Voice-to-Invoice: Invoice Customers Hands-Free

What Is Voice-to-Invoice?

Voice-to-Invoice lets you create an invoice just by telling A.X.E.L who to bill, for what, and when it's due. It cross-references your existing jobs and quotes, so you don't need to remember exact amounts — just say the customer's name and A.X.E.L pulls up the details.

How to Use It

1. Tap the green + button
2. Select Invoice
3. Tap the 🎙️ Voice Note button
4. Tell A.X.E.L who to invoice, for what amount, and payment terms
5. A.X.E.L creates a proper invoice linked to the job
6. Review and send

Example

Say something like:

"Invoice Dave for the fence job, full amount, due in 7 days."

A.X.E.L will:

• Match customer: Dave (from your contacts)
• Find the job: The fencing job linked to Dave
• Pull the amount: From the accepted quote (e.g., £1,185)
• Set payment terms: Due in 7 days from today

Smart Cross-Referencing

A.X.E.L's invoice system is connected to your quotes and jobs. This means:

• Say "full amount" and it uses the quote total
• Say "50% deposit" and it calculates half
• Say "remaining balance" and it works out what's left after previous invoices
• If there's only one active job for that customer, it auto-selects it

Payment Terms by Voice

You can set payment terms naturally:

• "Due in 7 days" → net 7
• "Due in 30 days" → net 30
• "Due on receipt" → payable immediately
• "Due by the end of the month" → last day of current month
• "Due next Friday" → calculates the date

Partial Invoices

Doing a job in stages? No problem. You can invoice for parts of a job:

• "Invoice Dave for 50% deposit on the fence job"
• "Invoice Dave for the remaining balance"
• "Invoice Dave for 500 quid, stage one of the patio"

A.X.E.L tracks what's been invoiced against each job, so you always know what's outstanding.

Tips

• Make sure the job exists first — the invoice links to a job or quote, so create those before invoicing
• Say the customer name clearly — it needs to match someone in your system
• Check the amount — always review the generated invoice before sending
• Add a personal note — "add a note saying thanks for choosing us" adds a professional touch