Objective

If you have an invoice that needs to be published to a supplier/customer account not yet set up in your accounting software, AutoEntry gives you the option to creafe the contact on the invoice. This article will go through the steps required to do this.

Applies To

  • Purchase invoices

  • Sales invoices

Procedure

Once the relevant invoice has finished processing and has reached your Inbox, please do the following:

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

  2. A pop-up window will appear asking for the contact's details. AutoEntry creates this contact in your accounts package and publishes the invoice to it. There is no requirement to set up a new supplier or customer in your accounts package first! Please note: the 'Name' field has a limit of 30 characters.

Additional Information

  • If you are receiving a 'Failed to create contact' error after completing these steps, please click here.

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