Changing Customer ID or Customer Name

While you can change the customer id and/or customer name in TCR without losing the association to any jobs or invoices, there are a few things to consider first:

  • Once the customer id or name is changed, any reprinting of reports, tickets, invoices, etc. will now have the current information.
  • It is suggested that you make a note on the customer record as to when you made the change and the reason for the change.
  • Most important though is to check with your accounting department to see if they are doing the same or did they have to create a new customer.  You should match what approach they decided to make so the invoices will continue to export properly.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk