Invoicer has an AI Assistant that can both answer questions about your account and take action for you by creating invoices, editing estimates, recording payments, and more. It's designed to handle everything from a quick lookup to a complex, multi-step request in a single prompt.
In this guide, we'll walk you through how to use the AI Assistant effectively.
What the AI Assistant Can Do for You
Answer questions about your data
Look up clients, invoices, estimates, items, and expenses
Filter by status, date range, client, or keyword
Summarize financial performance to help you make informed decisions\
Create records for you in bulk
Create up to 50 invoices, estimates, clients, or items in a single request
Record payments across up to 20 invoices at once
Edit invoices and estimates while you're in the editor
Add, update, or remove line items, taxes, discounts, deposits, shipping costs, and payments
Change the client, currency, language, dates, notes, terms, colors, and document numbers
Pick an existing client or create a new one on the spot
Manage clients, items, and company info
Update items in your library (name, price, taxable)
Add or update client shipping locations
Update your company details (name, address, phone, country)
Handle complex, multi-step prompts
Describe everything you need in one message — the Assistant runs the actions in parallel rather than one at a time
If you change your mind, ask it to undo and it will infer your most recent actions and reverse them
How to Use the AI Assistant
Step 1: Access the AI Assistant
The AI Assistant is built into your Invoicer.ai dashboard. To can open it from:
The AI Assistant icon in the top right of any page, or
AI Assistant in the left-hand menu, or
Directly from the Dashboard card
Navigate to the Dashboard in Invoicer.ai.
Click the AI Assistant icon in the top right or AI Assistant in the menu.
Step 2: Accept the terms
The Assistant uses AI to process your data and complete your requests. To use it, please consent to the use of your data for AI processing. You can turn this off at any time in your settings. Review the privacy policy for more details.
Step 3: Make a request
Type your request as naturally as possible. The Assistant understands both questions and commands. For example:
"Show me a breakdown of unpaid invoices."
"Create an invoice for Acme Corp for 10 hours of design work at $120/hr."
"Mark invoices INV-0042, INV-0043, and INV-0045 as paid today."
"Add these five new clients from my trade show list…"
The AI Assistant will ask for clarification only when it truly needs more detail. Otherwise, it gets to work.
Step 4: Review the Results
When you've asked a question, the Assistant returns the data in seconds. When you've asked it to take action, you'll see the changes applied directly to your invoice, estimate, client, or item, and a summary in the chat.
If you need to refine, just keep the conversation going.
Step 5: Start a new chat
The AI Assistant remembers your previous messages in the current chat. To keep token usage down, or to start a fresh line of questioning, click the new chat icon above the prompt box:
Common Questions You Can Ask
Here are some examples of prompts to help you get started:
"Which invoices are overdue?"
"Show invoices for Client ABC this year."
"What is the outstanding balance for Client XYZ?"
"Break down expenses by category for this quarter."
"Which clients have generated the most revenue in the past 12 months?"
Create in bulk
"Create monthly retainer invoices for my top 5 clients."
"Add these 10 items to my catalog: [paste list]."
"Create estimates for the three prospects I met last week."
Edit the invoice or estimate you have open
"Add 3 hours of consulting at $150/hr."
"Apply a 10% loyalty discount."
"Change the currency to EUR and the language to French."
"Set the due date to Net 30."
"Add a $500 deposit and a 13% HST tax."
Record payments across invoices
"Record full payment on INV-0101 and INV-0104 dated today."
"Add a $250 partial payment to INV-0088."
The AI Assistant handles simple and complex requests alike, so you can save time and skip the manual clicks.
Tips for Best Results
Be specific. Include details like dates, client names, amounts, or invoice statuses.
Batch your requests. Instead of issuing one command at a time, describe everything you want in a single message. The Assistant is built to run steps in parallel.
Use natural language. "Show me revenue last quarter" works just as well as a structured query.
Ask follow-ups. Refine or drill deeper without restating everything.
Ask it to undo. If you change your mind, say so. The Assistant will infer and reverse the most recent actions.
Working Across Invoicer
The AI Assistant knows where you are. When you're in the invoice editor, it can edit that invoice. When you're on the dashboard or a list page, it can create new records or record payments across multiple invoices. It also integrates with the Expense Manager, so you can pull up recent transactions, view categorized expenses, and track spending trends, all through the chat.
What It Can't Do
A few things are intentionally off-limits:
It can't change the status of an invoice or estimate, or your company email address.
It can't send invoices or estimates. You'll do that from the Send button on the document itself.
It can only see data inside your own account.
Try the AI Assistant Today
The AI Assistant is available on all paid plans. Usage limits apply based on your plan, and you can upgrade for more capacity if you need it.
With instant answers, bulk creation, in-editor edits, and multi-step automation, the AI Assistant is designed to help you run your business more efficiently.
Try the Invoicer AI Assistant today!
Have feedback? We’d love to hear from you—reach out to us through the chat.