Hi Solar Accounts Team,

Could I ask, on the invoice is a field for the customer number. Can this be set to automatically be set to fill with the customer number when a particular customer is picked from the customer list? If so, how do you do this.

I have hundreds of customers and for simplicity I have allocated a unique number so that I can easily ID their payments. This is the number I would like to automatically populate that field on the invoice.

Kind Regards

Hi Ed,

Yes you can probably set up your invoice template to show the 'customer
number'. Can you please tell me: where in the customer window window are
you storing the 'customer number'? Is it in the "Name" field or the "Phone
1" field or some other field?

Hi Mark,

Sorry for my late reply.

I have managed to work out a work around. As it is very unlikely that I
will ever use the Customer Website field, I have entered the customer
number on that field and adjusted the field on the invoice by inserting the
Website field link. It appears to work.

For future updates, would it be worth considering creating a specific field
for a unique customer number. It would be my guess that most businesses,
even small business use such a number to identify customers quickly.

Kind regards
Ed Cowen
Director

Hi Ed,

OK glad to hear you found a workaround - I'll note your suggestion about a
customer number field as a feature request in our system.