How to Create Your First Invoice with Cheery AI

Creating invoices shouldn't take 15 minutes. With Cheery ERP's AI agent, you can create a professional invoice in under 30 seconds — just by typing a sentence.

Step 1: Open the AI Chat

Log in to Cheery ERP and click the AI Agent panel on the right side of your screen (or press Ctrl+K to open it from anywhere).

Step 2: Describe Your Invoice

Type your invoice request in plain language:

Create an invoice for ABC Corp, consulting services for July 2026, $50,000, due in 30 days

The AI will:

Find or create the customer "ABC Corp"
Add a line item for "Consulting Services — July 2026" at $50,000
Set the due date to 30 days from today
Generate an invoice number automatically

Step 3: Review the Draft

The AI shows you a summary:

✓ Draft invoice created
  Customer: ABC Corp
  Amount: HK$50,000.00
  Due: September 5, 2026
  Status: DRAFT

Want me to add more line items, adjust the amount, or send it?

Step 4: Add Line Items (Optional)

Need multiple items? Just keep talking:

Add another line: training session, $15,000
And a third line: software license, $8,000

Step 5: Send the Invoice

When you're happy:

Send it to accounts@abccorp.com

The AI generates a professional PDF and emails it to your client. Done.

Alternative: Traditional UI

Prefer clicking? Go to Sales → Invoices → New Invoice, fill in the form, and click Save. Same result, more clicks.

Pro Tips

Quotation → Invoice: If you already created a quotation, just say "Convert quotation #QT-2026-001 to invoice" — one-click conversion
Recurring invoices: "Create a monthly invoice for ABC Corp, $5,000 retainer" — the AI sets up recurring billing
Multi-currency: "Invoice XYZ Ltd in USD, $10,000" — Cheery handles exchange rates automatically

What Happens Next

Invoice appears in Sales → Invoices
Payment tracking starts automatically
If unpaid after due date, you'll get an alert
You can ask AI anytime: "Is ABC Corp's invoice paid?"

Ready to try it? Start your free trial — no credit card required.