Enrolmy ensures that all customers have an Enrolmy ID associated with it. This can be used as a payment reference that customers use to speed up the bank reconciliation process within Xero. There are four steps to be followed in order to use Enrolmy ID’s within Xero:
Setup Enrolmy ID's against Xero contacts - How To Setup Enrolmy Customer ID's Against Xero Contacts
Create A Xero Bank Rule Using Enrolmy ID's - Create A Xero Bank Rule Using Enrolmy ID's
Communicate with customers to use this Enrolmy ID as a reference
Setup Enrolmy Customer ID Option As Payment Reference Request
Inside Enrolmy, head to the Settings and then Invoice Settings section
Ensure you have selected Primary Contact ID as a reference to be used when making payment. This will automatically display on the invoices and statements emailed out to customers
Select Save changes