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AI Copilot

AI access is built in.

No API key is required for the invoice copilot.

Ask for layout ideas, canvas changes, dimensions, icons, and iterative edits.

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Pages

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Page Properties

Select an element to edit its properties or modify the page below.

Drag These CSV Fields

These are the column names from your imported CSV/Excel file.

Drag any field onto the canvas to create a linked placeholder. When you export or print, each linked field will be replaced with the matching value from that row in your dataset.

Use the Canva/PDF Button

Your PDF invoice template is now loaded.

Use the Canva/PDF button in the top bar, just to the left of Table, to hide the PDF and work on the blank canvas. Click it again to bring the PDF back.

Choose Invoice Data Mode

Choose the structure that matches your invoice file. Click anywhere on an option to select it.

One Row Per Invoice

Use this when each row already contains one full invoice, including line-item fields spread across separate columns.

Invoice No.	Customer Name	Item 1	Description 1	Price 1	Item 2	Description 2	Price 2	Item 3	Description 3	Price 3
001	James	Item 1	This is James Item 1	$ 15.00	Item 2	This is James Item 2	$ 12.00	Item 3	This is James Item 3	$ 12.00
002	John	Item	This is John Item 1	$ 27.00	Item
003	Charles	Item	This is Charles Item 1	$ 19.00	Item	This is Charles Item 2	$ 18.00		This is Charles Item 3	$ 25.00
004	Tom	Item	This is Tom Item 1	$ 26.00	Item	This is Tom Item 2	$ 26.00	Item 3	This is Tom Item 3

Grouped Data

Use this when one invoice spans multiple rows and each row represents one item or related record for that invoice.

By what column would you like to group your invoices?

Select the Grouped Data option to enable this field.

Invoice No.	Customer Name	Item	Description	Price
001	James	Item 1	This is James Item 1	$ 15.00
001	James	Item 2	This is James Item 2	$ 12.00
002	John	Item 1	This is John Item 1	$ 27.00
003	Charles	Item 1	This is Charles Item 1	$ 19.00
003	Charles	Item 2	This is Charles Item 2	$ 18.00
003	Charles	Item 3	This is Charles Item 3	$ 25.00
004	Tom	Item 1	This is Tom Item 1	$ 26.00
004	Tom	Item 2	This is Tom Item 2	$ 22.00

AI Copilot

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Import your data

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Upload Invoice Data

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Drag These CSV Fields

Use the Canva/PDF Button

How would you like to start?

Choose Invoice Data Mode

One Row Per Invoice

Grouped Data

Preview Grouped Invoices

Preview with Your Data