customer reference number for BPAY in Reckon

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  • Updated 2 months ago
In order to generate Bpay invoice, how do I create customer reference number for each customer in Reckon? 
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Toby Toby

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Posted 2 months ago

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Adrian

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Hello Toby

Reckon cannot generate the Reference numbers.

Use the BPAY CRN Generator to make a list of CRNs.
https://www.bpay.com.au/Business/Small-Medium-Business/CRN-Generator-Tool/CRN-Generator-Tool-Form.aspx

Then set up a custom field  for customers, and enter in the CRN to each customer.

You can then customise your invoice layout to include the custom field, and add your BPAY number and logo.

Also customise a customer list to include the CRN and save as a memorised report, so you can easy look up to see who has paid.

Adrian