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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 a Time Sheet
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
Create a CardFile List
Deactivate CardFiles
Edit a Time Sheet
Email from CardFile List
Export a CardFile List
Export a CardFile Report to Spreadsheet
Export Email Contact Report
Export Time Sheet Reports
Make Prepayments/Refunds
Quick Add CardFile
Reassign Users and Account Managers
Reassign Prior to Today
Set up Overseas Customer
Update Multiple CardFiles
Use CardFile List Results
View CardFile History
View CardFile Transactions
View or Edit a CardFile
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