Guide to Creating an Invoice Template from an Image Using AI
You can create an invoice print template that matches the design of an invoice you have, by attaching an image of the invoice in the Assistant inside the Custom Invoice Builder and asking it to create a template with the same design. The Assistant edits the same open design and the result appears directly in the preview. You then review the template, complete it manually if needed, and save it with the Save button.
Note: The Edit with AI button appears with a BETA label, and each request you send to the Assistant uses your AI balance (AIC).
Table of Contents
How to access
- From the main menu, click Templates, then Printable Templates.
- Click the Invoices & Estimates card.
- To create a new template, click New Layout, then from Please select the initial template to be customized: select the design you want to start from. To edit an existing template, click the options button (…) next to the template, then select Edit.
The Custom Invoice Builder screen opens, with the Edit with AI button at the top of the screen.
Steps to create an invoice template from an image
- In the Custom Invoice Builder screen, click Edit with AI. The Assistant panel appears next to the template preview, with your AI balance at its top.
- Click the Add attachment button (+) at the bottom of the panel, and select the invoice image in PNG or JPG format. The attached image appears above the request box.
- Type your request in the Type your request… box, for example: “Create an invoice template that matches the design of the attached image”, then click the send button (arrow).
- Wait until the Assistant finishes building the template. Its reply appears below your request explaining the changes it made, along with the number of AIC used, and the preview updates with the new design.
- Review the template in the preview. To change any part, type a new request in the same box and send it.
- To complete editing manually, click Continue Manually. You return to the Custom Invoice Builder with the changes made by the Assistant, and you can go back to the Assistant at any time by clicking Edit with AI.
- Enter the template name in Template Name, check the Template Language, then click Save. The message Invoice layout has been saved appears and the template appears in the layouts list.
The Assistant screen
| Element | Description |
|---|---|
| Assistant | The chat panel with the AI, with your available AI balance shown next to its title. |
| Ask me Anything | Appears before you send the first request, with the text: Describe what you need, and I’ll generate templates & do designs instantly. |
| Add attachment (+) | Attaches a file to your request. Allowed file types: PNG, JPG, CSV, and PDF. |
| Type your request… | The box where you describe what you want in the template. |
| Send button (arrow) | Sends the request and attachments to the Assistant. |
| AI can make mistakes. Please verify the results carefully. | A fixed reminder at the bottom of the panel to review the template before saving it. |
| Continue Manually | Returns you to the Custom Invoice Builder to edit the template manually. |
How it works
- The Assistant edits the same design open in the Custom Invoice Builder and doesn’t create a separate template, so its changes appear when you click Continue Manually.
- Your previous chat appears when you go back to the Assistant from Edit with AI on the same screen.
- The number of AIC used by the request appears below each reply, and the balance shown next to the Assistant decreases by the same amount.
- If the image contains data that this document type doesn’t support, the Assistant explains that in its reply.
- The template is saved with the Save button at the top of the screen.
Note: If new custom columns are added to the template, the following message appears after saving: IMPORTANT NOTE: You have added new custom columns to your invoice layout, changes will be apply on newly created invoices only (i.e. Previously created invoices will still have the old template).
Common issues and solutions
| Message | Reason | Solution |
|---|---|---|
| Invalid File Type Allowed file types (PNG, JPG, CSV, PDF) |
You attached a file in an unsupported format. | Attach the invoice image in PNG or JPG format. |
| Invoice layout could not be saved. Please, try again, with Required under Template Name | You clicked Save without entering the template name. | Enter the template name in Template Name, then click Save. |
FAQs
What file types can I attach in the Assistant?
The allowed files are PNG, JPG, CSV, and PDF.
Can I edit an existing invoice template with AI?
Yes. Click the options button (…) next to the template, then Edit, then Edit with AI.
Can I edit the template manually after creating it with AI?
Yes. Click Continue Manually to return to the Custom Invoice Builder with the changes made by the Assistant.
How do I know how much AI balance I used?
Your balance appears next to the Assistant title, and the number of AIC used by the request appears below each reply.
Why didn’t data from the image appear in the template?
The data may not be supported for this document type, and the Assistant explains that in its reply. Review the reply and ask for a suitable alternative.