Built-in skill
Invoicing
BusinessCreate, restyle, preview, share, and send business invoices and receipts from an order.
- Android — supported
- iPhone — supported
- Mac — supported
Renders an order's invoice as a card in the chat you can print, share, save or send, restyled from built-in templates. The document is the output, not a description of one.
Grant model
How granting works
A skill is a permission you hand to an agent, not a silent preload.
- Find it in Skills Invoicing is built in, so there is nothing separate to install.
- Choose who can use it Give the skill only to the agents that need this job, and change that choice whenever you want.
- Review its access This skill does not ask for additional access.
Prompts
Try it with
The quick actions this skill puts in front of you in the app.
- Invoice a customer Invoice Acme for 3 hours of consulting at 2,000 an hour, due in 15 days.
- Make a quotation Make a quotation for 10 chairs at 4,500 each, valid for 15 days.
- Who owes me? Who still owes me money?
Access summary
What it may use
This skill does not ask for additional access.
- Network
- No network access
- Files
- No file access
- Memory
- No saved-memory access
- Credentials
- No connected-account access
- Media
- No media access
- Browser
- No browser access
Set up in Business
This skill doesn’t have its own settings screen. Everything it uses is configured in Business.
Related
Works with
The apps, skills and tools Invoicing sits next to.
Business
Manage inventory, products, prices, and taxes for your business
- Android — supported
- iPhone — supported
- Mac — supported
Business
Manage products, stock, prices, taxes, and inventory from a screen or by asking your agent.
- Android — supported
- iPhone — supported
- Mac — supported
Sales
Quote a cart, take an order, send a payment option, issue an invoice, and reconcile the sale from a customer chat.
- Android — supported
- iPhone — supported
- Mac — supported
More Business
Business messaging
Answer a business's customers from the inbox you assign it, honouring your approvals, opt-outs, service windows, and takeovers, and handing you anything it should not settle alone.
- Android — supported
- iPhone — supported
- Mac — supported
Business setup
Set up a business step by step in one conversation, from country and tax to first products and getting paid, and pick up where you left off.
- Android — supported
- iPhone — supported
- Mac — supported
Catalog onboarding
Add your products by chatting: pick a spreadsheet, share photos or just say what you sell, and your agent fills in each product card with you, one question at a time. Nothing goes live until you tap Publish.
- Android — supported
- iPhone — supported
- Mac — not available
Shipping
Compare courier rates, prepare shipments, book pickups, print labels, and track deliveries through the shipping account you connect, with spending under your approval and limits.
- Android — supported
- iPhone — supported
- Mac — supported
Get Invoicing
It is built into OpenAlly on the clients shown above, no separate skill download.