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.
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.
Additional Information
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.