AI business assistant · Workflow
Create an invoice from chat, then review it before use
How to create an invoice from a chat request, check customer and line-item details, and approve the final business document before it is used.
Short answer
Give the customer, line items, quantities, prices, currency and payment terms in chat, and ValueSpace can organise them into an invoice draft for review. It does not make missing tax or payment facts true: the owner checks every commercial detail and explicitly approves any issue, export or send step available in the configured workflow.
Start with the facts the invoice must contain
Name the customer, seller, items or services, quantities, unit prices, currency, dates, payment terms and any required tax treatment. If a required fact is absent or ambiguous, the assistant should ask rather than invent it.
From chat details to a reviewable invoice draft
The assistant structures the supplied facts, calculates transparent totals and prepares a durable file in the Web workspace. You can ask for corrections while the source request and current version remain together.
- Check the legal business names and addresses.
- Reconcile each line item, rate, quantity, discount and total.
- Confirm currency, tax treatment, invoice date, due date and payment instructions.
Review before the invoice leaves the workspace
Reading supplied or connected source data is read-only. Preparing and revising the draft can happen automatically from the facts you provide. Issuing, exporting to a connected financial record or sending the invoice is approval-required and only available where that action has been configured.
ValueSpace
Business work, clearly controlled
Prerequisites, automatic work and limitations
A correct invoice depends on current seller details, customer details, numbering rules, tax rules and payment terms supplied or connected by the business. ValueSpace can organise and calculate the draft automatically, but tax compliance, accounting treatment and the final commercial commitment remain the business owner's responsibility.
How this works in ValueSpace
The draft stays connected to the facts supplied in the conversation. Request a correction, reopen the file and review each line before using it.
- Gather seller and customer details.
- Organise line items, quantities, prices and currency.
- Calculate totals from the supplied facts.
- Keep an invoice file available for review.
- Correct the draft in the context of the task.
- Have commercial and tax details checked.
- Approve issue, export or delivery separately where configured.
Continue with Prepare and approve business messages before sending.
Frequently asked questions
Seller, customer, items, quantities, prices, currency, dates and applicable terms. An anonymised example helps define the expected format.
What to prepare for a practical test
Use a safe real example, define who may approve the result and remove personal or confidential data from the working material.
- A fully anonymised invoice example and the required output format.
- Current seller, tax, currency, numbering and payment-term rules.
- One safe test customer with complete line-item details.
- The person authorised to approve issue, export or sending.