catch up for a late funder payment and a small adjustment, all three land on one document. That is usually what the practitioner wants, and it is worth knowing before you go looking for three emails that Xero was not going to send.
The reference works the other way. One reference covers the whole document, so a practitioner querying a single line has only the payment reference to quote. If your payout run needs line level queries to be answerable, the reference has to be meaningful before the payment is made, not after.
The batch that carries an overpayment
The case practices report as blocking is a batch that includes an overpayment or an applied credit. A request to allow the advice in that case was opened in April 2022, still reads as submitted, and had collected 65 votes when the thread was read for this page. The workaround the request itself describes is to read the payment off the screen, rebuild the detail by hand in a spreadsheet, and send that to the supplier instead.
A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients.4
What the advice leaves off
A practitioner opening a remittance advice has a short list of questions, and the document answers one of them. The rest belong to a payout statement the practice produces alongside it, from reconciled receipts by practitioner.
| What the practitioner asks | Where the answer is |
|---|---|
| How much did I get paid, and against which bills | The remittance advice. This is what it is for |
| Which patient receipts is that share built from | The payout statement, built from receipts by practitioner on the payment date |
| Why is it lower than the sessions I ran that fortnight | The payout statement, where a funder that has not paid yet shows as a claim still outstanding |
| What happened to the session the funder clawed back | The payout statement, as a reversal against the period it was originally paid in |
Pay on what cleared, then send the advice
Pay a practitioner on money that has actually landed in the bank and been reconciled that day, not on what the billing system says was charged.5
That is the whole reason the split cannot be read off the advice. A bill built on receipts is built from funder deposits that have been matched, so the same fortnight of clinical work is paid across several runs as each funder settles. The errors Health and Life list are the ones this produces: confusing the receipt date with the date the money arrived, and matching on amount alone and paying the wrong practitioner.
Getting the receipts side right is a job for the accounts, not for the send step. Revenue by practitioner comes off the tracking category, which is covered on Xero payroll tracking categories, and the final run for someone leaving is covered on Archive a tracking option in Xero.
Sending one again
Because the advice is generated from the payment rather than stored as a document, sending it again means opening the same payment transaction and running the send option a second time. The guide read for this page puts no limit on how often that can be done. Nothing read for this page confirms that Xero keeps a record of when an advice was last sent, so treat your own sent items as the record of who has been told what.
One thing worth checking before you resend: if the bill itself was wrong, editing the bill and resending the advice sends the corrected list. The practitioner then holds two documents with the same payment reference and different contents, which is worth a line of explanation in the email.
Changing what it looks like
A branding theme changes the presentation. The fields themselves are fixed, and an advanced template does not redesign the body of the document, which is why three of the pages ranking for this query are open requests about templates and bulk sending rather than instructions. If a practice needs the split on the page, that page is one the practice produces, not one Xero styles.
What the ranking pages answer
Worth stating plainly, with a date on it. On 2 September 2026 the Australian results for this phrase were led by an AI overview giving the click path, and the organic results underneath were these.
- Xero Central, Send a remittance advice.
- Xero, Remittance advice: definition, types and benefits.
- Xero product ideas, Remittance, select and send from account transactions.
- Xero product ideas, Branding, custom DOCX template for remittance advices.
- Xero product ideas, Send multiple advices without using batch payments.
Three of those five are feature requests, which tell a reader what the feature lacks rather than what to do today. The phrase set behind the query is entirely send, create, resend and template wordings, at about 90 Australian searches a month for the head phrase. Nothing in the set is written for a practice whose suppliers are its own clinicians, so nothing says what the person receiving the document will ask next.
What Ledger Map does around the payout
Ledger Map works on the side of this that decides the figure. It reads the practice's own claim and payment data, posts each funder deposit as one balanced document set against that funder's clearing account, and leaves one exact match in the bank feed for a person to accept. That is what turns a fortnight of funder money into receipts by practitioner you can build a bill from.
The send step stays in Xero, on the payment, where it lives. What changes is that the bill behind it rests on deposits that have been matched rather than on a spreadsheet of invoices raised. The accounts and tax rates on the funder side come from the canonical template the practice starts from, and the practice approves the map before anything syncs. How it works shows the map, the approval step and the question queue.
Questions
How do I send a remittance advice in Xero?
Pay the bill or the run first, then open the payment it created. From a single bill, follow the payment link in the bill's history. From a run, open the batch payment line on the bank account. The send option sits on that payment transaction, and Xero asks you to confirm the contact's email before it goes.
How can I view a remittance advice in Xero?
Open the payment transaction it was generated from. The advice is built from that payment rather than held as a separate document, and nothing read for this page found a stored list of past advices to browse. Your own sent items are the practical record of which practitioners have received one.
Xero will not create an advice for my batch payment. Why?
Practices report this on batches that include an overpayment or an applied credit, and the request to change it has been open with Xero since April 2022. The workaround described in that request is to rebuild the payment detail by hand and send that instead, which for a payout run is the payout statement you were already producing.
Can I change what a Xero remittance advice shows?
A branding theme changes how it looks. The fields are fixed, so the split, the receipts behind it and the funder mix cannot be added to the document. A practice that needs the practitioner to see those sends a payout statement beside the advice.
How do I resend a remittance advice in Xero?
Open the payment it came from and run the send option again. The guide read for this page puts no limit on how often the same advice can go out. If you corrected the bill first, say so in the email, because the practitioner then holds two documents against the same payment reference.
My practitioner asked which receipts their share came from. Is that on the advice?
No. The advice lists the bills the payment settled and the total, and stops there. The workings belong on a payout statement built from receipts by practitioner on the payment date, showing gross receipts, the funder mix, any refunds and reversals, and the split applied.
Read next
- Xero how toFunder remittance advice in Xero
- Xero how toXero payroll tracking for practitioners
- Xero how toArchive a practitioner in Xero tracking
- Xero how toRecord a batch deposit from a remittance
- ProblemsChanging the practitioner on a paid invoice
- ProblemsRevenue by practitioner is missing in Xero
- HubXero how to
Sources
Open questions
- Xero Central's own article on sending a remittance advice refused an automated fetch on 3 September 2026, on the first attempts and again on the fact check the same day, returning an empty document each time. The click path here rests on RemitClear's guide and on Xero's definition guide rather than on a read of the vendor article.
- RemitClear's guide states that resending is the same send option run again from the payment, with no limit on how many times. Whether Xero keeps a record that an advice was already sent was not confirmed by anything read for this page, so the page claims nothing about a stored history.
- The two sources describe the overpayment case differently. RemitClear says a batch holding an overpayment or an applied credit can render awkwardly on the advice, and the practices in Xero's idea thread say no advice can be produced at all. The page reports both and settles neither.
- Whether a file can be attached to the remittance advice email was not confirmed, so the page says to send the payout statement beside the advice rather than describing an attachment field.
- The overpayment restriction is reported by the practices asking for it to change. No Xero documentation read for this page states it, and the wording on the page keeps that distinction.
- Whether a practitioner's bill carries GST depends on that practitioner's own registration and on the structure the practice runs. The page says the bill carries what the practitioner's invoice states and leaves the treatment to the practice's accountant.
- Whether a clinic pays practitioners as principal, with gross revenue and a contractor expense, or under a service entity model where fees are collected on behalf, changes what the payment is in the books. The corpus records both, and the second is under payroll tax scrutiny. This page does not settle it.
- Live web search was unavailable on 3 September 2026, so the answer landscape is the capture of 2 September 2026 rather than a fresh pull.
- Remittance advice: definition, types and benefits
Xero. Retrieved 3 Sep 2026. Source updated 9 Jul 2026.
primary
- How to send remittance advice in Xero
RemitClear. Retrieved 3 Sep 2026. Source updated 8 Jun 2026.
secondary
- Batch payment, remittance advice, create for batches that include an overpayment
Xero product ideas. Retrieved 3 Sep 2026.
secondary
- First principles: paying practitioners on receipts
Health and Life. Retrieved 3 Sep 2026. Source updated 23 Jul 2026.
secondary
- Australian monthly search volumes for the remittance advice phrase set
DataForSEO. Retrieved 2 Sep 2026.
secondary
Review
Last reviewed 3 Sep 2026 by Shane
General information for Australian allied health practices, not tax advice. Confirm a treatment with your BAS agent or accountant before you post it.
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