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Adding Invoices Using Prompts

Learn how to add invoice records quickly and easily using natural language prompts with Adam

Ibrahim A. avatar
Written by Ibrahim A.
Updated today

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:

  1. Click the Add Data Button
    In your Invoice Table, locate and click the Add Data button at the top right corner of the screen.

  2. 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.”

  3. Send the Prompt
    After entering your description, click the Send button.

  4. Adam Processes the Prompt
    Adam will analyze your prompt, extract key invoice details (amount, customer, item, due date, etc.), and automatically generate the invoice.

  5. 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.

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