AI Invoice Maker User Guide

Your home screen in app.html — stats and shortcuts for the active company.

Quick Actions

• New Document — choose Invoice, Quote, Estimate, Proforma Invoice, Receipt, or Purchase Bill
• AI Invoice Assistant — Describe → draft → preview
• Purchase Bill — Vendor → My Company (record vendor bills)
• Manage Banks — Add or switch accounts
• Backup to Drive — Active company → Drive

Open via sidebar → Home. Recent invoices link to full History.

Company details appear on sales-side PDFs (My Company → Client). Set up before your first document.

1. Open Settings in the sidebar.
2. Fill Company Info: name, address, email, phone, TRN/VAT, currency, prefix, payment days, footer, default template.
3. Upload Company Logo (PNG/JPG, max 2MB).
4. Optionally upload Company Stamp (PNG, transparent).

Multiple company profiles — each with isolated settings, banks, clients, and history.

Create a company

1. Use the company selector in the sidebar footer.
2. Tap + → Add Company.
3. Enter name, address, email, phone, optional TRN → Save.
4. Complete Settings and banks for that company.

Switch companies

1. Select another company from the sidebar selector.
2. App loads that company's isolated data.

Bank accounts appear in the payment section of your PDF invoices.

1. Open Bank Accounts → + Add Bank.
2. Enter bank name, account title, number, IBAN, SWIFT.
3. When creating a document, pick the bank under Receive Payment To or vendor bank fields.

Build any of the six core document types with a live preview panel on the right. (Screenshots may still show older invoice-centric labels — the current app uses document-type selection.)

1. Open Create from the sidebar (or a New Document / New Invoice shortcut).
2. Choose a document type: Invoice, Quote, Estimate, Proforma Invoice, Receipt, or Purchase Bill.
3. Sales types use My Company → Client. Purchase Bill uses Vendor → My Company.
4. Pick a PDF Template and fill number, dates, and status (each type has its own numbering prefix defaults such as INV-, QUO-, EST-, PRO-, REC-, BILL-).
5. Confirm From / party details, then add line items and preview.

Six core document types

• Invoice — My Company → Client
• Quote — My Company → Client
• Estimate — My Company → Client
• Proforma Invoice — My Company → Client
• Receipt — My Company → Client
• Purchase Bill — Vendor → My Company

Bill To / From fields change based on document type and party direction.

Sales documents — My Company → Client

1. Used for Invoice, Quote, Estimate, Proforma Invoice, and Receipt.
2. Enter client name, address, contact under Bill To.
3. Tap Saved ▾ for saved clients.
4. Toggle Save client for future use.

Purchase Bill — Vendor → My Company

1. Enter vendor details under From (Vendor).
2. Use Saved ▾ and Save vendor for future use when needed.

More detail on vendor bills: Purchase Bill Generator.

Line items and totals — manual entry or Smart Auto-Fill.

Manual items

1. Tap + Add Item → description, qty, unit price.
2. Check the Total at the bottom.

Smart Auto-Fill

1. Enter target amount → adjust line count → tap ⚡ Generate.

Smart Auto-Fill uses the built-in IT service catalog to create varied line items for the target amount. It is separate from the AI Invoice Assistant. Add an optional Footer Note before previewing.

15 PDF templates on the create screen — live preview updates on switch.

1. Open PDF Template on the create screen.
2. Tap a thumbnail → check Live Preview.
3. Set Default Template in Settings for new invoices.

Review layout and totals before exporting.

1. Watch Live Preview update as you type.
2. Tap 👁 Preview Invoice or Preview & Actions.
3. Verify company, client, items, bank details, and footer.

PDFs generate on your device — no upload required.

1. Open preview → tap Download.
2. Share via your device's share sheet, or download from History.

Email the PDF directly from the app.

1. Tap Send Invoice on Create Invoice, History, or AI drafts.
2. Enter recipient email → optionally Send copy to me.
3. Verify address → send.

Invoices save on-device. History helps you find and manage them.

1. Open History in the sidebar.
2. Search by #, client, vendor, amount, or notes.
3. Filter by direction, status, template, or dates.
4. Row actions: download, share, email, update status.

AI drafts save to AI History from the AI Invoice Assistant.

Built into app.html — sidebar or Dashboard quick action. Part of the main workflow.

1. Open AI Invoice Assistant from the sidebar.
2. Chat & Draft — describe your invoice → tap Send.
3. Refine with follow-ups → review the draft card.
4. Preview, download PDF, email, or save to AI History.

Saved clients and vendors for faster repeat invoicing.

1. Open Clients & Vendors in the sidebar.
2. Add or edit client and vendor profiles.
3. On Create Invoice, use Saved ▾ to auto-fill.

Sync data and PDFs to Google Drive, organized by company and bank.

1. Backup & Drive → Connect Google Drive.
2. Backup Company to Drive / Sync Company PDFs / Restore.
3. Complete Backup to Drive for all companies + AI workspace.
4. Local JSON: Backup Company / Complete Backup.

New PDF uploads: AI Invoice Maker/[Company]/[Bank]/Invoices|Quotes|Estimates|Proforma Invoices|Receipts|Purchase Bills/. Legacy Incoming/, Outgoing/, Sales Documents/, and Purchase Documents/ folders may still be discovered for compatibility — they are not the structure for new uploads.

Branding and defaults for the active company.

• Company Info — profile fields and defaults
• Company Logo — sales-side (My Company → Client) PDF header
• Company Stamp — sales-side (My Company → Client) documents

Switch companies in the sidebar before editing another profile.

Install for quick access and offline use after first load.