Each member who is linked to your organisation is automatically given a Bank Reference. This is a unique reference, which is used for the bank transfer payment method. When a member places an order using the bank transfer payment method, the bank reference is included in the order confirmation email sent to the member, along with the organisation's bank details.
If the member uses the reference when making their bank transfer, the reference will be shown in the bank statement. You can then use the reconciliation feature to easily reconcile the payments on your bank statement against your WebCollect orders.
To find out what a member's bank reference is, go to the member's individual page in the admin panel. The bank reference is shown at the top of the left hand column.
If you want to look up which order a bank reference relates to, you can type the bank reference into the Bank Ref box at the top right of Admin Home.
