RFMS Webcasts

The purpose of the webcasts is to help you get more out of RFMS.

Any questions regarding the webcasts please phone:0800 643 012 (NZ) or 1800 229 427 (Australia) or Email


Oncharge a Credit Card Fee to a Customer - Christine Ogden

Documentation: Click Here


How to Process a Customer Refund - Christine Ogden


Overview of Automatic Email Notifications - Kylie Adamson


How to Process Rebates or Other Non-Sale Income - Christine Ogden


How to Import GL Journal Entries - Christine Ogden


Material Analysis Report and Excel Tips and Tricks - Christine Ogden


How to Copy System Options from One User to Another - Kylie Adamson

Download PDF sheet here

How to Process the Covid-19 Wage Subsidy - Christine Ogden


Processing Samples in RFMS - Chris Ogden

Additional Documentation for Samples:


Weekly and Monthly Housekeeping - Important Tips for Pre-End of Financial Year - Christine Ogden


Redesign Quotes, Estimates & Invoices By Using Word Merge - Kylie Adamson


CMM Sales Leads in RFMS - Chris Ogden


How to Utilise Billing Groups in RFMS - Suzie Monk

Streamline Payments with HyperPay and MultPay - Suzie Monk


Sales Reporting and Filters - Christine Ogden

Learn how to optimise sales reports and filters in RFMS

Download PDF sheet here: Sales Reports & Filters


Supplier Claims Overview - Nicky Kenny

An overview of supplier claims.

  • Download PDF sheet here: Claims Overview

  • Helpful links: (please note, you need to have a login for www.rfms.com to access these links)

Claims-Introduction - Adding a Claim - Claims Report


Collecting and Reporting on Additional Sales Data - Lowrie Odgen