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Locate a customer's bank reference number

Finding a customer's bank reference number.

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Written by Gemma Langley
Updated over 3 weeks ago

If you're unsure on where to find your customer's bank reference number, please follow the step by step instructions:

  1. Within the CUSTOMERS tab.

  2. Enter the customer's surname in the SURNAME box and click SEARCH.

  3. The customer's name appears with a row of information, you will find the bank reference number directly under the Bank References title.

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