Hi Sage,

Optional fields cannot be added to recurring charges.

If invoices created from recurring charges (or any other method of creating invoices) are edited to include text such as 'Payment on account' in an optional field, this text cannot be copied to the optional field on the payment entry that is paying the invoice.

So I beleive the answer is No to the question - Can a reference field from an invoice be printed on a statement on the same line as the cash transaction used to pay the invoice?

Just to clarify. AR only complains about duplicate document numbers within a customer. Different customers can pay you with the same cheque number.

Thanks for the clarification Andrew, that is good to know.

It'll be fine, I have the reference field in one column and the payment method in the next one on the customer statement so even though there is no reference info on the cash batches, it shows how the payment was made. I think it is much improved over the last statement set up.

Thanks for your help.