I was wondering if there was a way to allocate a customer to a different sales nominal code . As it stands I have sales nominal codes for Sale of Products and Sale of Services...Is it possible to default a customers invoices to one or the other?
Hello Financialadmin2022, It is not possible to default the nominal codes to a specific customer. You could use the automation pre-fill feature( which can be found in the cog in the top right>account and settings>advanced>automation>prefill forms with previously entered content) which would pre-fill the full invoice with the same details used last time"(code/price etc) It would do it for all sales forms once turned on though.
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