BPAY Customer Reference Numbers on Customer Invoices
[Deleted User]
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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!
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!
0
Comments
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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.1
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