I would like to stop creation of duplicate accounts based upon ID Number (or client/account). Is there any way to stop the creation of duplicates?
Cheers
Ben
If you enable the client number on /settings/invoice_settings#client_number it will force the id number to be unique.
When a new client is registered via Jotform we copy a key record ID number into the ID Number field in Invoice Ninja. I need to verify when a new submission is received if teh key record ID number exists in Invoice Ninja and create a new client if it does not.
You can use the client’s id number in the app search.
Does that answer your question?
I have fixed the issue using Integromat. Integration does a client search based upon a unique client ID number in Invoice Ninja. If the Client ID is found the new client is dropped by a filtering rule.
Thanks for your help.
Great to hear, thanks for letting us know!