When logging Payments on Sales Orders, “Reference Number” is available as a flexible and optional field to help your accounting team:

• Record check numbers for check payments
• Create record IDs
• Trace payments between Canix and your accounting system

In this article, we'll cover:

1. Record Payment Reference Numbers

For more information on Sales Orders, see Create and Manage Sales Orders.

Record Payment Reference Numbers

Before recording a Payment Reference Number, you'll first need to create a Sales Order. After creating a Sales Order, you'll be able to record a Payment Reference Number from 2 places:

• Navigate to Sales > Sales Orders and select the Sales Order name to expand the side panel > select Record Payment in the bottom-right
• Navigate to Sales > Sales Orders and select the Sales Order name to expand the side panel > select View Order Details in the top-right > scroll down and select Record Payment

On the Web Application:

1. Navigate to Sales > Sales Orders
2. Select the Sales Order name to expand the side panel
3. Select View Order Details in the top-right
4. Scroll down and select Record Payment
5. Complete each field:
   • Amount
   • Payment Date
   • Reference Number: The field is free text to ensure flexible use for any accounting process
6. Confirm all details are correct and select Record