Invoicer.ai offers an AI invoice generator that allows you to create invoices and estimates by chatting (prompting) with it. Read on to learn how.
Enabling the chat interface
The first thing you need to do to get started is to click the AI Assistant icon in the header to open the chat interface:
When you do this you will see the chat interface slide out from the left, on large screens, or from the bottom if you are on a mobile device.
Chatting with the AI Assistant
From the chat interface you can type into the chat box to ask it questions or tell it to perform actions.
In the screenshot below you can see the prompts that were entered and the responses from the AI:
1. Create an invoice for the client
2. Add line items for different services and costs with rates, hours, and taxes
3. Add descriptions to the line items
What can the AI Assistant do?
Actions
You might be wondering what the AI Assistant can do. Right now, the assistant can perform the following actions:
Create and edit clients
Pick existing clients
Update your account information
Create and edit line items
Pick existing items
Edit issued and due dates
Edit the currency
Edit the PDF language
Edit the invoice number
Edit the reference number
Add discounts
Add deposits
Add payments
Add and edit tax
Pick existing tax
Add and edit shipping cost
Edit notes
Edit terms
Edit color
Information
In addition to the actions above, the AI Assistant can also query your account data to provide useful information, like "Which clients have outstanding invoices?"
What can't the AI Assistant do?
There are limitations to what the assistant can do. At this time, the assistant can't perform the following actions:
Send documents
Create documents from an uploaded document
Enable and edit reminders
Add attachments to documents
Change the PDF template
Example prompts
Below are some example prompts you can ask the AI:
Invoice creation
“Create a new invoice for Susan White.”
“Add a 10% discount and $25 shipping.”
“Change the due date to October 15.”
Clients and items
“Add a new client called Apex Builders.”
“Add an existing item called Website Hosting.”
"Add line items for interior painting $50/hour for 10 hours and exterior painting $50/hour for 15 hours."
Payments and tax
“Add a $250 payment to invoice INV-101.”
“Add 5% GST to the current invoice.”
Information and summaries
“Which clients haven’t paid yet?”
“Show me invoices due this week.”
“What’s my total revenue this month?”