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A
anatpmlv-gmail-c
July 13, 2024
Question

Trying to generate *invoices* from email with AI but it does not recognize numbers as valid "billable" amount. all is left blank for manual input. any ideas?

  • July 13, 2024
  • 1 reply
  • 0 views
I tried different email versions for it to "take" it ;  with and without $ symbols, using the word "invoice" / bill to / owed for / but the generated invoice amount/ total fields are left at 0.00

1 reply

Bryan_M
Bryan_M
July 13, 2024

Thanks for raising this concern here, Anatpmlv.

 

We appreciate you for utilizing the new AI feature of QuickBooks Online (QBO) in creating an invoice. Let me share info about generating invoices via email.

 

Please know that when creating an invoice via email, only the Date, Subject (Products & services name), and Amount can be set automatically. 

 

However, in the amount section, only the sales price you set for that product will be shown and can be recorded as one product. This means you'll need to modify the Qty (Quantity) and the invoice Amount if it has multiple items.

 

I'll also add this article if you want to personalize your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to return here if you have additional questions about generating invoices in QBO. We'll be willing to help. Take care, and have a pleasant day.

A
anatpmlv-gmail-cAuthor
July 13, 2024

Thank you for the info however the issue is not with quantity.

Here are the actions I take:

1. Email sent to my @qbodocs.com registered invoice email with the word invoice & the quick description of the service & the amount to pay ; something like : "Hello Client, please pay $10 for water usage"

or something like  invoice / $10 water usage to "client name". tried with or without $ symbol as well.

 

2. when the info is received on QB , the AI recognizes the "client" name , the service/ category description however the amount $10 is the issue -- > it does recognize it on the "preview" screen.(..."new invoices I made for you" screen " ) however  once I hit the "review" button , and the actual invoice opens ; all amount fields are left blank ; amount/ subtotal/ total.

 

I am not sure if there a specific short format I can use.

Tnx in advance,

J
JuliaMikkaelaQ
July 13, 2024

Thanks for adding the details of what happened, Anatpmlv.  I'm here to help and point you in the right direction to get the support you need in handling the AI-generated invoice.

 

It's important to note that the new AI feature is currently in the beta testing phase, which means it may not always be entirely accurate as it is still undergoing training and improvements.

 

Since the amount won't generate when you send the details of your invoices, I recommend contacting our Customer Support team for further assistance. They have the necessary tools to review your account and provide information about the cause of the issue and potential solutions.

 

Here's how you can reach them:

 

  1. Go to the Help menu, then select the Search tab.
  2. Click Contact Us.
  3. Choose a topic, then enter a brief description of your concern and hit Continue.
  4. Pick either Chat with us or Have us call you and start connecting with them.

 

Moreover, as Intuit Assist is still learning, it may not always provide the correct answer or reflect Intuit's perspectives. Thus, you may consider sending feedback to our Product Development team. They're genuinely interested in hearing your input and highly encourage you to share your suggestions.

 

Here's how:

 

  1. Click the Give Us Feedback option.
  2. Enter a brief description of your product inputs and suggestions.
  3. Press Next to submit.

 

Furthermore, once your clients have paid their invoices, remember to record the payments in QuickBooks Online to mark them as paid.

 

The Community team is available to assist you with any other QuickBooks-related queries. Please feel free to visit us or leave a comment below, and we will be more than happy to provide assistance and help you address your concerns. Stay safe.

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