AI Search Examples
See how easy it is to create customers, items, and invoices using natural language commands.
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💬 You type:
✓ Result:
✓ Customer created successfully!
ABC LTD
20 High Street, Lowestoft, East Suffolk
abc@abc.co.uk • 01234 111 222
20 AI Search Examples
Try these commands to see the power of AI-driven invoicing
⚠️ Important: Customers must be created first, then items, before invoices can be created.
Step 1: Create Customers
"create customer ABC LTD, 20 High Street, Lowestoft, East Suffolk, abc@abc.co.uk, 01234 111 222"
What happens: Creates a new customer with full address and contact details.
"add customer Tech Solutions Ltd, email info@techsolutions.com, phone 020 7946 0958"
What happens: Creates a customer with company name, email, and phone number.
"new customer Sarah Johnson, 15 Park Lane, Manchester, M1 4BT, sarah@example.com"
What happens: Creates a customer with name, address, postcode, and email.
"create customer Digital Dynamics, Basingstoke, Hampshire, hello@digital.com"
What happens: Creates a customer with company name, town, county, and email.
"add customer Smith & Associates, contact@smith.com, 01234 567 890"
What happens: Creates a customer with company name, email, and phone number.
Step 2: Create Items/Products
"add item website design £800"
What happens: Creates a product/service called "Website Design" priced at £800.
"create item consulting hourly rate £75 per hour"
What happens: Creates a "Consulting Hourly Rate" item at £75/hour.
"new item widget cheap £15 with VAT as product"
What happens: Creates a product "Widget Cheap" at £15 with VAT included.
"add item SKU 101 premium widget £25"
What happens: Creates a "Premium Widget" with SKU code 101 at £25.
"create item monthly retainer £500"
What happens: Creates a "Monthly Retainer" service item at £500.
Step 3: Create Invoices
"create invoice for ABC LTD, items 101, 102"
What happens: Creates an invoice for ABC LTD with products SKU 101 and 102.
Prerequisites: Customer "ABC LTD" and items with SKU 101 and 102 must exist.
"invoice for Tech Solutions Ltd, 3 hours consulting at £75 per hour"
What happens: Creates an invoice for 3 hours of consulting (£225 total).
Prerequisites: Customer "Tech Solutions Ltd" must exist.
"new invoice Sarah Johnson, website design"
What happens: Creates an invoice for Sarah Johnson with the "Website Design" item.
Prerequisites: Customer "Sarah Johnson" and item "Website Design" must exist.
"create invoice Digital Dynamics, monthly retainer"
What happens: Creates an invoice for Digital Dynamics with the "Monthly Retainer" item.
Prerequisites: Customer "Digital Dynamics" and item "Monthly Retainer" must exist.
"invoice Smith & Associates, 5 widgets at £15 each"
What happens: Creates an invoice for 5 widgets (£75 total).
Prerequisites: Customer "Smith & Associates" must exist.
"create invoice for ABC LTD, 10 hours at £100 per hour"
What happens: Creates an invoice for 10 hours of work (£1,000 total).
Prerequisites: Customer "ABC LTD" must exist.
"invoice Tech Solutions, website design plus 2 hours consulting"
What happens: Creates an invoice with multiple items: website design and 2 hours consulting.
Prerequisites: Customer "Tech Solutions" and relevant items must exist.
"new invoice for Sarah Johnson, 1 premium widget"
What happens: Creates an invoice for 1 premium widget.
Prerequisites: Customer "Sarah Johnson" and item "Premium Widget" must exist.
"create invoice Digital Dynamics, 20 widgets"
What happens: Creates an invoice for 20 widgets.
Prerequisites: Customer "Digital Dynamics" and a widget item must exist.
"invoice for Smith & Associates, consulting and monthly retainer"
What happens: Creates an invoice with both consulting and monthly retainer items.
Prerequisites: Customer "Smith & Associates" and both items must exist.
💡 Pro Tips
Natural Language
You don't need to use exact syntax. The AI understands variations like "add", "create", "new", etc.
Follow the Order
Always create customers first, then items, before creating invoices that reference them.
Use SKU Codes
Assign SKU codes to items for quick reference when creating invoices.
Voice or Text
All these commands work with both voice input and typed text.
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