Summary:
This article answers frequently asked questions about Invoice Assistant in Xvantage, an AI-powered feature that helps associates understand cloud invoice charges, review invoice item details, and view pricing calculation breakdowns directly from the Invoice Details page. Invoice Assistant provides AI-generated explanations based on the invoice currently being viewed. If additional assistance is needed, review the invoice details and associated billing information available on the Invoice Details page.
Table of Contents:
What is Invoice Assistant?
How do I open Invoice Assistant?
What types of questions can I ask Invoice Assistant?
How can I view details for a specific invoice item?
Can I search for a specific invoice item?
How does Invoice Assistant explain price calculations?
Can Invoice Assistant explain prorated charges?
Does Invoice Assistant modify invoice data?
Is Invoice Assistant available for all invoices?
Question #1: What is Invoice Assistant?
Answer: Invoice Assistant is an AI-powered feature available on the Invoice Details page for cloud invoices in Xvantage™. It provides explanations of invoice items and pricing, helping associates understand how charges were calculated without leaving the invoice page.
Question #2: How do I open Invoice Assistant?
Answer: To open Invoice Assistant:
From the left navigation menu, navigate to Sales → Invoices.
Open the desired cloud invoice.
Click Explain Invoice from the Invoice Details page.
The Invoice Assistant panel opens and displays questions you can ask about the invoice.
Question #3: What types of questions can I ask Invoice Assistant?
Answer: Invoice Assistant can help explain:
Invoice item details
Charge calculations
Pricing breakdowns
Billing periods
Subscription information
Discounts and credits
Example questions include:
Can you provide more details about the items in my invoice?
Can you explain how the total price of this item was calculated?
Question #4: How can I view details for a specific invoice item?
Answer: Within Invoice Assistant, select an invoice item to view additional information, including:
Vendor
Subscription
Billing period
Quantity
Unit price
Total price
If the invoice contains multiple items, select the item you want to review from the available list.
Question #5: Can I search for a specific invoice item?
Answer: Yes. Invoice Assistant allows you to search for invoice items using:
Item name
VPN
Line number
The search feature helps you quickly locate and review specific items on the invoice.
Question #6: How does Invoice Assistant explain price calculations?
Answer: Invoice Assistant can provide a detailed breakdown of how an invoice item's total price was calculated.
For example, you can ask:
Can you explain how the total price of this item was calculated?
The explanation may include:
Unit price
Quantity
Prorated duration, when applicable
Discounts
Credits
Total calculated amount
This information helps you understand the factors contributing to the final charge.
Question #7: Can Invoice Assistant explain prorated charges?
Answer: Yes. If an invoice item includes prorated charges, Invoice Assistant can explain how the billing period impacts the total price and provide a breakdown of the calculation.
Question #8: Does Invoice Assistant modify invoice data?
Answer: No. Invoice Assistant is a read-only tool that provides explanations and invoice insights. It cannot modify invoice data, pricing, subscriptions, or billing information.
Question #9: Is Invoice Assistant available for all invoices?
Answer: Invoice Assistant is available for supported cloud invoices on the Invoice Details page in Xvantage™.