You can quickly create & import details for the Customer and Vendor modules using the AI feature in Moon Invoice. Simply upload a visiting card or paste customer details, and the AI will automatically detect and fill in the customer details.
Steps to Use the AI-based Contact Creation & Import Feature
- Open the Moon Invoice app.
- Go to the Customer or Vendor module from the left menu.
- To create or update a contact
- Click the (+) Add button to create a new contact, or
- Open any existing contact record.
- Click the Create with AI button at the top of the contact screen.
- A side panel will open. Paste your contact details or upload a visiting card in the input box.
- Click on the Send button.
- Now, click on Apply Changes button.
- The AI will automatically detect and fill contact details such as:
- Customer/Vendor first name and last name.
- Company Name
- Email ID
- Mobile Number
- Address
- Review the details and click the Save button.
Note
- Always review the generated details before saving.
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