How to Process a Text Remittance Advice

Overview

Not every payer sends a PDF or CSV — some send their remittance advice as plain text in the body of an email. This tutorial shows you how to take that raw text and process it through Remittance Go using the plain text field, without needing to create or upload any file.

Step 1: Copy the text from the email

When you receive a remittance advice as the body of an email, select and copy all the relevant text. This might include supplier name, invoice numbers, payment amounts, and a payment date — Remittance Go will read and parse it regardless of the exact format.

Step 2: Paste into the plain text field

In Remittance Go, find the Remittances Text Area and paste the copied text directly into the plain text field. The full content of the remittance will appear in the box exactly as you copied it.

Once you're happy it's all there, click Submit.

Step 3: Review the matched invoices

Remittance Go processes the text the same way it would a PDF or CSV — it reads the content, extracts the payment lines, and attempts to match each one to an outstanding invoice in Xero.

The review summary shows each invoice from the remittance alongside the corresponding invoice in Xero. If everything has matched correctly, click Next.

Step 4: Confirm and create the batch payment

Check that the payment date is correct and select the appropriate bank account, then click Create Batch Payment. The matched invoices are marked as paid in Xero immediately.

Step 5: Reconcile in Xero

Head to the bank reconciliation screen in Xero. Scroll down to find the batch payment you just created — it will appear as a single payment covering multiple invoices. Click OK to finalise the reconciliation.

Processing additional remittances

If you have more text remittances to process, head back to the queue in Remittance Go and repeat the process — copy the text from the next email and paste it into the plain text field again.