Adding Customer/Membership ID

Hi,

I would like to add a customer or membership ID when entering the customer details, is that possible and if so, how?

Many thanks,

Claudia

Posted by Claudia Millhoff on Apr 6, 2019 4:50 PM BST

Hi Claudia,

Solar Accounts doesn't have a dedicated field for membership ID. The best
alternative is to use another field in the customer record, such as the
Contact field. Alternatively you could add an ID to the customer name like
this:
[015] John Smith

Note that the text in square brackets will not be printed on invoices.

Posted by Solar Accounts Customer Support on Apr 7, 2019 12:32 PM BST