# Draft documents with proposals

> Ask the assistant to prepare an invoice, expense, payment, purchase, customer or supplier, review the proposal card, and confirm or cancel it.

Canonical: https://docs.getonebooks.com/ai/drafting/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

Writing happens in two steps. The assistant **proposes**; you **confirm**. Until you press the button nothing is saved, and the assistant has no way to press it for you.

## Ask for a document

1. Describe what you want: "Record an expense of 640 for DEWA electricity paid by bank transfer today", or "Invoice Gulf Tech Solutions for 12 hours of consulting at 400".
2. The assistant looks up the customer, supplier, item or account you named. If it does not exist, it offers to create it first — also as a proposal.
3. A **proposal card** appears with the parsed details and estimated totals.

![A proposal card for a new invoice with customer, lines, totals and Confirm and Cancel buttons](https://docs.getonebooks.com/screenshots/en/ai-assistant-proposal-card.webp)

## Review and confirm

Check the party, lines, amounts, tax and date. Then:

- **Confirm** — the document is created. Invoices and purchases are saved as **editable drafts** (nothing posts until you send or finalize them); expenses and payments **post immediately**. The card says which before you confirm.
- **Cancel** — nothing happens. Tell the assistant what to change and it proposes a corrected version.

![A confirmed proposal card with the Open document link](https://docs.getonebooks.com/screenshots/en/ai-assistant-proposal-confirmed.webp)

Proposals expire if not confirmed, and confirming re-checks your permissions at that moment — a proposal you are no longer allowed to make cannot be confirmed.

## What can be proposed

| Proposal | Result on confirm |
|---|---|
| New invoice | Draft invoice |
| New purchase | Draft purchase |
| New expense | Posted expense |
| Payment | Posted customer payment |
| New customer / New supplier | Created record |

Anything else — voiding, deleting, refunds, edits — is done in the app.

## Related

  - [Receipt photos](https://docs.getonebooks.com/ai/receipts/)
  - [Safety, privacy and limits](https://docs.getonebooks.com/ai/safety/)