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Create a contact on an invoice
Create a contact on an invoice

How to post an invoice to a supplier/customer not currently set up in your accounts package.

Oliver Cook avatar
Written by Oliver Cook
Updated over 11 months ago

If you have an invoice to publish to a supplier/customer account not yet set up in your accounting software, you have the option in AutoEntry to create a contact on the invoice.

  1. Click on the supplier/customer account drop-down menu and select Add Contact.

  2. A pop-up window appears to provide the contact details. Once you enter these, AutoEntry creates this contact in your accounting software and publishes the invoice to it.

    📎NOTE: The 'Name' field has a 30-character limit.


📎NOTE: Receiving a 'Failed to create contact error' after completing these steps?

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