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Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jul 1, 2020

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Customer Number

Why is it if I put a number in the customer info as per pic, it doesn't automatically insert into the invoice? I have customers which need the same number on every invoice. Thanks,

  • ADMIN RESPONSE
    Jul 2, 2020

    Hi Krystle, if you need the same number on every invoice for a specific customer there are a few ways to achieve it:

    1. Use custom fields in the customer record and add that field to the template layout. The downside is that not all customers need this field, yet all customers will see the box (even though it wont have data). Not a bad idea to use this in conjunction with option 3.


    2. Add a customer specific field to the template layout such as account number. Account number is available in the customer record and is often used for this exact purpose. nb. You can change the data field name so it doesn't say "account number" eg PO Number.




    3. Create an invoice template and add a TEXT BOX to the template layout specific to that business and use this template exclusively for this customer ** In our family business we had a lot of government contracts who needed specific details on the invoice, so a specific template was the best option in our case.

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