Other questions

Hi there, JustineCUE.

You can absolutely assign customers account numbers, I'm happy to show you how. You can assign account numbers to your clients that can be internal (lets you sort customers numerically) or external facing (appears on customer invoices).

To assign account numbers to your customers:

• For internal only and numerical sorting
  1. From the left menu, select Sales.
  2. Select Customers/Clients.
  3. Select a customer to open the customer page, then choose Edit.
  4. In the Display name as field, enter the account number before the customer name.
  5. Select Save.

The account number now appears in front of the customer's name on internal lists and screens.

• For customer facing numbering
  1. From the left menu, select Sales.
  2. Select Customers/Clients.
  3. Select a customer to open the customer page, then choose Edit.
  4. Uncheck the Use display name checkbox.
  5. Add the account number on the Print on check as field. Note: To see the account number reflected directly under the customer's name use the first line of the Street field.
  6. Select Save.

The account number now appears with the customer's name on invoices and other items.

If there's anything else I can help you with, feel free to post here anytime. Thanks for stopping by and have a nice Wednesday afternoon.