Step 1 - Open the Invoicing tile
Open the Invoicing tile on the dashboard. Within this tile, you will find all functionalities related to invoices, orders, contacts and invoicing settings.
Step 2 - Open Settings
On the left-hand side of your screen, you will see the different modules. Click Configuration and then open Settings.
You will now see an overview of the available settings.
You will now see an overview of the available settings.
Step 3 - Open the Invoicing settings
In the settings overview, you will find the Invoicing module.
Click Invoicing to open the settings of this module.
Click Invoicing to open the settings of this module.
Step 4 - Choose the payment reference
Within the invoicing settings, you can choose which payment reference is used on your invoices.
You can choose between:
Free input: this allows you to enter a payment reference yourself.
Structured message: this uses a structured message. This option is mainly used in Belgium.
You can choose between:
Free input: this allows you to enter a payment reference yourself.
Structured message: this uses a structured message. This option is mainly used in Belgium.
Step 5 - Save the change
After you have adjusted the setting, the green Save button will appear.
Click Save to save your choice.
Click Save to save your choice.
Note
If no changes were made to the settings, the Save button will not appear.