AI

Create a document Draft with AI

Describe the invoice or estimate in plain language. AI Quick Create proposes a Draft; you review the customer, Brand, currency, lines, amounts, dates and taxes; then you save it. AI never finalizes, sends, records payments or marks anything Paid.

From request to Draft

Plain-language requestProposed DraftYour reviewSaved Draft
  1. Choose Create with AIFrom the dashboard or the new-document menu, when AI is enabled for your Organization.
  2. Describe what you needCustomer, work, amounts, currency, tax and due date in one or two sentences. One request uses one AI action.
  3. Review the proposed DraftIt opens in the normal editor with a banner reminding you it was AI-created. Check every field.
  4. Save the DraftFix anything that is wrong, then save. Finalizing and sending are separate manual steps, exactly as for any Draft.

A concrete example

A request from Clearpath Consulting Pvt. Ltd., an Indian Organization billing in INR.

Request

“Invoice Sunrise Textiles for website redesign INR 50,000 plus 18% GST, annual hosting INR 12,000, due in 14 days.”

Plain-language request · sample
Invoice · DraftAI created this draft. Review it.
Sunrise Textiles Pvt. Ltd. · Clearpath Consulting · INR · due in 14 days
Website redesign50,000.00
Annual hosting12,000.00
GST 18% on 62,000.0011,160.00
Subtotal62,000.00
Tax11,160.00
Total₹73,160.00
Proposed values — confirm whether GST applies to both lines before saving
Why review matters

In this example the request said “plus 18% GST” once. Whether hosting is also taxed at 18% is your decision — the Draft proposes it; you confirm or change it.

Review checklist

CustomerThe right customer record, or a new one created deliberately — not a near-match.
BrandThe Brand this document should be issued under.
CurrencyMatches the customer preference or your intention. Amounts are taken as typed, never converted.
LinesDescriptions, quantities and rates; nothing missing, nothing invented.
AmountsSubtotal, tax and total add up as you expect.
DatesIssue date, due date or validity date.
TaxesThe correct tax profile on each line, exclusive or inclusive as intended.

What AI does and does not do

AI does

  • Propose Draft content from your words.
  • Save nothing until you choose to.

AI does not

  • Finalize or assign numbers.
  • Send documents or emails.
  • Record payments or mark documents Paid.
  • Change issued documents.
  • Replace manual creation — the editor is always available without AI.

AI actions and allowances

Each request that produces a proposed Draft uses one AI action. Allowances belong to the Organization and are shared by all its members.

Paid Organization100 AI actions per month per Organization.
Trial10 AI actions in total for the trial.
AI Boost (optional add-on)+250 actions per month, $5 per month. Available to paid Organizations.
Unused actionsDo not roll over to the next period.

When AI is unavailable

AI can be unavailable because the Organization’s allowance is used up, because the capability is switched off, or because the service cannot respond right now. In every case the manual path is unchanged.

Example notice
AI allowance used for this month.

Your Organization has used its 100 AI actions. You can add AI Boost or continue manually — the editor is the same.

Illustration of the in-app notice · not interactive here

Continue manually opens a blank Draft in the same editor. If a request fails for another reason, nothing is saved and you can try again or create the document manually.

Rewrite, notes and terms

The document editor also offers three smaller AI assists. Each uses 1 AI action and only suggests text: you review it, edit it and choose whether to use it. Nothing is saved or sent by AI.

  • Rewrite description — a clearer version of one line’s description that keeps its facts.
  • Draft notes — a short customer-facing note for the invoice or estimate.
  • Draft terms — a starting draft of terms & conditions. AI drafting is not legal advice.

Common questions

Related topics

Still stuck? Contact Support.

Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.

Contact Support
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