Generative AI Sales Invoice Summary Overview

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Generating sales invoice summary using generative AI enables revenue managers to quickly use and understand the automatically generated summary.

Administrators configure the requirements and users then use the Invoice Summary field on sales invoices to generate and use that generated summary in the Invoice Summary field. Users can modify the output according to their requirements. The summary is generated using the information provided to the Generate Sales Invoice Summary prompt template. For more information, see Generate Sales Invoice Summary Prompt Template.

For information about how to set up invoice summary using generative AI, see Setting up Invoice Summary Using Generative AI.