Fill an invoice by typing it (AI quick entry, Beta)

Type a bill in plain words and InvoBill pre-fills the customer and items for you to review. It never saves on its own.

AI quick entry is a Beta feature. You type a sentence, InvoBill's AI turns it into draft invoice fields, and you check and save. Nothing is saved until you tap Save Invoice yourself.

Your typed text is sent to Claude AI to be read. Do not type anything you would not want processed by an outside AI service. The feature needs an internet connection.

Is it available to you?

Two things must be true. First, the AI feature has been enabled for your account by the InvoBill owner. Second, an administrator has switched it on. If you do not see AI quick entry on the New Invoice screen, one of these is off.

Switch it on or off (administrator)

  1. Go to Settings & Admin > Settings.
  2. Open the System tab.
  3. Find the AI Quick Entry (Beta) switch. When off, AI quick entry is hidden on the New Invoice screen and makes no network calls.

Use it

  1. Go to Sales > Invoices and tap New Invoice.
  2. Find the card AI quick entry with a Beta tag. Tap it to open it.
  3. In the box, describe the bill in plain words, up to 2000 characters. Example: invoice Ramesh Traders, 5 bags cement at 450 each, 18% GST.
  4. Tap Parse with AI. The button spins while it works.
  5. The customer and item lines are filled into the invoice. Notes under the box tell you what the AI could not match.
  6. Check every field: customer, items, quantity, rate, GST. Fix anything wrong with the normal fields.
  7. Tap Save Invoice when you are happy.

The card says Parsed by Claude AI - review before saving. Take that seriously: the AI can misread a name or a number.

If it does not work

  • A red error appears under the box: check your internet and try again, or enter the bill by hand.
  • A customer or item is not filled: it did not match a saved record. Pick it yourself.
  • The box is greyed out: saving is blocked on this invoice, for example it is locked or read-only.