AI Features

BillCraft AI uses GPT-4o to automate two of the most time-consuming parts of billing: creating invoices and writing follow-up emails.

Pro and Agency plans only. AI features require a Pro or Agency subscription.

AI invoice generation

Instead of filling in every field manually, describe the work in plain language and let BillCraft build the invoice for you.

How to use it

Go to Invoices → New Invoice.
Type a description of the work in the AI input box. Be as specific or as brief as you like — the AI handles ambiguity.
Click Generate Invoice.
BillCraft fills in the client, line items, amounts, currency, tax type, due date, and payment terms. Review the result and make any changes before saving.

[SCREENSHOT: New invoice form with the AI description box filled in and the generated line items below it]

Example prompts

Bill Acme Corp 3 days of consulting at $800/day, net 14, 20% VAT

Invoice TechStartup Ltd for 40 hours of design work at £85/hour, due in 30 days, no tax

Monthly retainer for GlobalCo – $2,500 for April, USD, net 7

Web development for SmallBiz: 15 hours @ €90/hr, plus €200 for hosting setup, 19% VAT, net 30

What the AI extracts

From your description, the AI attempts to identify:

Client name — matched against your existing clients or used to suggest a new one.
Line items — description, quantity, and unit price for each service.
Currency — detected from symbols ($, €, £, etc.) or country context.
Tax type and rate — VAT, GST, Sales Tax, or None, with the percentage.
Due date / payment terms — "net 14", "due in 30 days", specific dates.

Each extracted field shows a confidence indicator. Low-confidence fields are highlighted so you know what to double-check before sending.

[SCREENSHOT: Generated invoice with confidence indicators on extracted fields]

AI-drafted payment reminders

When sending a payment reminder, you can ask BillCraft to draft the email body for you. The AI writes a professional, personalised reminder message based on:

The client's name and your business name.
The invoice number, total amount, and currency.
The due date and how many days overdue the invoice is (if applicable).
The payment instructions from the invoice.

You can edit the drafted message before sending, or discard it and write your own.

[SCREENSHOT: Send reminder modal showing AI-drafted email body with an Edit button]

Tips for better results

Include the client name, service description, amounts, and any tax or payment terms in your prompt.
Be explicit about currency — "€200" is clearer than "200".
Always review extracted fields before sending, especially tax and due date.
If the AI misidentifies a client, you can reassign from the client dropdown after generation.