thread Re: Automatic Transfer Payment Reference in Payments Troubleshooting

Automatic Transfer Payment Reference

CBCMax — Sun, 21 Sep 2025 12:34:02 GMT

Hi,

Is there a way to customise the payment reference on automatic transfers to your bank account?

Currently states ‘square’ and a handful of letters, is there a way to make that say ‘square - seniors’ for example?

Thanks, Max

Re: Automatic Transfer Payment Reference

Sam_400º — Tue, 19 Dec 2023 09:02:09 GMT

Hey @CBCMax - you can, but it's hidden in plain sight somewhere that you'll not often look!

If you go to your dash, then "Account and Settings" from there hit "Business Information" then "Locations"

Tap on your location (or the one you want to add the information too if you've got more than one) - scroll down and towards the bottom you'll see "Bank Information" where you can add a tag up to 5 characters long.

Re: Automatic Transfer Payment Reference

CBCMax — Fri, 29 Dec 2023 17:07:12 GMT

Thanks Sam! Managed to find it there hopefully will see that come through in the New Year!

Max