Every customer in NexerIQ gets a customer number. By default NexerIQ assigns them for you — CUST-000001, CUST-000002, and so on — so you never have to think about it. But if your business already has its own numbering style, you can change the pattern to match. Don't worry, it's just one field and a live preview shows you exactly what the next number will look like.

Where to find it

Open Settings → Customers → General and look for the Numbering card. You'll see two fields and a preview line:

• Template — the pattern used to build each customer number.
• Start number — the number the very first customer starts at (usually 1).
• Next: — a live example of the next number, with a short note about how the sequence behaves.

How the template works

A template is just text with a {Counter} placeholder where the running number goes. Everything else is kept exactly as you type it. You can add leading zeros by writing a width after the counter — {Counter:6} means "pad to 6 digits".

• CUST-{Counter:6} → CUST-000001 (the default)
• CUST{Counter:6} → CUST000001 (no dash — the separator is optional)
• {Counter:5} → 00001 (no prefix at all)
• {Year}-{Counter:5} → 2026-00001

Placeholders you can use

• {Counter} — the running number. Add a width for leading zeros, e.g. {Counter:4} → 0001.
• {Year} — the current 4-digit year.
• {Month} and {Day} — the current month and day.

The editor lists the full set, and the Next: preview updates as you type so you can see the result immediately.

What happens when you change the pattern

Changing the template only affects future customers — existing customer numbers never change. A few helpful rules:

• Renaming the fixed text (for example CUST- to ACME-) keeps the running count going — your next number simply gets the new look.
• Adding {Year} makes the sequence restart each year (the preview note will say so).
• The Start number lets you begin at, say, 1000 instead of 1 — handy when moving from another system.

Click Save when the preview looks right.

Letting NexerIQ fill it in

When you add a customer, leave the customer number blank and NexerIQ generates the next one for you automatically. Prefer to set your own on a specific customer? Just type it in — your entry is always respected.

Tip: Keep the {Counter} placeholder in your template — it's what guarantees every customer number is unique. If you remove it, NexerIQ will ask you to add it back.