Genie AI — Your Invoice Assistant
Genie AI is a conversational assistant built directly into Invoice Genie. Instead of tapping through menus, you can simply describe what you need in plain language and Genie AI will create invoices, estimates, purchase orders, record payments, manage clients, and much more — all in seconds.
Genie AI is available exclusively in the iPhone and Android apps. It is not available in the web portal.
Business-aware: Genie AI is tied to the business you currently have selected in the app. When you switch businesses, the AI automatically loads data for that business — so your invoices, clients, and analytics are always for the right account.
Using the Chat
Opening Genie AI
Tap the Genie AI button on the Home screen to open the chat. Your conversation stays open while you move around the app — for example when Genie AI opens an invoice or appointment for you — and is cleared when you close the app. Tap the New Chat button (✎) at the top right to start over at any time.
Talk to Genie AI Voice
Tap the microphone and just say what you need. Your words appear as you speak, and Genie AI sends the request automatically when you stop talking — or tap the microphone again to finish early. While your request is being worked on you’ll see Genie is thinking….
- The first time, the app asks for permission to use the microphone (and, on iPhone, speech recognition). If you declined, tap the message under the microphone to open Settings.
- Voice input uses the language the app is set to.
- On newer phones, speech is recognized on the device itself.
The examples under Try asking on the welcome screen are ideas to get you started — say or type your own request with your real client names.
How Long a Chat Can Be
Each chat holds up to 6 questions. From the 4th question, Genie AI suggests starting a new chat if you’re moving on to something different — a fresh chat keeps answers accurate. After the 6th question, tap New Chat to continue.
Tip: One task per chat works best — for example, create and send an invoice in one chat, then start a new chat to book an appointment.
Requires app version 2.4.6 or later for voice input and the single, always-available chat.
Language Support
Genie AI currently understands and responds in the following languages:
You can type in any of the supported languages and Genie AI will reply in the same language.
1 — Creating Invoices
You can create invoices using plain conversational English (or any supported language). Genie AI understands quantities, rates, discounts, due dates, notes, and recurring schedules.
Simple & Multi-Item Invoices Invoices
Create an invoice for Jim Parker for 5 hours of web design at $120 per hour
Creates a single-item invoice — total $600
Create an invoice for Jim Parker with 3 hours consulting at $200/hour, 1 project setup fee at $150, and 2 hours training at $95/hour
Creates a 3-item invoice — total $940
Invoice Jim Parker for 4 hours of photography at $250/hour. Add a note: “Includes edited files delivered via Dropbox”
Notes field will appear on the invoice card
Due Dates Invoices
Create an invoice for Jim Parker for 8 hours of development at $150/hour, due in 30 days
Sets payment term to Net 30
Create an invoice for Jim Parker for logo design, 1 unit at $500. Due on June 15, 2026.
Sets a specific due date
Create a backdated invoice for Jim Parker for 4 hours consulting at $150/hour dated April 1, 2026, due April 30
Supports past dates
Discounts Invoices
Create an invoice for Jim Parker for 10 hours of consulting at $100/hour with a 10% discount per item
Per-item percentage discount — total $900
Invoice Jim Parker for 2 days of field work at $400/day with a $50 flat discount per item
Per-item flat discount — total $750
Create an invoice for Jim Parker for 5 hours of design at $200/hour with a 15% discount on the whole invoice
Invoice-level percentage discount — total $850
Create an invoice for Jim Parker for consulting: 3 hours at $300/hour. Apply a $100 discount to the invoice total.
Invoice-level flat discount — total $800
Taxable & Non-Taxable Items Invoices
Invoice Jim Parker for 2 hours consulting at $150 (taxable) and 1 software license at $99 (not taxable)
The software license will be marked non-taxable; tax applies only to consulting
Recurring Invoices Invoices
Create a monthly recurring invoice for Jim Parker for retainer services at $2,000/month, starting June 1, 2026
Sets recurring frequency to monthly with a start date
Create a weekly invoice for Jim Parker for 10 hours security patrol at $25/hour. Start June 2 and end August 31, 2026.
Weekly recurrence with a defined end date
Duplicate an Invoice Invoices
Duplicate invoice INV-0042
Creates a new invoice with the same items, a new invoice number, and today’s date
2 — Editing Invoices
You can modify existing invoices by referencing their invoice number. Genie AI supports adding items, changing due dates, updating notes, applying discounts, and replacing all items.
Add 2 hours of travel time at $75/hour to invoice INV-0042
Appends a new item; existing items are preserved
Change the due date on invoice INV-0042 to July 1, 2026
Updates only the due date; items are untouched
Add a note to invoice INV-0042: “Payment via bank transfer preferred”
Updates the notes field on the invoice
Add a 10% discount to invoice INV-0042
Applies an invoice-level discount to an existing invoice
Remove all item discounts from invoice INV-0042
Clears per-item discounts; invoice-level discount is untouched
Update invoice INV-0042 to have these items: 5 hours design at $100/hour and 1 domain registration at $25
Replaces all existing items with the new list
3 — Recording Payments
Tell Genie AI when and how a client paid and it will log the payment against the correct invoice.
Mark invoice INV-0042 as paid — $500 cash received today
Records a full cash payment with today’s date
Record a bank transfer payment of $1,200 for invoice INV-0042 received on May 20, 2026
Records a bank transfer with a specific date
Invoice INV-0042 is for $2,000. The client paid $800 by check today.
Records a partial payment by check
Log a credit card payment of $350 for invoice INV-0042
Records a credit card payment
4 — Creating Estimates & Quotes
Genie AI can create estimates (also called quotes) with items, expiry dates, discounts, and even convert them to invoices.
Create an estimate for Jim Parker for bathroom renovation: 20 hours labor at $85/hour and $400 materials
2 items, total $2,100
Create a quote for Jim Parker for website redesign: 40 hours at $150/hour. Valid until July 31, 2026.
Sets the estimate expiry date; total $6,000
Write an estimate for Jim Parker for event photography: 8 hours at $200/hour with a 5% discount on the total
5% invoice-level discount — total $1,520
Duplicate estimate EST-0010
Creates a new estimate with the same items and client
Convert estimate EST-0010 to an invoice
Creates a new invoice from the estimate; estimate is marked as converted
5 — Editing Estimates
Add a $200 delivery fee to estimate EST-0010
Appends a new line item to the estimate
Extend the expiry date on estimate EST-0010 to August 15, 2026
Updates the validUntil date
Mark estimate EST-0010 as approved
Updates the estimate status
6 — Purchase Orders
Create a purchase order for Jim Parker for 50 boxes of printer paper at $12 each
1 item, total $600
Create a PO for Jim Parker for 10 office chairs at $180 each, 4 standing desks at $450 each, and 20 monitor cables at $15 each
3 items, total $3,900
Create a purchase order for Jim Parker for 200 printed brochures at $2 each. Note: “Deliver to main office, contact John before delivery”
Includes a delivery note on the PO
Add 5 USB hubs at $25 each to PO PO-0007
Appends an item to an existing purchase order
Duplicate purchase order PO-0007
Creates a new PO with the same items
7 — Managing Clients
Create a new client: John Smith, email john@example.com, mobile 555-123-4567
Creates a client with name, email, and mobile
Add a client named Maria Lopez, mobile 555-201-7788
A name plus an email or a mobile number is enough — you don’t need both
Add a new client: Acme Construction LLC, billing@acme.com, mobile 555-987-6543, phone 555-100-2000, 123 Main St, Chicago, IL 60601
Creates a client with full address and contact details
Update Jim Parker’s email to newemail@example.com
Updates only the email; other fields are unchanged
Change Jim Parker’s address to 456 Oak Ave, Los Angeles, CA 90001
Updates street, city, state, and zip
8 — Saved Items
Save commonly used services or products so you can reference them by name in future invoices.
Save a new item: “Website Maintenance”, $150/hour
Item is saved and appears in your Items list
Create an item: “Premium Support Package”, $299/month. Note: “Includes 24/7 phone support”
Saves item description and internal notes
Change the price of “Website Maintenance” to $175/hour
Updates the unit cost on the saved item
Rename the item “Premium Support Package” to “Enterprise Support Package”
Updates the item description
9 — Time Tracking
Genie AI can control the built-in timer and manage saved time entries.
Start a timer for Jim Parker — project: Website Redesign, rate $120/hour
Starts the active timer
Pause the timer
Pauses the currently running timer
Resume the timer
Resumes a paused timer
Save the timer
Saves the elapsed time as a time entry
Discard the timer
Clears the active timer without saving
Update the time entry for “Website Redesign” — change the duration to 3 hours
Edits a saved time entry
Create an invoice from the Website Redesign time entry for Jim Parker
Converts a time entry directly into an invoice
10 — Appointments
Genie AI can schedule appointments for you — one-time or recurring — set reminders, and link them to existing invoices, estimates, purchase orders, receipts, or time entries. It can also look up your schedule, reschedule or change an appointment, cancel it, or delete it.
Scheduling a New Appointment
Schedule an appointment with Jim Parker tomorrow at 2pm for 1 hour
Creates a one-time appointment with the given date and time
Book a site visit with Sarah Connor on August 5, 2026 from 9am to 11am at 456 Oak Ave, Los Angeles
Sets the client, date/time, and address
Set up a weekly appointment with Bob Builder every Monday at 8am, starting August 3, 2026
Creates a recurring weekly appointment
Schedule Mike every other Friday 8–9am, remind me 1 day before and generate them 3 days in advance
Every 2 weeks, a reminder the day before, and each occurrence created 3 days ahead
Schedule a follow-up appointment with Jim Parker in 2 weeks and remind me 1 hour before
Sets a reminder lead time on the new appointment
Book an appointment with Jim Parker next Tuesday at 10am and link it to invoice INV-0042
Links an existing invoice, estimate, purchase order, receipt, or time entry to the appointment
Saved right away: Genie AI saves the new appointment and opens its details so you can review it. Tap the Appointment Created card in the chat to open it again later.
Always name the client: If your request doesn’t say who the appointment is for, Genie AI asks which client — it never picks one for you or reuses a client from earlier in the chat.
Checking Your Schedule
What’s on my schedule this week?
Lists your upcoming appointments
When is my next appointment with Jim Parker?
Finds the next appointment for a client
Do I have anything on Friday afternoon?
Checks a specific day or time
Rescheduling & Changing an Appointment
Move my Friday appointment with Jim Parker to 2 PM
Moves the start time and keeps the same length
Reschedule the site visit with Sarah Connor to next Tuesday from 9am to noon
Sets a new start and end time
Change the address of my appointment with Bob Builder to 12 Elm St, Springfield
Updates the location
Add a note to my appointment with Jim: bring the tile samples
Updates the notes
Remind me 1 day before my appointment with Sarah
Changes the reminder
Cancel my appointment with Jim Parker on Thursday
Marks the appointment as cancelled but keeps it on record
An Appointment Updated card appears in the chat. Tap it to open the appointment.
Deleting an Appointment
Delete my appointment with Bob Builder tomorrow
Shows a confirmation card first
Delete my August 9 appointment for Jim Parker
Finds the appointment by date and client — including appointments from the past year
Deletes always ask first: Genie AI never deletes on its own. A confirmation card appears with Cancel and Delete buttons, and nothing is removed until you tap Delete. If more than one appointment matches, Genie AI asks which one you mean.
Requires app version 2.4.6 or later on iPhone and Android. Older versions can still create appointments, but not the new expense, expense report, and appointment-management actions below.
11 — Expenses
Record business costs by simply telling Genie AI what you spent. It creates a manual expense (no receipt photo needed) with the merchant, amount, date, category, and any notes. You can also fix or delete an expense or a scanned receipt the same way.
Adding an Expense
Log $45 for fuel at Shell
Creates a manual expense for today
I spent $120.50 at Home Depot yesterday on supplies, including $8.50 tax
Sets the date, category, and tax
Add an expense: lunch with a client at Olive Garden, $62, September 12
Picks the closest category (Food & Dining)
Record $300 for the software subscription under Services with the note “annual plan”
Uses the category and notes you give
An Expense Created card appears with the merchant, category, and amount. Tap it to open the expense, where you can add photos or PDFs. Genie AI uses your own custom categories too.
Changing an Expense or Receipt
Change the Home Depot expense from September 3 to $130
Updates the amount
Move my Shell expense to the Travel category
Changes the category
Change the date of the Staples receipt to September 1
Works for scanned receipts too
Deleting an Expense
Delete the $45 Shell expense
Shows a confirmation card first
Confirm before deleting: As with appointments, Genie AI shows a confirmation card and only deletes the expense after you tap Delete. If several expenses match (for example, two visits to the same store), it asks which one.
12 — Expense Reports
Ask Genie AI about your spending and it builds an expense report from all your expenses and receipts for the active business. The chat shows an Expense Report card with the total spent, the tax paid, the number of expenses, and your top categories. Genie AI then explains the highlights.
How much did I spend this month?
Total spending for the current month
Show me my expense report for last quarter
Spending by category, merchant, and month for the period
What are my biggest expenses this year?
Top categories and merchants
How much have I spent at Home Depot?
Filters the report to one merchant
How much did I spend on travel last year?
Filters the report to one category
How much tax did I pay on expenses from January 1 to March 31?
Custom date range
Supported periods: this month, last month, this quarter, last quarter, this year, last year, the last 30 or 90 days, all time, or any custom date range.
Spending vs. revenue: Expense reports cover money you spent. For money you earned — invoices, payments, and outstanding balances — ask a business analytics question instead (see below). For a full downloadable report, open Expense Reports in the app.
13 — Business Analytics
Ask Genie AI questions about your business performance at any time.
How is my business doing?
Shows revenue, outstanding invoices, and overdue amounts
Show me my revenue for this month
Monthly stats: revenue, invoices sent, invoices paid
Which invoices are overdue and how much do I have outstanding?
Lists overdue invoices with amounts
Who are my top clients by revenue this year?
Client ranking with revenue totals
Give me a business performance report for the last 90 days
90-day summary with revenue, paid vs unpaid breakdown
How does this year compare to last year?
Year-over-year revenue comparison
What’s my total revenue for May?
Natural language month queries also work
How much has Jim Parker paid me this year?
Per-client revenue breakdown
14 — Email Drafting
Genie AI can write professional emails for common billing situations so you can copy, review, and send.
Write a payment reminder email for invoice INV-0042 to Jim Parker
Generates a professional reminder including invoice number and amount
Draft an overdue notice for invoice INV-0042. It was due 2 weeks ago.
Generates a firm but professional overdue notice
Write a follow-up email for invoice INV-0042
Polite first follow-up with correct invoice details
15 — Do Multiple Things at Once
You can combine actions into a single message. Genie AI will create both the client and the document in one response.
Create a new client Sarah Connor, email sarah@example.com, mobile 555-444-3333, and invoice her for 3 hours of training at $100/hour
Creates the client card AND the invoice in the same response
Add new client Bob Builder, bob@builder.com, 555-111-2222, and create an estimate for 10 hours renovation at $95/hour, valid until July 30
Client and estimate created together
16 — Tips & Natural Language
You don’t need to use exact phrasing. Genie AI understands informal language, abbreviations, and shorthand.
Bill Jim Parker for 2 hrs logo work at 250 bucks an hour
Make a quote for Jim Parker — painting job, 3 days at $600/day
Jim Parker paid me $500 cash
Copy invoice INV-0042
Same as “Duplicate invoice INV-0042”
Add another item to the last invoice — 1 hour cleanup at $80
Context-aware: references the invoice just created in the conversation
Ambiguous client names: If you have multiple clients with similar names and don’t specify which one, Genie AI will ask you to clarify before creating the document.