The following accounting packages do not support payment references:
e-Boekhouden.nl
InformerOnline
Reeleezee
SAP Business One
SnelStart
Visma eAccounting
In the transaction screen of Zenvoices you will find a field for adding the payment reference of an invoice. Per journal you can configure a default payment reference.
Tip
You can use transaction variables in this field.
Finding the payment reference in your accounting package
AFAS
The entered payment reference can be found in the field 'Payment reference'. More information can be found in the AFAS Knowledgebase.
Exact Boekhoud Gemak and Multivers
The entered payment reference can be found in the field 'Payment reference'. If you do not enter a payment reference, the invoice number will be used as the payment reference.
In Exact Boekhoud Gemak and Multivers you can configure under Maintenance / Bank details on the 'Payments' tab which field is used as the description of payments. Set this field to 'Payment reference' to use the payment reference from Zenvoices for payments.
Exact Globe
The entered payment reference can be found in the field 'Payment reference'. If you do not enter a payment reference, Exact Globe will automatically generate a payment reference.
Exact Online
The entered payment reference can be found in the field 'Payment reference'.
Exact Online Bouw
The entered payment reference can be found in the field 'Payment reference' under the 'Information' tab of the purchase invoice.
KING ERP
The entered payment reference can be found in the field 'Payment reference'. If you do not enter a payment reference, KING will automatically generate a payment reference.
please note: version 1.1.8 of the Zenvoices integration software (Zenvoices KING Webservice) is required to work with payment references. Contact your installation partner for more information.
Microsoft Dynamics 365 Business Central
The entered payment reference can be found in the field 'Payment reference'. This field can be viewed in the purchase invoice under Invoice details when 'Show more' is selected at the top right.
Octopus
The entered payment reference can be found in the field 'Bank ref.'.
Twinfield
In the administration settings in Zenvoices (Manage / Environment / Administrations and 'Edit', tab 'Twinfield') you can configure in which field of Twinfield the payment reference will be stored. You can choose between Free text field 1, 2 or 3. Configure the selected text field in all Twinfield journals where transactions are posted from Zenvoices as 'Allowed' and place 'Header'.
please note:
If this field is not configured, payment references will not be stored in Twinfield.
Twinfield has three free text fields that can each be used once (avoid selecting a free text field that is already used for another free text field).
To actually add the payment reference to payments from Twinfield, you must configure the correct description field in Twinfield under Cash & Banks / Formats / Select payment file:
Visma AccountView
The entered payment reference can be found in the field 'Payment reference'.