Update an Existing Customer's Short Code

Once a customer has been added to your software, and their short code has been selected, their currency cannot be changed. This restriction has been implemented by design.

Short Code Rules

Short Code Update Workaround

How to Update a Customer's Short Code

Short Code Rules

The reason your customer's short code cannot be changed is that this is the code your system uses to recognize this customer and associate them with Orders and Invoices.

At this time, our road map does not include any changes to the way this part of the software works. This is mainly due to the errors it would create within your system.

Short Code Update Workaround

However, the following  workaround will allow you to change your Customer's short code within your system. This may impact previous Orders for this Customer, and we do not recommend changing this information unless absolutely necessary.

However, if you do need to adjust this information for a Customer, follow the steps below.

How to Update a Customer's Short Code

Follow the steps below to update a Customer's short code:

1. Add the existing Customer again as a new Customer using this article:
   Add a new Customer
2. When adding them as a new Customer, make sure to enter the updated short code
3. To remove the original Customer from your system, follow the steps in this article regarding how to deactivate an existing Customer:
   Update an Existing Customer