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.

How do I create a contact?

Once the relevant invoice has finished processing and has reached your Inbox:

  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.

Related Articles

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

Last edited:

Nov 17, 2022, 10:20 AM

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