AI Invoice Maker User Guide

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

Quick Actions

• New Invoice — My Company → Client
• AI Invoice Assistant — Describe → draft → preview
• Record Vendor Invoice — Vendor → My Company
• 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 outgoing PDF invoices. Set up before your first invoice.

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.

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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. On Create Invoice, pick the bank under Receive Payment To or vendor bank fields.

Build invoices with a live preview panel on the right.

1. Open Create Invoice (sidebar or + New Invoice).
2. Choose direction: My Company → Client or Vendor → My Company.
3. Pick a PDF Template and fill invoice number, dates, status.
4. Confirm From details, then add client, items, and preview.

Bill To / From fields change based on invoice direction.

Outgoing — My Company → Client

1. Enter client name, address, contact under Bill To.
2. Tap Saved ▾ for saved clients.
3. Toggle Save client for future use.

Incoming — Vendor → My Company

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

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.

Add an optional Footer Note before previewing.

15 PDF templates on Create Invoice — live preview updates on switch.

1. Open PDF Template on Create Invoice.
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.

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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.

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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.

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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.

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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.

Folders: AI Invoice Maker/[Company]/[Bank]/Incoming|Outgoing/

Branding and defaults for the active company.

• Company Info — profile fields and defaults
• Company Logo — outgoing PDF header
• Company Stamp — outgoing invoices

Switch companies in the sidebar before editing another profile.

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Install for quick access and offline use after first load.