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Cardfiles can be bulk updated with a BPAY reference number from a CardFile List.
Prior to below, BPAY must be ticked in Tools > Options > Job > Invoice:
Generate a customer CardFile List, then right click and click Generate BPAY Ref#.
All cardfiles in the list will then be updated with a unique BPAY reference number based on Jim2's internal cardfile code.
See BPAY for more information.
Further information
Add a CardFile
Add Prospect CardFile
Add CardFiles to Groups
Add/Update Contact Details
Add/Update Customer Details
Add Customer-Specific Reports
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Add an Accountant Login
Auto Postcode/Suburb Lookup
Browse for a CardFile
CardFile Merging & Deleting
Deactivate CardFiles
Email from CardFile List
Export a CardFile Report to Spreadsheet
Export Email Contact Report
Make Prepayments/Refunds
Quick Add CardFile
Reassign Users and Account Managers
Reassign Prior to Today
Set up Overseas Customer
Update Multiple CardFiles
View CardFile Transactions
View or Edit a CardFile
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