Set default payment reference

Written By Tess Hoogeboom

Last updated About 1 month ago

Please note

This setting is only available for AccountView, AFAS Profit, Multivers / Boekhoud Gemak, Exact Online, and Twinfield

In the Check screen, some accounting packages allow you to include a payment reference with the posting. You can set a default payment reference at both the administration and client levels. Read below to learn how to set this up.

Administration settings

  1. Go to Settings (cogwheel) > Administrations and double-click on the administration.

  2. On the Settings tab, under Entry Settings, you’ll find two fields for setting a payment reference.

The selectable labels correspond to the fields displayed in the Check screen. When you send the booking to Confirmation or the accounting software, these labels are converted to the values entered in the corresponding fields.

Check Screen

Via the master data of the relation, it is also possible to set a default payment reference. Here you can also fill in the corresponding labels.

The set payment reference is then entered on the transaction. Of course, it is also possible to manually add a payment reference by copying it from the document or typing it in yourself.

Have you set up a payment reference at both the administrative and relation levels? In that case, the relation’s payment reference is copied to the entry.

Payment reference in accounting software

It depends on your accounting software where you can find the payment reference.