Change a sales contact/debtor number

You can change the number of a sales contact/debtor.

Note:

This is only possible if you are using a separate numbering system for the sales contacts/debtors. In the environment properties, if you have specified that the numbering of the sales contacts must be identical to the numbering of the organisation/person, you cannot use the Change debtor number action. However, you can run the Synchronise debtor number with organisation/person action so that the numbering of sales contacts is identical to that of the linked organisation/person.

To change the code of a sales contact/debtor:

  1. Go to: Financial / Debtor / Debtor.
  2. Select the sales contact.
  3. Click on the action: Change debtor number.
  4. Enter a value in New debtor number.
  5. Click on: Finish.

Directly to

  1. Debtor
  2. Configuration
  3. Add a new debtor
  4. Merge debtors
  5. Import debtors and creditors
  6. Change a code
  7. Debtor monitoring
  8. Forecast of income/expenses
  9. View the turnover for a sales contact/debtor