BPAY Customer Reference Numbers on Customer Invoices

[Deleted User]
[Deleted User] Posts: 0
I am trying to set up BPAY payment reference codes on customer invoices.

I can see that you place the BPAY logo on the invoice, through the invoice templates, but how or does Quickbooks  (Reckon Accounts) generate a Customer Reference Number of each customer, on each new invoice?
A individual CRN is required by the Bank, for the customer to make the BPAY payment. The Bank have suggest a "tool" to use to create the CRN, but I wanted to know if you can set it up so that Quickbooks just generates the CRN in the BPAY section on the invoice, automatically? 

Thanks very much for your help!

Comments

  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited February 2017
    I have used an Excel spreadsheet to create the BPAY Reference number for each new client.
    I then setup a Defined Field for Customers called it BPAY. I then entered the number from the Excel spreadsheet into this field in the customer. I then amended the Invoice template to the add this defined field in the correct spot for the BPAY reference. It then appears on every invoice for the customer.