AutoEntry by Sage

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 create a contact on the invoice.

Once the relevant invoice has <a href="https://help.autoentry.com/en/articles/1313005-how-long-does-processing-take" rel="nofollow noopener noreferrer" target="_blank">finished processing</a> and has reached your Inbox:

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

A pop-up window will appear asking for the contact's details. Once these are filled in, AutoEntry creates this contact in your accounting software and publishes the invoice to it. Please note: the 'Name' field has a limit of 30 characters.

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. Once these are filled in, AutoEntry creates this contact in your accounting software and publishes the invoice to it. Please note: the 'Name' field has a limit of 30 characters.

If you are receiving a Failed to create contact error after completing these steps, please click <a href="https://help.autoentry.com/en/articles/4661876-error-failed-to-create-contact" rel="nofollow noopener noreferrer" target="_blank">here</a>.

- If you are receiving a Failed to create contact error after completing these steps, please click <a href="https://help.autoentry.com/en/articles/4661876-error-failed-to-create-contact" rel="nofollow noopener noreferrer" target="_blank">here</a>.

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

How do I create a contact?

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