Skip to main content

Use Copilot to fix an invoice

Available to select customers

Copilot is part of our active development pipeline. If you don't see the chat bar at the bottom of the invoice detail page, that's expected. Your administrator or your Mod AI partner can let you know when it's enabled for you.

This page covers how to actually use Copilot day to day. The pattern is simple: describe the change in plain language, review the diff, accept or reject. The trick is writing prompts the agent can act on confidently.

Open an invoice​

  1. In the left sidebar, click Invoices to open the invoices list.
  2. Click any invoice row to open its detail page.
  3. Look at the bottom edge of the detail page. The Copilot chat bar runs full-width along the bottom, with placeholder text Ask AI to edit this invoice… on the left and a small circular send button (arrow icon) on the right.

Write a prompt​

  1. Click inside the Copilot chat bar at the bottom of the page. Your cursor moves into the text field.
  2. Type the change you want to make in plain language.
  3. Press Enter to submit (or click the circular send button on the right of the chat bar).

A few examples that work well:

  • "Code all line items to 5200."
  • "Set Department to Marketing on lines 1 and 2."
  • "Change the vendor to Acme Corp."
  • "The tax should be $42 instead of $24, and the total should be $542."
  • "Code office supply lines to 5200 and IT-related lines to 6420."

The clearer and more specific the prompt, the cleaner the diff.

Review the diff​

After you submit, the agent generates a proposed change and displays a diff. The diff shows:

  • Every field that will change.
  • The current value, struck through.
  • The proposed new value.
  • Any fields the agent left untouched.

Read the diff carefully. The whole point of this flow is that you confirm before anything changes.

Accept or reject​

At the bottom of the diff (right above the chat bar), two buttons appear: Accept (typically green or purple, on the right) and Reject (typically grey or outlined, to the left of Accept).

  • Click Accept to apply the diff. The invoice updates immediately; a confirmation toast appears in the bottom-right.
  • Click Reject to discard the diff. Nothing on the invoice changes; the chat bar resets so you can write a new prompt.

If the diff is mostly right but you want to tweak it, reject it and write a more precise prompt — or refine the prompt by following up directly without rejecting (see Iterate below).

Iterate​

Copilot is meant to be iterative. If the first response is close but not perfect, refine your prompt:

  • "Like that, but keep line 4 at 6500."
  • "Same change, but only for lines that say 'travel'."
  • "Undo the dimension change, keep the GL change."

Each iteration generates a new diff. Nothing applies until you accept.

Tips for cleaner results​

  • Refer to fields by their names. "Set GL account on line 2 to 5200" beats "change the second number".
  • Refer to line items by description or number. "Code the printer line to 5210" or "code line 3 to 5210" both work.
  • Combine related changes. "Set vendor to Acme and code all lines to 5200" is one prompt. The diff shows both changes together so you can review them as a unit.
  • Use Agent instructions for repeating patterns. If you find yourself running the same Copilot prompt on every Acme invoice, encode it in your Agent instructions so future Acme invoices code correctly without your prompt.

When Copilot will not change something​

The diff sometimes shows fewer changes than you asked for. Common reasons:

  • The change would break a validation rule. Copilot respects rules.
  • The field is read-only on this invoice (for example, after final approval).
  • The agent could not figure out which line items the prompt referred to. Be more specific.

If the diff is missing something, refine the prompt to be more precise.

We use cookies to understand how visitors use our site.