How can I pick up CustomerCode and display it on a customer invoice when creating new Sales Invoices.
Create a custom field on Customer page, name it Customer Code and check the two boxes “Show custom field as a column” and “Show custom field on printed documents” . ans start filling the customer codes in this new field not in the standard one. it will appear automatically when you print a customer Invoice
Custom field is possible workaround but that won’t be necessary.
@Reicott, where do you think customer code should show on invoice?
Our organisation, being a NFP club, doesn’t use Purchase Orders so the location of that item would be an ideal spot for us. However probably not practical for business organisations that do use this field. Therefore one suggestion might be in far right column under business name and above box containing cost of items and total invoice cost. We also have 4 custom fields for Member Type and various characteristics for each member. In this group might be a second option. Not sure which column this is.
Any update on adding customer code (account number) to invoice? Thanks.
How about customer code would be added as a prefix to sales invoice number?
So if customer code is
ABC and invoice number is
1001 then invoice number on printed invoice would appear as
ABC-1010 ? Just a thought.
I vote for that – especially if each customer code had its own series of consecutive invoice numbers (e.g., ABC-1001 would be followed by ABC-1002, even if XYZ-1001 came in between).
@lubos that a an excellent idea, looking at how it will make searches easier, but numbering all invoices as suggested above by @Jon is not a good idea.
Invoice numbering sequence must be for all invoices of that kind.
I respectfully disagree. Please see the discussion here, but the basic point is that there should be some way to hide from customers how many invoices I’ve issued to other customers between any two of that customer’s invoices. Having a separate series of numbers for each customer (prefixed with each customer’s code) would solve this.
Obviously, users have different desires. Some would like a customer code or account number to precede an invoice number but still have autonumbering capability. Others need a single sequence of invoices, possibly requiring that to support audits. Some of these users would be happy if Manager had default, single-sequence autonumbering that switched to customer-coded autonumbering if customer codes were used.
The problem with that is that users who have not made themselves known on this topic may be using customer codes for something entirely different, yet wish to have a single sequence of invoice numbers. So if something is going to be implemented along the lines that @lubos mentioned, it must be optional. There is no point in alienating one group of users to accommodate another. The program is already complex enough that changes rooted in hard logic (as opposed to individual preference) are almost certain to raise objections from some. We’ve already seen that with changes to how item codes and default invoice quantities are handled.
A question I have is whether other accounting packages have autonumbering schemes any more sophisticated than Manager’s. I’ve used some extremely elaborate ERP/accounting systems with no flexibility in that regard at all. Everything was numbered in a completely rigid fashion. There was definitely no provision for such things as have been mentioned in the forum, such as building date codes into invoice numbers, or camouflaging the number of invoices issued. All you could do was set a starting number if you were converting from another system.
My personal suggestion is to leave as is and allow users to implement their schemes by overwriting the automatically assigned numbers.
Say a customer has multiply invoice for the billing period and they make a bulk payment for cover all outstanding usually you ask for them to us a given reference. In Manager where is this available? By adding the customer code to both Invoice and Statements this could be used as this reference.
Personal I’m not sure about having it as a prefix to the Invoice number.
Normally, when paying an invoice, the appropriate reference is the invoice number. Also, if the receipt is allocated to
Customer credits, Manager will automatically apply it against open invoices of that customer without the need for any reference.