CalculatorAI Handbook

A practical map of the whole platform — the product families, how the Free / Pro / 30-day trial system works, where AI lives across every surface, and the typical workflows users move through.

Core concepts, the four-tab workspace, how every analytics metric is computed, the AI trade review, and the options / forex / futures / stock-specific features.

Core bookkeeping KPIs, collections rate calculation, interactive Payment Calendar tracking, late payment recovery workflows with AI coaching, and email tone optimization guidelines.

What an invoice is and isn't, every required field, payment terms (Net 30, Due on receipt, 2/10 net 30), VAT vs sales tax vs GST, IBAN / SWIFT / routing, currency formatting, late-payment escalation, and country-specific gotchas.

What a commercial quote is, estimate vs proposal, required fields, quote validity and expiration, scope of work definitions, and converting quotes to invoices.

What a purchase order is, buyer vs vendor roles, Incoterms (FOB, EXW, DDP), why PO numbers are crucial for B2B spend control, and avoiding procurement mistakes.

What a payment receipt is, required transaction confirmation fields, reconciling cash vs card payments, warranty proofs, and corporate expense guidelines.

What a credit note is, billing error adjustments, negative invoices, linking original Invoice References, and tax liability refunds.

What a proforma invoice is, differences from standard and commercial invoices, required customs details, bank letter of credit regulations, and tax compliance.

What a delivery note or packing slip is, sender and receiver details, itemized descriptions and quantities, omission of financial fields, and signature proof of receipt.

What a debit note is, handling additional B2B charges, billing adjustments, original Invoice Reference mappings, and general ledger compliance.

What a timesheet is, tracking hourly billable work, recording regular and overtime hours, matching tasks to projects, and streamlining consultant approvals.