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An AI agent can be wrong. Check numbers you rely on in Billpal, and ask the agent to list the documents its answer is based on.

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Payment status is a snapshot from the document

Billpal has no access to bank or card transactions. It only knows whether a document is paid from the document itself and from what someone entered in Billpal.
  • A receipt usually says paid. An invoice usually says nothing about payment.
  • Billpal doesn’t update payment status on its own. It changes only when someone edits the document, or when a linked receipt or credit note settles the invoice.
  • An invoice marked unpaid may have been paid long ago.
Example: “Which invoices are open?” returns the invoices marked unpaid in Billpal. That’s not an open-items list from your books. Whether the money is really still missing, your bank account tells you.

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Ask good questions

The more precise the question, the more reliable the answer. It helps to give:
  • Date range: “in Q3 2026” instead of “recently”
  • Direction: “incoming invoices” or “outgoing invoices”
  • Workspace: the name, if you have several
  • Supplier or customer: the name as it appears in Billpal
  • Evidence: “List the documents”, so you can check the answer
Example: Instead of “What did we spend on software?”, ask “How much did the Acme Ltd workspace spend on software between July and September, by currency? List the documents.”