Articles on: Getting started with Sonas

How to use the Customer Code

The Customer Code feature in Sonas helps you track and identify clients, especially repeat customers. It’s also essential when integrating with external systems like Sage 50, or exporting to other accounting systems, ensuring data is matched correctly on export.

This guide explains what the Customer Code is, where to enter it, and how it’s used in financial exports.

What Is the Customer Code?

The Customer Code is a unique identifier that can be assigned to each client or organisation in Sonas. It typically mirrors the account code used in your external accounting system. This is not required with the Xero integration.

⚠️ The Customer Code is different from the Sonas Reference Code, which is event-specific. Customer Codes remain the same for each client across all events.

Using Customer Codes are included on financial record exports to ensure that exported financial data is correctly attributed to the right customer during import into accounting platforms like Sage.

Making Customer Codes Mandatory

Customer Codes can be made mandatory in your Sonas workflow:

Go to Venue Configuration to enable this setting

Once enabled, the code becomes a required field during event pre-confirmation.

Where to Add or Edit a Customer Code

You can enter or update a Customer Code in two ways:

Option 1: From the People Section of an Event

Go to the People section within the event

Select the customer you wish to edit

Enter the Customer Code in the appropriate field

Click Save

Option 2: During the Pre-Confirmation Process

In Step 1 of the 4-step Pre-Confirmation Wizard, enter the Customer Code for the client

If mandatory settings are enabled, this step must be completed before proceeding

Tip: Using Customer Codes with External Accounting Systems (i.e. Sage 50)

If you're exporting to external accounting software, we recommend the following workflow:

Make the Customer Code mandatory for your venue.

Create the new customer in you accounting software first, before your pre-confirm the event — this generates the correct code

Add that code into Sonas during Step 1 of the pre-confirmation process

This ensures the code pulls through into your export file, allowing your accounting system to correctly associate the financial data with the right customer account

Best Practices

Always create the customer in your accounting software first to generate a valid code before confirming the event in Sonas

Ensure each client in Sonas has a Customer Code that aligns with their information in your accounting software

Double-check spelling and formatting — even small errors may prevent accounting systems from matching the data correctly

Need Help?

If you're unsure how to align Customer Codes with your accounting setup, speak to your bookkeeper or accountant.