{"id":155988,"date":"2026-11-03T13:27:43","date_gmt":"2026-11-03T13:27:43","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=155988"},"modified":"2026-11-03T14:11:04","modified_gmt":"2026-11-03T14:11:04","slug":"guide-to-creating-an-invoice-template-from-an-image-using-ai","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-creating-an-invoice-template-from-an-image-using-ai\/","title":{"rendered":"Guide to Creating an Invoice Template from an Image Using AI"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text el_class=&#8221;tut-intro&#8221;]You can create an invoice print template that matches the design of an invoice you have, by attaching an image of the invoice in the <strong>Assistant<\/strong> inside the <strong>Custom Invoice Builder<\/strong> and asking it to create a template with the same design. The <strong>Assistant<\/strong> edits the same open design and the result appears directly in the preview. You then complete it manually if needed and save it. This tutorial explains the steps to create an invoice template from an image and save it.[\/vc_column_text][vc_column_text el_class=&#8221;tut-toc&#8221;]Table of Contents<\/p>\n<ol>\n<li><a href=\"#before-you-start\">Before you start<\/a><\/li>\n<li><a href=\"#steps\">Steps to create an invoice template from an image<\/a><\/li>\n<li><a href=\"#how-it-works\">How it works<\/a><\/li>\n<li><a href=\"#faq\">FAQs<\/a><\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;before-you-start&#8221;][vc_column][vc_custom_heading text=&#8221;Before you start&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002001{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-check&#8221;]<\/p>\n<ul>\n<li>Prepare a clear image of the invoice in <strong>PNG<\/strong> or <strong>JPG<\/strong> format.<\/li>\n<li>Make sure you have enough AI balance (<strong>AIC<\/strong>), because each request you send to the <strong>Assistant<\/strong> uses this balance.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;steps&#8221;][vc_column][vc_custom_heading text=&#8221;Steps to create an invoice template from an image&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002002{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_custom_heading text=&#8221;First: Open the Custom Invoice Builder&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002003{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"1\">\n<li>From the main menu, click <strong>Templates<\/strong>, then <a href=\"https:\/\/go.daftra.com\/owner\/printable_templates\/index\" target=\"_blank\" rel=\"noopener\">Printable Templates<\/a>, then the <a href=\"https:\/\/go.daftra.com\/owner\/invoice_layouts\/index\" target=\"_blank\" rel=\"noopener\">Invoices &amp; Estimates<\/a> card, and click <strong>New Layout<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156054&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"2\">\n<li>From <strong>Please select the initial template to be customized:<\/strong> click the design you want to start from.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155964&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"3\">\n<li>The <strong>Custom Invoice Builder<\/strong> screen opens. Click <strong>Edit with AI<\/strong> at the top of the screen.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155969&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> The <strong>Edit with AI<\/strong> button appears with a <strong>BETA<\/strong> label. To edit an existing template with AI, click the options button (\u2026) next to the template in <a href=\"https:\/\/go.daftra.com\/owner\/invoice_layouts\/index\" target=\"_blank\" rel=\"noopener\">Invoices &amp; Estimates<\/a>, then <strong>Edit<\/strong>, then <strong>Edit with AI<\/strong>.[\/vc_message][vc_custom_heading text=&#8221;Second: Attach the invoice image and type your request&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002004{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"4\">\n<li>The <strong>Assistant<\/strong> panel appears next to the template preview. Click the <strong>Add attachment<\/strong> button (+) and select the invoice image. The image appears above the request box.<\/li>\n<li>Type your request in the <strong>Type your request&#8230;<\/strong> box, for example: \u201cCreate an invoice template that matches the design of the attached image\u201d, then click the send button (arrow).<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155973&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-warning&#8221; icon_fontawesome=&#8221;fas fa-exclamation-circle&#8221; el_class=&#8221;tut-callout tut-warning&#8221;]<strong>Warning:<\/strong> The allowed file types are <strong>PNG<\/strong>, <strong>JPG<\/strong>, <strong>CSV<\/strong>, and <strong>PDF<\/strong>. If you attach a file in another format, the message <span class=\"tut-msg\">Invalid File Type<\/span> appears with <span class=\"tut-msg\">Allowed file types (PNG, JPG, CSV, PDF)<\/span>. Attach the invoice image in <strong>PNG<\/strong> or <strong>JPG<\/strong> format.[\/vc_message][vc_custom_heading text=&#8221;Third: Review the template and complete it manually&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002005{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"6\">\n<li>Wait until the <strong>Assistant<\/strong> finishes building the template. Its reply appears below your request explaining the changes it made, along with the number of <strong>AIC<\/strong> used, your balance next to the <strong>Assistant<\/strong> decreases, and the preview updates with the new design. To change any part, type a new request and send it.<\/li>\n<li>To complete editing manually, click <strong>Continue Manually<\/strong>. You return to the <strong>Custom Invoice Builder<\/strong> with the changes made by the <strong>Assistant<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155977&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-success&#8221; icon_fontawesome=&#8221;fas fa-lightbulb&#8221; el_class=&#8221;tut-callout tut-tip&#8221;]<strong>Tip:<\/strong> If the image contains data that this document type doesn&#8217;t support, the <strong>Assistant<\/strong> explains that in its reply. Review the reply before saving the template.[\/vc_message][vc_custom_heading text=&#8221;Fourth: Save the template&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002006{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"8\">\n<li>Enter the template name in <strong>Template Name<\/strong>, check the <strong>Template Language<\/strong>, then click <strong>Save<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155980&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-warning&#8221; icon_fontawesome=&#8221;fas fa-exclamation-circle&#8221; el_class=&#8221;tut-callout tut-warning&#8221;]<strong>Warning:<\/strong> If you click <strong>Save<\/strong> without entering the template name, the message <span class=\"tut-msg\">Invoice layout could not be saved. Please, try again<\/span> appears, with <span class=\"tut-msg\">Required<\/span> under <strong>Template Name<\/strong>. Enter the template name, then click <strong>Save<\/strong>.[\/vc_message][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"9\">\n<li>The message <span class=\"tut-msg\">Invoice layout has been saved<\/span> appears and the template appears in the layouts list.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156056&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> If new custom columns are added to the template, the following message appears after saving: <span class=\"tut-msg\">IMPORTANT NOTE: You have added new custom columns to your invoice layout, changes will be apply on newly created invoices only (i.e. Previously created invoices will still have the old template).<\/span>[\/vc_message][vc_message message_box_color=&#8221;alert-success&#8221; icon_fontawesome=&#8221;fas fa-check-circle&#8221; el_class=&#8221;tut-callout tut-tip&#8221;]<strong>Result:<\/strong> You now have an invoice template with a design similar to the attached image, which you can use when printing invoices and edit later manually or with AI.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;how-it-works&#8221;][vc_column][vc_custom_heading text=&#8221;How it works&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002007{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-check&#8221;]<\/p>\n<ul>\n<li>The <strong>Assistant<\/strong> edits the same design open in the <strong>Custom Invoice Builder<\/strong> and doesn&#8217;t create a separate template, so its changes appear when you click <strong>Continue Manually<\/strong>.<\/li>\n<li>Your previous chat appears when you go back to the <strong>Assistant<\/strong> from <strong>Edit with AI<\/strong> on the same screen.<\/li>\n<li>The number of <strong>AIC<\/strong> used by the request appears below each reply, and the balance shown next to the <strong>Assistant<\/strong> decreases by the same amount.<\/li>\n<li>The reminder <span class=\"tut-msg\">AI can make mistakes. Please verify the results carefully.<\/span> appears at the bottom of the <strong>Assistant<\/strong> panel, so review the template before saving it.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;faq&#8221;][vc_column][vc_custom_heading text=&#8221;FAQs&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002008{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_toggle title=&#8221;What file types can I attach in the Assistant?&#8221; el_class=&#8221;tut-faq&#8221;]The allowed files are <strong>PNG<\/strong>, <strong>JPG<\/strong>, <strong>CSV<\/strong>, and <strong>PDF<\/strong>.[\/vc_toggle][vc_toggle title=&#8221;Can I edit an existing invoice template with AI?&#8221; el_class=&#8221;tut-faq&#8221;]Yes. Click the options button (\u2026) next to the template, then <strong>Edit<\/strong>, then <strong>Edit with AI<\/strong>.[\/vc_toggle][vc_toggle title=&#8221;Can I edit the template manually after creating it with AI?&#8221; el_class=&#8221;tut-faq&#8221;]Yes. Click <strong>Continue Manually<\/strong> to return to the <strong>Custom Invoice Builder<\/strong> with the changes made by the <strong>Assistant<\/strong>.[\/vc_toggle][vc_toggle title=&#8221;How do I know how much AI balance I used?&#8221; el_class=&#8221;tut-faq&#8221;]Your balance appears next to the <strong>Assistant<\/strong> title, and the number of <strong>AIC<\/strong> used by the request appears below each reply.[\/vc_toggle][vc_toggle title=&#8221;Why didn&#8217;t data from the image appear in the template?&#8221; el_class=&#8221;tut-faq&#8221;]The data may not be supported for this document type, and the <strong>Assistant<\/strong> explains that in its reply. Review the reply and ask for a suitable alternative.[\/vc_toggle][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":38,"template":"","categories":[2064,2067],"tags":[27876,27870,10415,27872,27877,27840,27871,27873,27839,27880,27881,27878,7149,27879,27874,27875,4220],"class_list":["post-155988","user_manual","type-user_manual","status-publish","hentry","category-templates","category-printable-templates","tag-ai-balance","tag-ai-invoice-template","tag-aic","tag-assistant","tag-attach-invoice-image","tag-continue-manually","tag-create-invoice-template-from-image","tag-custom-invoice-builder","tag-edit-with-ai","tag-how-do-i-create-an-invoice-template-from-an-image","tag-how-do-i-edit-an-invoice-template-with-ai","tag-invalid-file-type","tag-invoice-layouts","tag-invoice-print-template","tag-invoices-estimates","tag-new-layout","tag-printable-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide to Creating an Invoice Template from an Image Using AI - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-creating-an-invoice-template-from-an-image-using-ai\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide to Creating an Invoice Template from an Image Using AI - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text el_class=&#8221;tut-intro&#8221;]You can create an invoice print template that matches the design of an invoice you have, by attaching an image of the invoice in the Assistant inside the Custom Invoice Builder and asking it to create a template with the same design. 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