Adam, your AI accountant, simplifies the process of creating invoices by allowing you to describe them in your own words. Instead of manually filling out invoice fields, simply provide a clear, written prompt, and Adam will handle the rest.
Step-by-Step Guide
Follow these steps to add invoices using prompts:
Log in, then click More in the top navigation.
From the dropdown, hover over Revenue, then select Invoices from the flyout menu.
On the Invoices page, click Create Invoices at the top right.
From the dropdown, select Ask Adam .
Enter Your Invoice Description
A modal will appear asking you to describe the invoice. Just type your invoice details in a clear, natural language format.
Example Prompt: “Create an invoice for ₦120,000 to Kingsley Enterprises for 10 cartons of detergent, due in 15 days.”Send the Prompt
After entering your description, click the Submit button.
Adam Processes the Prompt
Adam will analyze your prompt, extract key invoice details (amount, customer, item, due date, etc.), and automatically generate the invoice.Check Your Invoice Table
Once the prompt is processed, your new invoice will be added to the Invoice Table. You can review and edit it as needed to ensure accuracy.