To automate the creation of new customers, enable the autocreate customers setting.
- Go to your Settings
- Enable Autocreate customers and Autonumbering of your customers
- Choose the starting value and template
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:
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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