• 10/09/2026
  • 4 minutes to read

Setting up payment references on sales documents

Use payment references to include country-specific payment references on sales invoices, reminders, and finance charge memos. Continia Banking includes a default Danish FIK setup and lets you configure additional formats, such as Swedish OCR Bank Giro, ISO 11649 RF, Dutch betalingskenmerk, and Norwegian KID references.

When customers use these references when making payments, Continia Banking can identify the related customer ledger entries during bank statement import. This helps automate payment reconciliation and reduces manual matching.

Note

Make sure that for Danish FIK references, you have specified a Bank Creditor No. on the Company Information page. For Swedish OCR Bank Giro references, you have specified a Giro No. on the Company Information page.

To set up payment references

To set up payment references:

  1. Search () for and select Sales & Receivables Setup.
  2. On the action bar, in the Continia Payment References action group, click Payment Reference Setup. The setup page shows: The document type, the assigned template, the reference format, whether the setup is enabled, and an example reference

Important

Continia Banking doesn't store the payment reference on the document, but generates the payment reference each time you print the document. If no enabled template exists, the payment reference field remains blank.

To create a custom payment reference template

If you want to use another format, you can create your own template.

To create a custom payment reference template:

  1. Saerch () for and select Payment Reference Setup.
  2. Click New.
  3. Specify the report and document table.
  4. Click New template for this report.
  5. Enter a template code and description.
  6. Define the reference structure by combining text and document fields.
  7. Preview the generated reference using Example.
  8. Select Enabled for the template assignment.

Note

You can enable only one payment reference template for a report at a time.

To add the payment reference to a report layout

After creating a custom payment reference template, add the payment reference field to the report layout used by the document. You can use the Export and Update Layout action on the Report Layouts page to modify the layout and import the changes back into Business Central. Report layouts can be customized and selected when running a report.

To add the payment reference to a report layout:

  1. Search () for and select Report Layouts.
  2. Select the report layout that you want to update.
  3. Click Export and Update Layout.
  4. Add the payment reference field to the layout and save the changes.

To reimport default templates

To re-import missing default templates:

  1. Saerch () for and select Payment Reference Setup.
  2. Click Refresh default templates.

Continia Banking re-imports any missing default templates and doesn't modify your custom templates.