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How to Create an Invoice with the AI Invoice Generator

Learn how to use Invoicer's AI invoice generator to create and edit invoices

Written by Invoicer
Updated this week

Invoicer.ai offers an AI invoice generator that lets you create invoices and estimates by chatting with it. You can build a single invoice line-by-line, or describe a whole batch in one message and let the Assistant do the rest.


Opening the chat interface

Click the AI Assistant icon in the header or menu to open the chat interface. The chat slides out from the left on large screens, or from the bottom on mobile.

You can also enter a prompt directly from the dashboard input box:

AI assistant input box on dashboard

Chatting with the AI Assistant

Type into the chat box to ask questions or tell it to perform actions. You can give it one instruction at a time, or stack everything into a single prompt. The Assistant runs the steps in parallel rather than waiting between each one.
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The AI assistant prompts and responses

Create invoices from anywhere

You don't have to be inside the invoice editor to create an invoice. From the dashboard or any list page, you can ask the Assistant to create one invoice, or up to 50 at once. This is handy for monthly retainers, recurring billings, or rolling out invoices after an event.

Once the invoice is open in the editor, the Assistant gains a fuller toolkit for editing that specific document (items, taxes, discounts, deposits, shipping, payments, dates, currency, and more).


What can the AI Assistant do?

Create in bulk

  • Create up to 50 invoices at a time

  • Create up to 50 estimates at a time

  • Create or update up to 50 clients at a time

  • Create up to 50 items in your library at a time

  • Record payments on up to 20 invoices at a time

Edit the invoice you have open

  • Create, edit, and pick existing clients

  • Create, edit, and pick existing line items

  • Edit the issue and due dates

  • Edit the currency

  • Edit the PDF language

  • Edit the invoice number and reference number

  • Add, update, or remove discounts, deposits, and shipping costs

  • Add, update, or remove payments

  • Add, edit, or pick existing tax

  • Edit notes, terms, and color

Manage your account

  • Update your company information (name, address, phone, country)

  • Update items in your item library

  • Add and update client shipping locations

Answer questions about your data

  • Look up invoices, estimates, clients, items, and expenses

  • Filter by status, client, date range, or keyword

  • Summarize revenue, spending, and outstanding balances

Handle complex, multi-step prompts

  • Describe everything you want in a single message and the Assistant will execute the actions together

  • Ask it to undo and it will infer your most recent actions and reverse them


What can't the AI Assistant do?

There are still a few things the Assistant can't do:

  • Send invoices or estimates (use the Send button on the document)

  • Change the status of an invoice or estimate

  • Create documents from an uploaded file

  • Enable or edit reminders

  • Add attachments to documents

  • Change the PDF template

  • Change your company/from email address


Example prompts

Single invoice

  • "Create a new invoice for Susan White."

  • "Add a 10% discount and $25 shipping."

  • "Change the due date to October 15."

  • "Add line items for interior painting $50/hour for 10 hours and exterior painting $50/hour for 15 hours."

Bulk creation

  • "Create monthly invoices for my top 5 clients at $1,500 each."

  • "Create estimates for the three prospects I met last week."

  • "Add these 10 new clients from my trade show list."

  • "Add these 20 items to my catalog."

Clients and items

  • "Add a new client called Apex Builders."

  • "Add an existing item called Website Hosting to this invoice."

Payments and tax

  • "Add a $250 payment to invoice INV-101."

  • "Mark INV-0042, INV-0043, and INV-0045 as paid today."

  • "Add 5% GST to the current invoice."

Multi-step

  • "Create an invoice for Acme Corp with 3 line items: Logo Design $500, Brand Guidelines $1,200, and Social Kit $800. Then apply 13% HST and a 5% loyalty discount, and set the due date to Net 30."
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    Multi-step prompt and response

Information and summaries

  • "Which clients haven't paid yet?"

  • "Show me invoices due this week."

  • "What's my total revenue this month?"


Tips for best results

  • Be specific. Include names, dates, amounts, and quantities.

  • Batch your requests. Describe everything you want in one message. The Assistant is built for it.

  • Use natural language. "Show me revenue last quarter" works just as well as a structured query.

  • Ask it to undo if you change your mind. No need to manually reverse each step.

Ready to try it?

Open the AI Assistant and send your first prompt.

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