AI invoice requests
Help authorized customers get a copy of an invoice from the same conversation. A PineDove agent can find the invoice in your billing system and share it the way your team approves.
- CustomerCould you send me a copy of our October invoice?
- PineDoveI’ve verified your billing access and found invoice INV-1042 for October. Should I send the link to the billing email on file?
- CustomerYes, please send it there.
- PineDoveI sent the link to your billing email. It opens invoice INV-1042 after you sign in.
How an AI agent handles an invoice request
Verify billing access
The agent checks the customer’s account and whether the requester can view its invoices.
Find the invoice
It looks up the invoice by date or reference and asks for clarification if there are several matches.
Share the invoice
The agent uses an approved delivery method, such as a link that requires sign-in, and confirms where it sent the invoice.
When your team steps in
Route requests for missing invoices, corrections, or delivery to a different address to your billing team. The agent can pass along the requested billing period and what it found.
What we test before launch
We check which invoices the billing system makes available and how it can share them. We test valid requests, ambiguous dates, restricted accounts, and failed delivery.
Bring an invoice request to the assessment
We’ll walk through how customers verify billing access, how your team finds an invoice, and which delivery options your system supports.