Is there a way to auto-generate account references? (Not purchase reference.)

Whenever I create a new client, I always end up cancelling, going back to find the last account reference and then starting over again incrementing the account reference by one. It would be so much quicker if this was automatic, like invoices, etc.

Hi Harry,

Nice idea. Although I think most people already have a form of ‘customer identification’ in place so they just paste that in. What I would recommend is downloading one of the freely available random sequence generators online and using that to generate a list of account numbers. Then use that to allocate account numbers to your customers.

Although this won’t get around the QF limitations in terms of you having to click out and back in; it does make it easier to manage multiple accounts and ensure there are no duplicates :smile: