Adding Reference Codes to Invoices via Client Cards

To streamline the process of adding reference codes to invoices using our email solution, follow the steps below. This ensures a seamless experience for both the front end and back end.

Adding Reference Code:

1. Access the Staff Portal:
   • Navigate to the staff portal to begin the process.
2. Open the Client Card:
   • Locate and access the client card associated with the specific client for whom you want to add a reference code.
3. Input Reference Code:
   • Within the client card, find the "Reference Code" field.
   • Input the desired reference code.

Ensuring Reference Code on Invoices:

To guarantee that the reference code appears on the invoice, follow these steps:

1. Add Reference Code to Client Card Finance:
   • Follow the steps mentioned above to add the reference code to the client card.
2. Automatic Application:
   • The reference code will automatically be applied to every shift you invoice for this client.

Unique Codes for Each Shift:

If you prefer different codes for each shift, follow these steps:

1. Enter Order Numbers:
   • Instead of a universal reference code, enter the specific order numbers for each shift.
2. Include on Client Card:
   • Ensure that the "Include on Client Card" option is selected.

Need Further Assistance?

Should you encounter any difficulties or have additional questions, feel free to reach out to our support team. We're dedicated to ensuring you have a smooth experience using our system.