Connect OpenAI dots to LotsInvoice
Ask OpenAI dots to draft invoices, check who owes you and record payments in LotsInvoice. Use the LotsInvoice REST API from OpenAI dots’s computer with an API key.
LotsInvoice REST API reference
https://api.lotsinvoice.com/docsOr let OpenAI dots guide the setup: send it this prompt
Read https://lotsinvoice.com/skill.md and help me connect LotsInvoice for you.What OpenAI dots can do with LotsInvoice
Once connected, OpenAI dots can:
- Draft invoices, estimates and credit notes for your customers, with the totals worked out for you.
- Turn an estimate into an invoice, and repeat an invoice on a schedule, such as a monthly retainer.
- Email an invoice or a payment reminder to your customer when you tell it to.
- See who owes you and how late each invoice is, and record the payments you receive.
- Add customers and saved items, and set up your taxes and payment options from the details you give it.
- Pull revenue, tax and payment reports and customer statements for your accountant.
The LotsInvoice dashboard does the whole job on its own: invoices, estimates, customers, payments, reminders and reports. Every invoice your agent drafts shows up there, where you can check the PDF preview before you send it.
You need
- A ChatGPT account with dots access
- A cloud or connected computer available to your dot
- A LotsInvoice API key
- A LotsInvoice account. You can create one during sign-in.
Connect OpenAI dots to LotsInvoice
Create your LotsInvoice API key
Sign in to the LotsTech API page and create an API key. Your dot will use it to access LotsInvoice.
https://www.lotstech.com/apiGive your dot the API instructions
Ask your dot to use the REST API from its computer. Share the prompt below, then provide the key privately in the task environment, rather than in the conversation.
Use https://api.lotsinvoice.com/docs to connect LotsInvoice from your computer. Read the API reference, authenticate with my privately configured LOTSINVOICE_API_KEY and show me what needs attention in my LotsInvoice business. Never include the key in messages or logs.Give your dot the brief
Tell your dot what to work on in LotsInvoice. For recurring work, put the brief in the dot’s instructions. Start with read-only requests, then let it make changes.
What to ask next
- “Draft an invoice for Acme Design for 12 hours of design work, due in 15 days. Show me the total first.”
- “Which invoices are overdue? Show me a friendly reminder for each one before you send anything.”
- “Turn the estimate for Northwind into an invoice and set it to repeat on the 1st of every month.”
- “Record a bank transfer from Northwind against their open invoice.”
If something goes wrong
- My dot cannot access the API key
- The dot’s cloud computer has its own environment. A key saved on your laptop is not automatically available there. Open the assigned computer or use a connected local computer, and configure the key privately for the task.
Steps checked on 1 October 2026 against OpenAI: computers and apps for dots and OpenAI: dot tasks and memory.
Pricing
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
OpenAI dots and LotsInvoice: questions
How do I connect OpenAI dots to LotsInvoice?
Use the LotsInvoice REST API from OpenAI dots’s computer. Create an API key at https://www.lotstech.com/api, configure it privately for the task and share https://api.lotsinvoice.com/docs with your agent. Ask it for something read-only first.
Does LotsInvoice include its own always-on agent?
Your dot handles the recurring work. This guide connects its computer to the LotsInvoice REST API. LotsInvoice holds your invoices, estimates, customers and payments and returns results to your dot.
Do I need an API key to use LotsInvoice with OpenAI dots?
Yes. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where OpenAI dots offers sign-in, use that instead.
What does LotsInvoice cost?
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
Will my agent email my customers without asking me?
Every invoice starts as a draft, and nothing reaches your customer until it is sent. Sending is its own step, and the LotsInvoice tools and skill tell your agent to show you the totals and ask before it sends. You can also open the draft in your dashboard first.
Does LotsInvoice take or move money through my agent?
No. LotsInvoice never holds or moves your money. Your customers pay you directly with the payment options you set up, and your agent can record a payment once you have received it.
Can my agent change an invoice I already sent?
A sent invoice is locked with its number. Your agent can revise it with a reason, which keeps the number and adds a version, or void it. A paid invoice is corrected with a credit note.
Does my agent choose my tax rates?
No. It uses the taxes you have set up or the rates you give it, and it asks for anything that is missing. Check your layout and tax wording with your accountant.
My dot cannot access the API key
The dot’s cloud computer has its own environment. A key saved on your laptop is not automatically available there. Open the assigned computer or use a connected local computer, and configure the key privately for the task.
