Redi2 Technologies, Inc.
            Knowledge Base Redi2 Technologies, Inc. Address Help

            Adding Invoice Recipient Codes to Clients

            You can upload addresses using our template on the Invoices page.  In order to upload client addresses, clients must be assigned an Invoice Recipient Code in BillFin. Invoice Recipient Code is a client detail that can be added by upload or manually and is required for the address upload to work)

            To Add Invoice Recipient Codes to Clients by Upload: 

            Go to the Clients page

            Click on "Sync Clients & Accounts" or "Upload Clients & Accounts"
            A slideout window will open
            Click on Download the Template
            Open the template in Excel
            Delete all columns except Client Name, Invoice Recipient Code, Account Display Name, and Account Portfolio Number
            Fill out the Invoice Recipient Codes column for your clients (you can only upload one Invoice Recipient Code for a client so you will have to manually add any additional Invoice Recipient Codes for additional recipients)
            Save the template
            Go back to BillFin
            Go the Clients Page
            Click on "Sync Clients & Accounts" or "Upload Clients & Accounts"
            A slideout window will open
            Click on "Upload Clients & Accounts" in BillFin and select the file
            Click Apply Changes if the preview looks good (you should have NO NEW clients or accounts if you are using this upload just to add Invoice Recipient Codes to existing clients)*

            *Note: Schwab has leading zeroes on their account numbers that get cutoff by Excel automatically in exporting. Those 2 leading zeroes will have to be added back to your account numbers in the spreadsheet to update existing accounts. If you do not add back the leading zeroes, then you will be creating lots of new accounts with your partial Schwab account numbers which you do not want to do.




            Updated: 25 Jun 2019 09:19 AM
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