The task
The help article is written for easybill customers who create invoices, quotes, and credit notes, record payments, and check open items. The connector offers a second route to the same work: the customer describes the request in a chat with an AI assistant, and the assistant carries it out in the easybill account.
What they did
Setup happens inside the AI assistant, not inside easybill. The customer adds the easybill connector address in the assistant's settings, signs in with the usual easybill login, and confirms that the assistant may access the account. The article names Claude, ChatGPT, and Raycast as the supported assistants and an easybill Professional or Premium plan as the requirement. After that, the customer asks for things in plain language, for example an invoice for a named customer with hours and a rate. The assistant creates the document in easybill. It can also turn a quote into an invoice, send a document, trigger a payment reminder or a dunning letter, record a payment, and answer read-only questions such as who has not paid yet. The article advises naming the customer exactly, ideally by customer number, stating every number, and saying how far the assistant should go. Without that instruction a document stays a draft.
Where the approval sits
The article states that every document is first created as a draft. A document is finalized only after the customer explicitly agrees, and at that point easybill assigns the invoice number and the document can no longer be changed. Sending a document and recording a payment also happen only after the customer confirms, and the article tells customers not to set these actions to always allow in their AI assistant. Deleting works in two steps, a preview and then a confirmation. The article also advises checking drafts before finalizing, because how well instructions are carried out depends on the assistant in use.
Worth knowing
The source is easybill's own help article, so it describes what the connector is designed to do and shows no outcomes from a customer's work. It covers outgoing documents only: reading incoming invoices, matching bank transactions, and the DATEV export do not run through the connector. E-invoices can be sent by email only, the assistant reports numbers and totals but shows no PDF, and files cannot be attached. Free and Starter plans can set up the connection, but every request then fails with an upgrade message.
Source: support.easybill.de · Sep 2026
Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these entries are made
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