Asking for a 5-digit numeric prefix to print a tax invoice

Legacy KB ID: 5054

Question

Why am I being asked to enter a 5-digit numeric prefix into the Sales & Customer Preferences?  The full message is:

This invoice is using a template that includes the Payment reference field. For this invoice to be printed, a 5 digit numeric Biller Prefix MUST be provided. Please enter your Biller Prefix in QuickBooks preferences under Sales & Customers.

 

Answer

Remove the references to Merchant Account and MAS Transaction ID in the Tax Invoice Template

 

The Issue

The issue may be experienced by long-time users of QuickBooks (now Reckon Accounts Business) that also at one time used the Biller Express service.  For that service you were required to activate the service in the Sales & Customers Preferences and enter a Merchant Account Number and a MAS Transaction ID.  That information would then be published on the Tax Invoice.

When the required information no longer exists, as in current versions of Accounts Business, you cannot print the tax invoice.

 

Solution

Select another Tax Invoice Template that does not reference the Merchant Account Number and MAS Transaction ID.

 

To remove the reference to the Merchant Account Number and MAS Transaction ID in this template:

1.    Open the tax invoice > select this template > click on Customize;

2.    Select Manage Template > check name and click OK > click on Layout Designer

3.    Highlight the name Merchant Account # >, right click and Remove;

4.    Highlight its price field (Sample) > right-click and Remove.

5.    Repeat steps 3 & 4 for Transaction ID.

6.    Click OK > OK to save and close.

If you cannot see the Merchant Account Number and MAS Transaction ID boxes, then the color of the box and text has been changed to the background color white.  Click around the invoice until a box without borders is highlighted. 

 



Need more help?

Ask the Reckon Community at: https://community.reckon.com/reckon.

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