Back to table of contents DIGITEX AI (OPTIONAL ADD-ON) Module L6

AI in Finance (Invoices)

Purpose

Explain an invoice in plain language: amount due, status, and suggested follow-up for parents who have not paid.

Who uses it

Accountant, School Admin.

Step-by-step

  • Go to Finance → Invoices and open an unpaid, partial, or overdue invoice
  • At the top, click Explain with AI
  • Read the summary and use it when calling parents or writing emails

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