Let the agent write an invoice, offer or delivery note draft

Owners, admins, accountants and bookkeepers can ask the agent for a draft, for example "Write an invoice for Müller: 10 hours at 120 EUR, service in September". A tax advisor cannot. There is no switch to turn on. The agent writes the draft at once, without an accept step, but it only ever writes drafts: finalizing and sending are never done by the agent.
It can draft an invoice, an offer, an order confirmation and a delivery note, and also a down payment, partial or final invoice (a down payment invoice only if down payment invoices are switched on for the client). An offer, order confirmation or delivery note can be drafted without a customer and filled in later; an invoice needs a customer and at least one line, so the agent finds the customer first or creates one. A customer the agent creates stays unconfirmed until you confirm it in your contacts.
The totals are calculated by the app, not by the agent, and the agent quotes net, VAT and gross from the saved draft. Payment terms can be named, for example "14 Tage netto". A price typed in the chat with a single separator before three digits, such as 1,200, is not guessed: the agent asks you for plain digits.
The draft opens beside the chat in the Workspace, on the tab Document draft, with a note that the draft was created and that it is Not issued yet. Open checks that still block finalizing are counted there.
You can change a draft by chat, for example "Change line 2 to 5 hours" or "Add a 3% discount". This works while the document is still a draft, takes effect at once and is on by default (unlike editing letters and documents by chat, which is off by default). The tab then shows Changed by the agent. If you or a colleague saved the draft after the agent last read it, the change is refused and the agent reads it again. When the agent sets lines, it replaces the whole list of lines, so check them.
Every draft the agent writes comes with a proposal Finalize invoice in the Inbox under Proposals. Only an owner or admin can accept it; accepting finalizes the document and gives it its number. Nobody else can finalize, and nothing is sent by it.
To draft an invoice from a contract with a payment schedule, see the page on creating an invoice from a contract.