Customer - Account number

Customer account number is a unique set of numbers assigned to each customers.

Customer account number is a unique set of numbers assigned to each customers.

You will be able to enter this upon new customer creation or you can go to your Customer switchboard》 Edit Customer 》edit 》 Company info, for existing Customers.

Customer Account numbers will allow you to mass update your customer list through excel import without the risk of duplication. As long as the account number exists in Advancepro, it will update that corresponding customer.

You can set account numbers to be generated automatically when you create new customers by setting the Customer account starting number from Admin switchboard > site settings> General Settings.