Type or paste a description of what you did and for whom. 'Logo design $300, landing page $700 for Acme Corp' — the AI understands natural language, not rigid forms.
The AI extracts line items, amounts, client name, and creates a structured invoice. Tax is auto-calculated. You review and adjust anything before sending.
Email the invoice as a PDF with one click. Track status automatically — you'll know the moment a client views or pays your invoice.
Turn project notes into invoices instantly. 'Brand refresh for Client X — logo $500, style guide $300, social assets $200' becomes a clean invoice in seconds.
Bill hourly or by project. '20 hours at $85/hr for backend work' — the AI calculates totals, applies tax rules, and formats everything correctly.
Create invoices for multiple clients in one session. Each client's details are auto-matched from your history — no re-typing names, emails, or addresses.
Yes. You can type descriptions naturally — 'Redesigned homepage for $500 and about page for $300, client is Acme Corp.' The AI extracts line items, amounts, and the client name. It also handles variations like 'charged $450 for consulting' or 'billed at $75/hr for 8 hours.'
Yes. Each invoice can use its own currency (USD, EUR, GBP, JPY, CNY, and 30+ others). Exchange rates update daily via the Frankfurter API and all amounts are converted to your configured base currency for unified reporting.
Yes. You can configure tax rates (VAT, GST, sales tax, etc.) in your settings. The AI auto-applies the correct rate based on your location and your client's location. You can also manually adjust tax on any invoice.
Invoices are sent via email using Resend. A professional PDF is attached automatically. You can also save the invoice as PNG or PDF to send manually, share a link, or print it. Invoices can include a PayPal payment button for instant online payment.
Tally Assistant automatically tracks the status — DRAFT → SENT → PAID → OVERDUE. If a client doesn't pay by the due date, the invoice is marked OVERDUE and the AI can send automated payment reminders that escalate in tone over time.