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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