> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Invoicing
> Create, send, and manage invoices directly from Slack with Ari
export const AriMention = () => @Ari;
export const SlackMessage = ({children, name = "Bailey", initials = "B", color = "#611f69", avatar = "/images/bailey-avatar.png", app = false, time = "2:47 PM"}) =>
{avatar ? : initials}
{name}
{app ? APP : null}
{time}
{children}
;
Ari streamlines invoice management by letting you create, send, and track invoices without leaving Slack. Whether you need one-time invoices or recurring billing, Ari handles the heavy lifting with a built-in approval workflow to ensure accuracy.
## Creating Invoices
You can create invoices quickly by providing customer details, line items, and dates. Ari integrates with Stripe and HubSpot to pull customer information automatically.
@Ari in any Slack channel and describe what you need. Ari understands natural language requests.
Include the customer name, amount, description, and any line items. You can add multiple line items for detailed invoices.
Ari generates a preview with all details. Click the **Approve** button to create the invoice in your system.
The invoice appears in your connected systems immediately and is ready to send to the customer.
### Example Commands
create an invoice for Acme Corp for {"$"}5,000 for January consulting create an invoice for TechStart Inc with: - Development services: {"$"}3,500 - Design work: {"$"}1,200 - Support hours: {"$"}800 Due date: February 28, 2024 set up a monthly invoice for Global Systems LLC for {"$"}2,500 starting next month
## Sending Invoices
Once an invoice is created, you can send it directly to customers from Slack.
Ari uses the billing email address from your customer record in Stripe or HubSpot. Make sure these are up to date for smooth delivery.
### Sending Steps
@Ari send invoice #INV-12345 to the customer
Ari shows the customer's email address. Verify it's correct before approving.
Click **Approve** to send the invoice immediately.
Ari confirms delivery and logs the action in Slack.
### Example Commands
send invoice #INV-12345 to Acme Corp send invoice #INV-12346 with a note: "Thank you for your business. Payment is due by March 15."
## Managing Draft Invoices
Drafts let you prepare invoices without finalizing them. You can edit, review, and send later.
Draft invoices don't appear on your customer's account until you finalize them. Use drafts when you're still negotiating terms or waiting for approvals internally.
create a draft invoice for ProjectCo for {"$"}7,500 view my draft invoices finalize draft invoice #DRAFT-5
## Voiding Invoices
If you need to cancel an invoice, Ari handles the voiding process with approval protection.
Voiding an invoice is a permanent action. If you've already received payment, consider creating a credit memo instead.
@Ari void invoice #INV-12340
Ari asks why you're voiding (incorrect amount, duplicate, billing error, etc.).
Review the details and click **Approve** to void the invoice.
The void is recorded and Ari confirms the action.
void invoice #INV-12340 because of duplicate billing
## Invoice Status Tracking
Check the status of any invoice at any time.
what's the status of invoice #INV-12345? show me invoices created in February show all invoices for Acme Corp
## Approval Flow
All invoice creation and modification actions require approval before they take effect.
The approval-first model ensures financial accuracy and prevents accidental mistakes. Only approved actions are reflected in Stripe or HubSpot.
Team members with finance or admin permissions can approve invoice actions. This can be configured in your workspace settings.
If you click **Reject**, the action is canceled and no changes are made to your system. You can modify your request and try again.
## Best Practices
* **Use clear descriptions**: The more detail you provide about the invoice, the faster Ari can create it.
* **Verify customer information**: Ensure billing emails and addresses are current in Stripe or HubSpot.
* **Set due dates**: Always include a due date to avoid payment delays.
* **Check drafts regularly**: Review draft invoices weekly to catch any pending items.
* **Use line items**: Breaking down charges helps customers understand what they're paying for.
: initials}