How to Change the Payment Reference for a Deal
Propoly will automatically assign a payment reference comprised of a random string of numbers and letters to each deal. All payments received under that deal are then processed under that payment reference, making them easy to track.
However, for various reasons you may wish to change the payment reference. This could be because you want to use something more recognisable, or because you have your own system of assigning payment reference numbers, for example.
The payment reference can easily be updated by following these simple steps:
Step 1: Open the Deal
Open the deal you would like to change the payment reference for. This can be done by clicking on the deal from your dashboard or by searching for it in the search bar.
Step 2: Edit the Deal
Once you have found the deal, you will need to edit the details. To do so, click on the three dots located above the tenancy end date.
This will open a drop down menu. Select "Edit Deal" from the available options.
This will take you to the "Create Deal" screen.
Step 3: Update the Payment Reference
Once you are on the "Create Deal" screen, scroll down until you see a section called "Payment Reference". This is where you can make changes to the payment reference for the deal.
Once you have located the automatically assigned payment reference, you can simply overtype this with the new payment reference of your choice.
Please note that once a holding deposit has been made, you will not be able to change the payment reference.
Additionally, each deal must have a unique payment reference which cannot be repeated. Therefore, you may wish to consider how you will organise your payment references if you assign them manually, as using the first line of the address (for example) will only work on the first occasion.
Step 5: Save Your Changes
Once you have made your changes, scroll to the bottom of the page and click the "Save Deal" button to save them. Your deal will now be updated with the new payment reference.
Congratulations, you have now updated the payment reference! If you have any further questions or need assistance, please don't hesitate to reach out to our customer support team.