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

1. Open the Moon Invoice app.
2. Go to the Customer or Vendor module from the left menu.
3. To create or update a contact

• Click the (+) Add button to create a new contact, or
• Open any existing contact record.

4. Click the Create with AI button at the top of the contact screen.
5. A side panel will open. Paste your contact details or upload a visiting card in the input box.
6. Click on the Send button.
7. Now, click on Apply Changes button. 
8. 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

9. Review the details and click the Save button.

Note

• Always review the generated details before saving.