PayGenie AI Invoicing Howto

Join the waitlist: Visit the PayGenie website and join the waitlist to be among the first to access the AI invoicing tool when it launches.

Set up your account: Once you have access, create your PayGenie account and customize it with your business details and branding.

Familiarize yourself with voice commands: Learn the voice-activated commands for creating and managing invoices hands-free.

Create an invoice using voice: Use voice commands to tell the AI assistant the details of the invoice you want to create, such as client, items, and amounts.

Review and edit the generated invoice: Check the AI-generated invoice and make any necessary edits or customizations.

Send the invoice: Use voice commands or the interface to send the finalized invoice to your client.

Track invoice status: Monitor the status of sent invoices, including when they are viewed and paid, using the real-time insights feature.

Set up automatic reminders: Configure automatic payment reminders to be sent to clients for unpaid invoices.

Analyze financial data: Use the detailed analytics provided to gain insights into your business's financial health and invoicing patterns.

Utilize smart time tracking: Take advantage of the smart time tracking feature to automatically log billable hours for more accurate invoicing.