Give AI Assistant the work details to prepare an unsent invoice or estimate for review.
1. Select the business
Choose the correct business, then open the chat launcher and select AI Assistant. The customer must already exist.
2. Give the draft details
Name the customer and document type. Include items, quantities, prices, currency, taxes, and dates. For example: “Draft an invoice for Maple Paper Co. for 3 design hours at 60 USD per hour, due in 14 days.”
3. Review the action card
Check the exact customer, currency, document number, design, dates, lines, taxes, and total. Request a correction if anything is missing.
4. Confirm and open
As the account owner, choose Confirm. Open the saved draft under Invoicing → Invoices or Estimates.
5. Preview before sending
Save any final changes, preview the customer copy, and send it separately when ready.