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Information icon Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.


How can I add a customer reference number?

  • Updated

You can add a customer reference number to your invoices and other documents by following the steps below:

  • Go to 'Customers' in the left-hand menu of your dashboard
  • Click 'New Customer'
  • Populate the relevant fields
  • Click 'Advanced'
  • Enter your unique 'Customer reference number'
  • Click 'Done'

 

 

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You will see your 'Customer reference number' appear on your invoices:

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