AI AssistantUpdated October 5, 2026
Using the AI assistant to draft invoices and quotes
Use plain language to draft invoices and quotes, follow up on overdue invoices, and check time and expenses.
The AI assistant can work with your clients, projects, invoices, quotations, expenses, and time entries using plain-language requests.
Common AI tasks
- Draft invoices and quotes: "Create an invoice for Acme with 4 line items for the website redesign."
- Overdue follow-ups: "List my overdue invoices and send a reminder for the oldest one."
- Time and expenses: "How many billable hours did I log this month?" or "Record a 49 USD software expense."
- Clients and projects: "Create a client called Northwind and an hourly project for them."
Helpful TipBefore anything is sent or deleted, the assistant shows a preview and waits for you to click Confirm. New invoices and quotes are created as drafts.
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