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

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

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

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

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 invoice INV-0042

Creates a new invoice with the same items, a new invoice number, and today’s date

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

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

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

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

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

Create a new client: John Smith, email john@example.com, mobile 555-123-4567

Creates a client with name, email, and mobile

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

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

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

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

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

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

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