Using the AI Invoice Assistant
Let the AI create drafts, find clients, and manage invoices through natural language.
The AI Invoice Assistant lets you create and manage invoices by describing what you need in plain English. No forms, no menus — just type what you want.
What the Assistant Can Do
- Create an invoice draft from a single sentence — line items, client, dates, and totals handled automatically.
- Update any field on an existing draft (client, line items, due date, currency, notes, payment details, and more).
- Finalize an invoice — assigns the permanent invoice number and generates a shareable link.
- Search saved clients by name, email, or company.
- Create a new client if one does not exist yet.
- List invoices filtered by status, client, or date range.
- Create a new business profile with the details you provide.
Starting a Conversation
Click the floating chat button in the bottom-right corner of any page to open the assistant. Type your request in plain English — no special commands or syntax required. The assistant reads your intent and calls the right tools in the background.
Example Prompts
| Goal | Example prompt |
|---|---|
| New invoice | "Invoice Acme Corp for 10 hours of consulting at $150/hr, due in 30 days" |
| Find a client | "Find my client Sarah Johnson" |
| Check outstanding | "Show me all unpaid invoices" |
| Update a draft | "Change the due date on my last draft to June 30" |
| Finalize | "Finalize invoice and give me the shareable link" |
| Recurring | "Set up a monthly $500 retainer for Globex Corp starting June 1" |
Tips for Better Results
Include the client name. If the client is already saved, the assistant finds and links them automatically.
Be specific about amounts and dates. "10 hours at $150" or "$1,500 for logo design, due July 15" gives the assistant everything it needs.
Say "finalize" only when you are ready. Finalizing locks the document and assigns a permanent number — it cannot be undone.
Iterate freely. After a draft is created, ask the assistant to update any part of it: "Add a 10% tax rate" or "Change the description on line 2."
Model Selection
The assistant defaults to GPT-4o for best accuracy. To switch models, open the assistant and use the model selector in the chat toolbar — choose GPT-4o mini for faster, lighter responses.
Limitations & Responsible Use
- Review before sending. AI-generated content is a suggestion — always check the invoice details before sharing with a client.
- No financial or tax advice. The assistant helps you create documents; it does not provide accounting, legal, or tax guidance.
- Keep sensitive data out of the chat. Do not paste full card numbers, passwords, or government ID numbers into the assistant.
See the Privacy Policy for details on how AI messages are handled.