confirm_payment_claim
ChatGPTApprove an 'I have paid' claim submitted by the customer on the hosted page (after checking the bank). Records the payment and issues the receipt. Omit claim_id to list pending claims.
Overview
Invoa is quotation-to-cash software for Malaysian businesses, and this plugin lets you work with your Invoa company in plain language. What you can do: - See who owes you money, by age, and open any quotation or invoice with its lines, payments and LHDN e-invoice status. - Look up a business customer's LHDN tax number (TIN) by its SSM registration number. - Draft quotations and invoices from a short brief, record payments received and send documents to customers. Who it is for: owners, finance staff and accountants of Malaysian SMEs who already use Invoa. Limits and safeguards: issuing a document, submitting an e-invoice to LHDN MyInvois and voiding always wait for your approval inside Invoa. The plugin never moves money and never deletes documents. It works with the one company you choose when you connect; personal identity card and passport numbers stay in Invoa. You can revoke access in Invoa at any time.
Tools
convert_quotation
ChatGPTTurn an issued/accepted quotation into a draft invoice (to=invoice), a draft delivery order (to=delivery_order) or a billing schedule with manual milestones (to=schedule; Pro plan). Also turns an issued delivery order into its draft invoice (to=invoice), and an issued invoice into a draft delivery order (to=delivery_order) when goods ship after billing. Delivery orders carry the lines and quantities; they are not paid and not sent to LHDN.
create_contact
ChatGPTCreate a customer or supplier. For e-invoicing, give a business's TIN and SSM registration number (reg_no); they are validated against LHDN when configured.
create_draft
ChatGPTCreate a draft quotation, proforma, invoice, credit/debit/refund note. Drafts have no number until issued. Amounts in RM strings. For a proposal + quotation pass proposal_body (Markdown). Returns totals, preview_url and the number the document will get on issue.
find_tin
ChatGPTLook up a Malaysian business's e-invoice tax number (TIN) in the LHDN MyInvois registry by its SSM registration number (preferred) or registered name; a name-only search fails when LHDN finds more than one taxpayer. Businesses only. Returns {tin|null, environment}. Does not change the contact — call update_contact to save the TIN.
get_contact
ChatGPTFull contact record plus billing summary (outstanding, overdue, invoiced/paid totals, recent documents).
get_document
ChatGPTFull document: lines, totals, payments, receipts, e-invoice status, voidability, preview/hosted/PDF URLs.
get_receivables
ChatGPTOutstanding invoices bucketed by days overdue (current, 1–30, 31–60, 61–90, 90+) with per-customer totals.
issue_document
ChatGPTIssue a draft after the owner approved it: allocates the number, freezes a snapshot, renders the PDF. Requires the approval_token from request_issue.
list_catalogue_items
ChatGPTProducts/services with default unit price (RM), tax type and LHDN classification code. Use item_id on draft lines. Pass contact_id to also get that customer's price from their price list (customer_price; price_source set = a price fixed on the list, adjusted = the list's percentage, standard = no list). Put customer_price on the draft line when drafting for that customer.
list_contacts
ChatGPTList customers/suppliers with outstanding balances. Supports search, tag and kind filters, paginated.
list_documents
ChatGPTQuotations, invoices, receipts, credit notes and delivery orders with totals and balances. Filter by type, status, contact, issue-date range; open_only = unpaid invoices; overdue_only = past due date.
record_payment
ChatGPTRecord money received against an invoice (bank transfer, CHIP, cash, cheque). Confirms immediately, updates the invoice to partially_paid/paid and issues a receipt.
request_einvoice_submit
ChatGPTAsk the owner to approve submitting an issued invoice/credit note to LHDN MyInvois. Returns pending_approval with approval_url + approval_token.
request_issue
ChatGPTAsk the owner to approve issuing a draft. Returns pending_approval with approval_url + approval_token (24 h). If the company's auto-approve threshold applies, the document is issued immediately.
search_contacts
ChatGPTQuick name/company/email/phone search — use this to resolve a customer name to a contact_id before drafting.
send_document
ChatGPTEmail an issued document (hosted link + PDF) to the customer and return a prefilled WhatsApp link for one-tap manual sending.
submit_einvoice
ChatGPTQueue the MyInvois submission after approval (approval_token from request_einvoice_submit). Validation runs asynchronously; check einvoice.status via get_document.
trigger_schedule_item
ChatGPTCreate the draft invoice for a manual billing-schedule item (e.g. 'on signing', 'go-live'). Anchors any 'after this item' recurrences. Never issues: when the schedule has auto_issue it returns pending_approval with approval_url + approval_token (24 h) — after the owner approves, call issue_document and then send_document. Billing schedules need the Pro plan (error code plan_limit otherwise).
update_contact
ChatGPTPatch contact fields; only the fields provided change.
update_draft
ChatGPTReplace fields of a draft (lines are replaced wholesale when provided). Issued documents cannot be edited — revise or credit-note them instead.
void_document
ChatGPTVoid an issued document. Without approval_token this requests approval (returns pending_approval); with the token it voids. LHDN rule: a validated e-invoice can only be cancelled within 72 hours of validation — after that voiding is refused and you should create a credit note. Invoices with confirmed payments cannot be voided.
Capabilities
Writes
Example Prompts
Click any prompt to copy it.
