Customer Identification on Sale Invoices

If your invoice contains “Sold To” or “Client” or “Invoice To”, then we will extract the Name near these keywords, and match it with one of your customers in Xero/MYOB. If we can’t match a customer then we will create a new customer.

If your invoice does NOT contain these keywords, then we will search the top 1/3 of the invoice, looking for a name that matches one of your customer contacts. It is common to have your own organization in your Xero/MYOB contacts and this name will likely appear on the Sales Invoice. To prevent this contact from being chosen you should add your ABN/GST Number to your contact in Xero/MYOB and to your EzzyBills user settings.

Alternatively, for a sale invoice in a PDF file, we search the file meta data for the customer: in the PDF title, extracting the customer name to right of “for”.

(to view meta data of the file opened in Adobe Reader, click File -> Properties)

160710_saleinvoice-meta_edit

note* EzzyBills will only connect to Xero/MYOB to get your customer list once a week, so if you have just added new customer, please click “refresh GL” in your EzzyBills user settings.