Auto text allows you to link dynamic fields to customer payments, supplier payments, manual customer invoices and journal entries, so that when processing the specified information automatically appears.
This is accessed via Finance > Configuration > Auto text. From here you can select the dynamic field you wish to appear when entering your information such as customer or supplier name, invoice number etc.
This information is linked to the type of entry you intend to process. You can copy from the suggestions on the list located on the right hand side and enter these against your preferred entry types.
Once saved go to for example Payments > New entry > select the entry type for Customer payments, select the customer and then the invoice number and the information will automatically appear….
The same applies to supplier payments …..