Hello,
I would like to know if it is possible to automatically assign an account ref when a quote or estimate are converted to an invoice…we are currently manually assigning the account ref at the moment in sequential order is 10001, 10002, 10003 etc
Are you referring to purchase reference? Account references are assigned to clients rather than invoices? The answer either way unfortunately will be no. Purchase references are issued by clients so shouldn’t be automatically generated, account references for new clients aren’t generated automatically, they are a non-mandatory field.
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