15 Jun 2026 · 7 min read
Quick Answer
SAB Autopilot generates ATO-compliant tax invoices from a plain-English chat message. Tell it the client, service, and amount — it handles ABN, GST calculation, due dates, and email delivery automatically. Invoices are tracked from 'pending' to 'paid' and stored in your account.
Creating invoices sounds simple until you factor in everything an ATO-compliant Australian tax invoice must include: your ABN, the words 'Tax Invoice', the GST amount shown separately, the total including GST, the date, and a description of the goods or services. Get any of these wrong and your client cannot claim the GST credit — which creates friction in getting paid.
SAB Autopilot eliminates the form-filling entirely. You describe what you need in plain English — 'invoice Apex Media for social media management, $2,200 for June' — and the AI builds a complete, ATO-compliant tax invoice, calculates GST, and sends it to your client in under a minute.
This guide covers exactly how the invoice workflow works, what gets generated automatically, and how invoice tracking works from creation to payment.
The entire invoicing workflow happens inside SAB Chat. You do not navigate to a form, fill in fields, or select from a dropdown. You simply describe the invoice in natural language.
Example: 'Create an invoice for Sunrise Constructions for 5 days of project management at $850 a day, due in 14 days.'
SAB Autopilot: 1. Looks up Sunrise Constructions in your client list to retrieve their email and billing address 2. Calculates the subtotal ($4,250), GST ($425), and total ($4,675) 3. Sets the due date 14 days from today 4. Assigns the next invoice number in your sequence 5. Generates a formatted PDF with your business name, ABN, and logo 6. Presents a confirmation card showing all details 7. Sends the invoice to your client's email on confirmation
The whole process takes under 60 seconds from the moment you type the instruction.
The ATO has specific requirements for tax invoices over $82.50 (GST-inclusive). SAB Autopilot includes all mandatory fields automatically:
- The words 'Tax Invoice' prominently displayed - Your business name and ABN - The date the invoice is issued - A description of the goods or services - The GST amount, shown separately (or a statement that the price includes GST) - The total price including GST - The buyer's identity or ABN (for invoices over $1,000)
For invoices under $82.50, a simplified invoice (receipt) is sufficient — SAB Autopilot handles this automatically based on the invoice total.
Your business profile ABN and name are entered once during setup and applied to every invoice. You never need to type your ABN again.
Once an invoice is sent, SAB Autopilot tracks its status through three stages:
**Pending** — sent and awaiting payment **Overdue** — past the due date with no payment recorded **Paid** — marked as paid manually or via payment confirmation
You can ask SAB Chat at any time: 'Show me all unpaid invoices over 30 days.' It returns a list of invoices with their status, client name, amount, and days overdue.
To mark an invoice as paid: 'Mark invoice #INV-047 as paid.' The system updates the status and removes it from the overdue list.
For follow-up reminders: 'Resend invoice #INV-047 to Sunrise Constructions with a payment reminder.' The AI sends a professional follow-up email referencing the original invoice.
If you bill multiple clients at the end of each month, you can create all invoices in a single session. SAB Chat handles batch instructions:
'Create invoices for all my monthly retainer clients for June.'
The AI retrieves clients flagged as retainer clients from your client list, creates an invoice for each using their stored retainer amount, and presents a summary card listing all invoices before sending. You confirm once and all go out simultaneously.
For one-off invoices to new clients: the AI creates the client record in the same conversation. 'Create an invoice for a new client — Blue River Cafe, ABN 51 824 753 556, for $660 catering consulting.' It adds the client and creates the invoice in a single step.
Create your first AI-generated invoice in 60 seconds — free to start.
SAB Account AI — ATO-compliant invoicing and payslips for Australian small businesses. From $9/mo.
Start free trialYes. If you are not GST-registered, tell the AI during setup or specify 'no GST' when creating an invoice. The system will create a standard invoice without GST — the document will show your ABN and the words 'Invoice' (not 'Tax Invoice') since you are not registered for GST.
Invoices are generated as PDFs with your business name, logo (if uploaded), ABN, and all ATO-required fields. The design is clean and professional. PDFs are attached to the email sent to your client and stored in your account.
You can set your business name, ABN, email, phone, and address in your business profile — these appear on every invoice. The layout is standardised and ATO-compliant. Custom colour or logo branding is available on the Pro plan and above.
Not currently. Payment reconciliation requires you to manually mark invoices as paid using the chat command. Automatic bank feed integration is on the product roadmap for late 2026.