How to use this function

Prepare an invoice XML file with Vera

Learn to provide invoice data, review the draft and obtain a local XML file after approving the exact version.

The explanation and a short practice take about 5–8 minutes. Processing and your questions can extend the session.

Start this course

Codex

Open Codex on your computer with Vera installed and select @Vera in a chat.
Copy the request below, paste it into the chat and send it.
Turn on Codex voice in this chat. The assistant will guide you to open the second working chat in another window: listen and ask questions here, and watch the work and results there.

Request to send to Vera

Vera, start the prepared lesson “Prepare an invoice XML file with Vera” in English. Teach me to use this function with the included fictional files. Use this chat to explain the steps and answer my questions. Create or resume a second working chat to run the current workflow, and guide me to open it in another window. Help me turn on voice. Show me the actual results, then let me try the practice exercise.

The fictional lesson files are already included in the plugin. You can also take the lesson in writing. This button copies the request; the lesson starts when you send it in Codex.

Start in Claude Cowork

Open Cowork with Vera installed and a connected folder for the lesson. Copy and send this request: the lesson takes place in writing in one conversation.

Request to send to Vera

Vera, start the prepared lesson “Prepare an invoice XML file with Vera” in English, in writing in this single Cowork conversation. Use the included fictional files. Explain each step, run the current function and show me the actual results. Pause for my questions and guide me through the practice exercise. Do not use voice or a second chat.

When to use it

Officina Arco needs an ordinary Italian invoice file. We use a short fictional data sheet to follow the whole process, from the request to the preview, review and local export.

One fictional domestic invoice in EUR. The source data and native preview use Italian invoice terms; Vera explains them in English. This lesson starts from supplied data. The same workflow also accepts readable PDFs and photographs. It does not sign or submit the file to SdI.

Files and request

Provide invoice-data.txt. It contains the fictional supplier, customer, service, number, date, amounts and file-routing data. It also states that this is a new draft and that no previous issue or export exists in the fictional case.

invoice-data.txt

Vera, prepare a draft invoice XML from this fictional data sheet. Show me the preview, sources and checks. Let me review the exact version before exporting the file locally.

Run the workflow

In the working chat Vera reads the selected source, records the preparation purpose and identifies the invoice fields. The voice chat shows what information you need to provide and answers questions while the source is checked.
The current workflow prepares the draft and opens its actual preview. Compare supplier, customer, number, date, service, VAT and total with the data sheet. Ask Vera to correct anything that does not match; corrections produce a new version.
Review the version on screen. Only after your explicit approval of that version does Vera run the export checks and create the local XML. Open the export report and find the XML file. If you do not approve, the draft remains available and no XML is exported.

Use the result

The actual draft preview, with source-linked fields and checks to support your review.
After approval and successful checks, the XML file and export report, alongside the reviewed version.

Check the invoice fields, purpose and tax treatment against the supplied facts. A readable preview and successful schema check do not establish tax correctness or SdI acceptance. The exercise's identifiers and amounts must never be reused in a real invoice.

Pause and check

Before starting, identify the source and explain whether you are preparing a new draft or reconstructing an existing invoice.
In the preview, find the service and total, then explain what you are approving and where the exported file will be saved.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Try it yourself

Provide practice-invoice-data.txt and ask for a second invoice through the same process. It has its own number, date and quantity. Preserve the first result, review the new preview and make a separate decision about this export.

practice-invoice-data.txt

You can start the workflow, check its preview, approve or pause the export and repeat it for another invoice while keeping the earlier result.

Provide the invoice documents or confirmed data and explain the preparation purpose and any prior issue. Vera prepares a reviewable draft, asks about missing material facts and exports only the approved version. Sending or bookkeeping follows the practice's separate process.