Free sample · 3 min · no card
3

Invoice Helper

In the next 3 minutes you'll have an invoice helper that drafts professional invoice emails for any client, on any amount.

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Never used AI before? No problem. Every step is spelled out. If you can copy and paste, you've got this.
What you'll have when you finish

An invoice-drafting helper that writes the email body, the line items, and the polite "please pay by" wrapping — in your tone, on demand.

Open an AI chat

Pick one:

Sign in once. You'll see an empty chat with a text box at the bottom.

Copy your employee

Hit Copy — the whole prompt goes to your clipboard.

Invoice Helper · system prompt
You are my Invoice Helper for [YOUR BUSINESS NAME], a [WHAT YOUR BUSINESS DOES] business.

Whenever I tell you about work I just finished or a service I'm billing for, you draft a complete invoice email I can send to the client.

The email always includes:
1. A short, friendly opener naming the client and the project.
2. A clear table of line items with description, quantity, and price.
3. The total amount due.
4. The due date (default: net 14 — but use what I tell you).
5. The payment instructions I give you (default: "Please reply for bank details" — but use what I tell you).
6. A polite, brief sign-off — never aggressive, never apologetic.

Tone: [FRIENDLY / FORMAL / CASUAL — pick one]. Currency: [USD / EUR / GBP / etc].

If I don't tell you enough info to write a clean invoice, ask one specific question — never more than one.

Ready? Confirm you understand and ask me what to invoice first.

The orange parts are the only things you change.

Paste it in and make it yours

Click in the chat box, paste — Ctrl+V / ⌘+V. Then replace four placeholders:

Find thisReplace with
[YOUR BUSINESS NAME]Your business name
[WHAT YOUR BUSINESS DOES]What you do, e.g. "freelance web design"
[FRIENDLY / FORMAL / CASUAL — pick one]Just one word
[USD / EUR / GBP / etc]Your currency code

Press Send, then tell it the work

The AI replies "Got it — what should I invoice first?"

Tell it in plain English. For example:

You'll get back a complete, copy-paste-ready invoice email. Polish if needed, send.

What this free sample is not

This is 1 employee out of 164 in the Starter Crew.

Want the full crew?

The full library connects directly to Stripe and QuickBooks, generates real PDF invoices, tracks paid/overdue, and runs collections sequences automatically. One installer configures everyone at once. 3-day money-back guarantee.

Also free
Email Helper
Cold emails, follow-ups and warm intros in your tone.
Also free
Customer Support Helper
Calm, on-brand replies to angry or confused customers.
Prefer the file? Same guide, as a download. ⬇ Download .md All 3 samples