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Automate the creation of customers

Maxime avatar
Written by Maxime
Updated over a week ago

To automate the creation of new customers, enable the autocreate customers setting.

  • Go to your Settings

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  • Automation

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  • Enable Autocreate customers and Autonumbering of your customers

  • Choose the starting value and template

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For customers that haven't been saved to your list yet, the OCR pre-populates the customer's information.

To facilitate the sending of future invoices, you can choose a default delivery channel for all new customers:

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This setting will be used for manual creation as well as automatic creation of customers and only applies to new customers, existing customers will not be affected.

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