How to find a Reference Number

How to find a Reference Number

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This article is part of the Blockworx Basics section.
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Reference numbers are essential in Blockworx. They allow jobs and invoices to match automatically, saving you admin time. 

Where Reference Numbers Come From

Reference numbers are automatically generated and attached to:
  1. Required Invoices - These are recurring invoices set by the factoring company. You may also see them referred to as Diarised Charges.

  2. Jobs - A reference number is generated when a work order is raised for a job.

Using Reference Numbers with Required Invoices

  1. Each required invoice will show a reference number.

  2. This number is needed on your invoice when using the Assisted Invoice Processing tab. 



  3. If you work with required invoices you don't need to wait for each reference individually to pull through on Blockworx, you can request the full list directly from the issuing company. See: How to Contact a Company You're Linked to

Using Reference Numbers with Jobs

  1. Every job will have a work order reference number issued.

  2. You can find this in the Reference column on the Jobs tab.



  3. When invoicing, include this under Reference on your invoices to allow for it to be picked up in the Assisted Invoice Processing tab.

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