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Edit the supplier or customer name on invoices

How to update the contact name in AutoEntry.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated this week

After you upload an invoice, it's possible for the customer name or supplier name to come through incorrectly following extraction. If there’s such a mix-up, you can now edit this field directly and correct the supplier or customer accounts.

📎NOTE: Editing the name will automatically send feedback to the processing team for analysis.

  1. Go to the Purchase or Sales Inbox.

  2. Click View to open the invoice.

  3. Click Edit Supplier Name or Edit Customer Name under the current contact name.

  4. Enter the correct name in the panel to the right.

  5. Click Save to apply the changes.

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