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Create and revise invoice text with AI

When you bill a large number of entries, your invoice should still be clear and easy to understand. AI assistance helps you create a description for each invoice item from the underlying entries. This also works with grouped entries. You can also have existing invoice text revised.

Requirements

First, enable "AI-supported features". You can find instructions on enabling and managing AI features, as well as information on data processing, here.

Create invoice text from entries

  1. Open invoice creation: Create an invoice using your reports builder.
  2. Select an invoice item: Open the item you want via "Edit position".
  3. Generate a description: Click "Create with AI". The AI summarizes the entries on which the item is based into a clear description.
  4. Review and save the suggestion: Read the suggested text and save it when you are happy with it. The text is only transferred to the partner app when you save.

Revise existing invoice text

If a description already exists, open the relevant invoice item via "Edit item" and click "Revise with AI".

The AI helps you make the existing text easier to understand. Review the result before saving. Here, too, the text is only transferred to the partner app when you save.

What is taken into account when creating and revising text?

The AI uses the existing information as the basis for the description. Hours and amounts remain unchanged. No co-workers are named in the generated item description.

The assistance therefore relates to the wording of your invoice text. You decide which suggestion to accept.