Billspree | Billing & IAM Documentation

Spree AI works best with clear questions about billing information in your workspace. Ask in the same language you use on screen — Spree AI is built around those product terms.

Example questions

You can ask questions such as:

How many customers do we have?
How many Pricing Contexts are configured?
Which customer has the most Billing Accounts?
What is the lowest or highest bill in a period?
List customers, or help me find a specific customer
Tell me about the Billing Accounts for this customer
What is a Billing Account?

Answers come from the billing data in your workspace (and product explanations where Spree AI knows the BillSpree terms).

Tips for better answers

Tip	Why it helps
Use product names	Say “Pricing Context” or “Billing Account” the way you see them in the app
Be specific when you can	A customer name, period, or type of bill usually improves the reply
Ask one thing at a time	Short, focused questions are easier to answer clearly
Use BillSpree for changes	Spree AI is for finding and explaining; setup and actions stay in BillSpree

When to use BillSpree instead

Open the normal BillSpree screens when you need to:

Create or edit customers, Pricing Contexts, or Billing Accounts
Run or manage a bill run
Post, publish, or distribute bills
Record payments or adjust balances

Spree AI helps you understand what is already there. BillSpree is where you make it so.