How to use the BPAY customer reference number.

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The BPAY customer reference number add-on is very simple and will only work for customers who use an accounting software that automatically matches up BPAY reference numbers of payments to a client.

You set the BPAY Customer Reference number per client and then you add this field to your invoice template. When the customer pays using that reference number their payment can be automatically allocated to that customer by your accounting package.

The custom field for the BPAY Customer Reference Number feature is: {company.bpay_customer_ref}.

To turn on and use the add-on follow these steps.

Go to Settings

Go to Settings

Click ServiceM8 Add-ons

Click ServiceM8 Add-ons

From the ServiceM8 Add-ons page, scroll down until you find the BPAY Customer Reference Number add-on.

Click the switch button to turn on the BPAY Customer Reference Number add-on

Click the switch button to turn on the BPAY Customer Reference Number add-on

Go to Clients

Go to Clients

Open a client, and enter the BPAY Customer Ref. number

Open a client, and enter the BPAY Customer Ref. number

Once done, click Save

Once done, click Save

Open your document template and add this merge field as shown below

Open your document template and add this merge field as shown below

Tip: To learn how to add a merge field in the document template click here

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