Customer numbers
Give every new customer the next number automatically, with your own prefix.
Each company can have its own customer numbers. Every new customer gets the next number by itself. A number is never given twice and never used again after it was released.
Set it up
- Enter a Prefix, for example C-.
- Enter the Next number. It must be higher than the highest number already used.
- Set the Digits, which pads the number with leading zeros.
- Check the preview line Next number, then select Save.
Where the number appears
- The customer list, its search and its sorting.
- The header of the customer file and the customer form.
- Invoices, credit notes and quotes as PDF.
- The customer area in the shop.
Numbers are assigned in every route: the form, import, registration, converting a lead and the app. Leave the field empty and the next number is used.
Existing customers
They keep their current number. Nothing is renumbered unless you decide to. Under Convert existing customers you can choose to Keep today's number (add prefix) or Renumber from the next number (by creation date). Select Show preview first, then Convert now. Documents already issued stay unchanged. Undo last conversion reverses it.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
