• UNPAID
  • DETAILS
  • RECONCILE
  • HUMAN

How to verify billing and invoices with your AI

Connect FieldAware once to give your AI direct access to your billing data. You can then ask questions about outstanding balances or specific line items without logging into the FieldAware dashboard.

Ask AI about this page

Short answer

Can my AI check my FieldAware invoices?

Yes. Your AI pulls unpaid invoice lists and specific billing details from FieldAware to help you resolve payment questions. You'll get a breakdown of what's owed and why.

Billing outcomes.

Where your billing data lands.

The AI processes your requests and delivers these specific outcomes.

UNPAID

Identify overdue accounts

The AI scans your records to find every invoice that hasn't been paid yet. You get a clear list of outstanding totals.

DETAILS

Get specific invoice data

When you need to know why a customer is disputing a charge, the AI pulls the exact line items and amounts from a single invoice.

RECONCILE

Resolve payment disputes

By comparing requested details against your records, the AI helps you confirm if a payment was applied correctly.

HUMAN

Manual adjustments needed

The AI cannot edit or delete invoices. You still handle the actual payment processing and manual record corrections in FieldAware.

The workflow

What your AI does when a billing question arrives.

The AI acts as a bridge between your chat interface and your FieldAware account.

  1. Scan for unpaid bills

    The AI looks through your FieldAware billing history to find any invoices marked as unpaid.

    list_invoices

  2. Isolate a specific invoice

    Once you identify a problematic bill, the AI pulls the full data for that specific record.

    get_invoice

  3. Summarize the totals

    The AI calculates the sum of unpaid amounts or specific tax lines to give you a quick answer.

    get_invoice

  4. Flag discrepancies

    The AI compares the requested invoice data against your questions to highlight missing or incorrect information.

    list_invoicesget_invoice

Try it

Copy these to start.

Use these prompts to trigger the FieldAware tools.

Starting points

These are simple ways to begin. Swap out the names for your actual customer or invoice numbers.

FieldAware Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_fMT5yRXscrQbKFwh30wjx2IiRqzAILRzAARozhVX/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — FieldAware capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fieldaware-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_fMT5yRXscrQbKFwh30wjx2IiRqzAILRzAARozhVX/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices in FieldAware.

  • What are the details for invoice INV-9928?

  • List all outstanding invoices for the client Acme Corp.

  • Check the total amount due on the most recent unpaid invoice.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect FieldAware once, then ask.

You only need to link your account once. Your credentials stay encrypted and secure on our side, and you can immediately start asking questions in your preferred AI client.

Connect FieldAware to your AI

FAQ

How this task behaves.

  • 01

    Can the AI pay an invoice for me?

    No. The AI can only read and retrieve invoice data. You must process all payments through FieldAware.

  • 02

    Can I ask the AI to delete an invoice?

    No. The tools provided only allow for listing and getting invoice details. The AI cannot modify or delete any records.

  • 03

    Does the AI see all my FieldAware data?

    The AI only sees the data it needs to answer your specific questions using the provided tools.

  • 04

    Can the AI create new invoices?

    No. This specific task is limited to verifying and retrieving existing billing information.

  • 05

    How does the AI know which invoice is unpaid?

    It uses the list_invoices tool to check the status of your records in FieldAware.

  • More questions about FieldAware? See everything the FieldAware Connector can do

Connect FieldAware to Claude, Cursor, ChatGPT & more