Invoice Printing Agent
Customer information, invoice items, tax calculation, and PDF printing; suitable for invoicing and printing scenarios.
MaxAI User Guide
From Demo Trial to Premium Use
This guide follows the current implementation and explains registration rewards, Credits balances, Stripe/PayPal purchases, and the actual paths for deployed agents.
01
General User Flow
No package purchase is required first. Try Demo, then sign in and use Credits when you need full features.
🏠
Open Website
Enter AI Products from the home page or top menu.
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Choose Product
Read the product description and choose Demo or Premium.
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Try Demo First
No payment is required. Try it within the page limits.
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👤
Register or Sign In
New users receive the registration Credits currently configured by the system.
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✨
Use Premium
Enter with available Credits; charges occur after successful results.
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Buy Credits When Needed
Purchase from the Credits Center; the balance updates after successful payment.
Not signed in
You can browse products and use Demo. Premium will ask you to sign in.
Signed in with balance
You can enter Premium; the page shows available Credits and the current charge.
Zero balance
The system returns to the Credits Center, where you can purchase a Credits package.
02
Demo 与 Premium 的区别
旧版 Free / Pro / Premium 订阅流程已经取消；现在使用以下两种入口。
Premium
完整功能
- 需要注册并登录。
- 账户必须有可用 Credits。
- 各产品按后台配置的成功处理费率扣费。
- 请求失败时不应扣除 Credits。
- 所有 Premium 产品共用同一个 Credits 余额。
03
Credits 获取、使用与购买
Credits 是统一使用额度，不是周期订阅。
1
查看余额
登录后打开首页 Credits 中心，查看总获得、已使用、当前可用、注册奖励、推荐奖励、购买 Credits 和最近流水。
2
获得注册奖励
新用户完成注册后，系统按后台当前设置自动发放注册奖励。实际数量以 Credits 中心到账记录为准。
3
购买 Credits
点击“增购 Credits”，选择套餐，再选择 Stripe 或 PayPal。Credits 一次购买、跨 Premium 产品通用，并且不按月过期。
4
确认到账
付款成功并通过服务端验证后，系统自动增加余额并写入流水。不要在付款回跳尚未确认时重复支付。
5
按成功结果扣费
进入 Premium 前系统检查余额；成功完成识别、生成、打印或语音处理后扣除相应 Credits。
04
产品操作指南
以下步骤按当前已部署页面整理。每次操作前，请先阅读产品页面显示的限制和 Credits 费率。
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P1
发票打印智能体
建立客户与发票资料，自动计算金额和税费，生成适合打印或保存的发票。
Demo 操作
- 在产品页选择 P1 Demo。
- 打开模拟发票页面，输入客户、商品或服务、数量、税前单价、GST/PST、运费、折扣和备注。
- 检查自动计算的小计、税额和总金额。
- 点击模拟打印，预览本次发票。
- Demo 不读取、不查询、也不保存客户或发票数据。
Premium 操作
- 登录并确认 Credits 余额大于零。
- 进入 P1 Premium，设置公司名称、电话、GST 注册号、Logo 和编号前缀。
- 新建或查询客户，填写发票项目并保存。
- 生成 PDF 或打印发票；成功生成后按页面费率扣除 Credits。
- 使用客户管理、历史发票查询和发票报表继续维护资料。
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P2
物品识别计数智能体
上传或拍摄图片，让 AI 识别画面中的物品、数量、特征和说明。
Demo 操作
- 进入 P2 Demo，选择图片或打开相机拍摄。
- 确认图片清晰、物品无遮挡后开始识别。
- 查看识别出的物品名称、数量和说明。
- Demo 受每日体验次数以及保存、报告或导出能力限制。
Premium 操作
- 登录并确认余额足够。
- 上传图片或拍照，选择需要的识别语言与处理选项。
- 启动识别并等待结果完成。
- 核对结果，必要时修正物品名称、数量或备注。
- 保存、查询或导出可用功能；成功识别后扣除页面显示的 Credits。
🎙️
P3
多语言语音对话智能体
录制语音，自动转写和翻译，并可朗读翻译结果，帮助双方跨语言交流。
Demo 操作
- 进入 P3 Demo，允许浏览器使用麦克风。
- 选择说话语言和目标翻译语言。
- 点击开始录音，说完后结束录音。
- 查看原文和译文，也可以播放朗读。
- Demo 每段最长 10 秒，最多体验 5 次。
Premium 操作
- 登录并进入 P3 Premium。
- 选择语言和对话场景，开始最长 60 秒的录音。
- 结束录音后等待转写与翻译完成。
- 核对文本并播放译文；需要时继续下一轮对话。
- 成功处理后查看本次扣费与剩余 Credits，也可保存对话记录。
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P4
票据管理智能体
产品资料目前仍存在，但项目中尚未找到对应的 Demo 与 Premium Razor 页面。
当前状态：产品页会生成 P4 入口，但目标 `/AIA/p4/Demo/Index` 和 `/AIA/p4/Premium/Index` 尚未部署。为避免误导，本指南暂不编造不可执行的操作步骤。恢复 P4 页面后，应补充“上传票据 → AI 识别 → 人工复核 → 保存 → 查询/导出”的实测流程。
05
常见问题
按照当前访问控制和 Credits 逻辑处理。
为什么 Premium 打不开？
请先登录，并确认 Credits 余额大于零。未登录会转到登录页；余额不足会返回 Credits 中心。
付款成功但 Credits 没到账？
先刷新 Credits 中心并查看最近流水。不要重复付款；保留 Stripe/PayPal 订单号并联系管理员核对 Webhook。
失败的 AI 请求会扣费吗？
系统的设计原则是成功生成结果后才扣费。如流水与结果不符，请记录时间、产品和操作内容供管理员排查。
Credits 是否只能用于一个产品？
不是。购买和奖励获得的 Credits 使用同一个账户余额，可用于所有已经上线的 Premium 产品。
还有月付或年付套餐吗？
没有。当前购买的是 Credits，不是月度、季度、半年或年度订阅。
如何切换页面语言？
使用顶部“语言”下拉框。切换后系统保存语言 Cookie，并返回当前页面显示相应本地化内容。
MaxAI AI Agent Platform User Guide
MaxAI AI Agent Platform User Guide
This page helps general users quickly understand how to choose products, try the Free version, subscribe to the Pro / Premium version, enter the corresponding AI agent after successful payment, and learn the purpose and usage of buttons on each operation page of the four AI agent products.
01
General user workflow
Users enter “Smart Products” from the homepage or menu, choose Free, Pro, or Premium, and then follow the system prompts to use or subscribe.
🏠
Open the website
Enter the MaxAI platform homepage.
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🧠
Choose a product
Click the “Smart Products” menu.
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Choose a version
Choose Free, Pro, or Premium.
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👤
Sign in / Register
Existing users sign in; new users register first.
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Stripe payment
Pro / Premium enters secure payment.
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Enter the AI agent
After successful payment, permissions are enabled automatically.
Free version
Suitable for trying product features first. Usually, users can directly enter the corresponding Free page.
Pro / Premium version
After choosing monthly, quarterly, semiannual, or annual payment, the system enters Stripe Checkout for subscription payment.
Payment successful
The system returns to the success page, displays the “Enter Product” button, and enables permissions for the selected product and version.
02
Three AI agent product entries
The original section title is kept unchanged. The current system has been upgraded from 3 products to 4 products. Users only need to click buttons on the “Smart Products” page to enter.
Note: The original first product, “Invoice Printing and Receipt Management Agent,” has been split into “Invoice Printing Agent (p1)” and “Receipt Management Agent (p4).”
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Object Recognition and Counting Agent
Photo upload, AI recognition and counting, item splitting, and explanatory information such as usage and reference price.
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Multilingual Voice Chat Agent
Voice recognition, automatic translation, translated speech playback, multilingual communication, and record archiving.
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Receipt Management Agent
Receipt recognition, structured data, search and statistics, record maintenance, enterprise approval, and export.
03
Plan selection guide
Users can choose a version according to their usage scenario. Free is for trial, Pro is suitable for individuals and small teams, and Premium is suitable for enterprise multi-user management.
Free trial version
- Suitable for first-time product experience.
- Feature count, usage count, or saving capability is usually limited.
- Suitable for checking AI recognition, translation, and counting results.
Pro professional version
- Suitable for individuals, small businesses, and small teams.
- Supports more complete recognition, saving, search, and statistics.
- Activated through a Stripe subscription.
Premium enterprise version
- Suitable for enterprises, departments, and multi-person collaboration.
- Supports batch processing, permissions, approval, export, or archiving.
- Activated through a Stripe subscription.
04
Product operation guide
This section shows the main operation pages for the Invoice Printing Agent, Receipt Management Agent, Object Recognition & Counting Agent, and Multilingual Voice Chat Agent. Each page has a diagram, and button functions are explained one by one by number.
04-1 Invoice Printing Agent (p1)
04-2 Receipt Management Agent (p4)
04-3 Object Recognition & Counting Agent (p2)
04-4 Multilingual Voice Chat Agent (p3)
04-1
Invoice Printing Agent (p1)
Core functions: create customer profiles, enter invoice items, automatically summarize taxes, and generate and print commonly used Canadian invoice PDFs.
Page 1: Product homepage / Index
Applicable versions: Demo / Pro / PremiumInvoice Printing Agent homepage diagram
Invoice Printing Agent
1. Customer information
2. Invoice items
3. PDF printing
- ① Common Canadian invoice PDF printing:Click to enter the official invoice page and start entering customer information, products/services, taxes, and printable content.
Page 2: Invoice printing page / InvoicePrint
Applicable versions: Demo / Pro / PremiumInvoice printing page diagram
Customer phone, billing name, email, and other customer information
Recipient name, address, contact information, and other shipping information
Invoice item detail table: description, quantity, unit price, tax rate, line total
- ① Search:Search existing customers by customer phone or history to quickly load information.
- ② New customer:Clear current customer information and prepare to enter a new billing customer and shipping information.
- ③ Confirm customer:Confirm the current customer information and continue to item entry and invoicing.
- ④ Add item:Add a new product or service line and enter description, quantity, pre-tax unit price, tax rate, and other details.
- ⑤ Delete:Delete the currently selected invoice item row.
- ⑥ Edit:Correct entered invoice data, shipping information, or item details.
- ⑦ Print invoice:Generate and output the invoice PDF, and save the invoice header and detail records.
04-2
Receipt Management Agent (p4)
Core functions: after taking or uploading a receipt photo, AI recognition generates structured receipt data, supports search/statistics and record maintenance, and adds enterprise approval and export in the Premium version.
Page 1: Product homepage / Index
Applicable versions: Demo / Pro / Premium (the Premium version has two additional enterprise buttons)Receipt Management homepage diagram
Receipt image preview / take photo and select image / batch select images
Receipt number / merchant / date / item
Subtotal / tax / total / currency / payment method
Category / tag / department / customer / supplier / status / notes
- ① AI recognize and save:Recognize the current receipt image and save the result directly into receipt records.
- ② Clear form:Clear the current recognition result and manually entered content, then restart with a new receipt.
- ③ Batch recognize and save:The Premium version can process multiple images at once, suitable for enterprise batch archiving.
- ④ Save changes:After recognition, save corrections to receipt number, amount, customer, notes, and other fields.
- ⑤ Delete current record:Delete the currently loaded or recognized receipt record.
- ⑥ Search and statistics:View records and basic statistics by time, amount, keyword, and other conditions.
- ⑦ Export CSV:Export current records or search results for financial or management analysis.
- ⑧ Statistics search:Enter the statistics search page to view more complete search and printing results.
- ⑨ Record maintenance:Enter the receipt management page to edit, save, and delete different data tables.
- ⑩ Enterprise search and statistics:Enterprise-level search entry for the Premium version, used for centralized statistics across departments and statuses.
- ⑪ Enterprise management center:Premium approval and centralized management entry, used to process receipts pending review.
Page 2: Receipt recognition page / Bills
Applicable versions: Demo / Pro / PremiumReceipt recognition page diagram
Camera preview / photo area
- ① Open camera:Call the device camera and prepare to capture receipt images in real time.
- ② Take photo:Capture the current receipt view and send the photo to the recognition process.
- ③ Receipt recognition:Run AI extraction on the captured result to recognize receipt number, merchant, date, amount, and other fields.
Page 3: Statistics search page / SearchSt
Applicable versions: Demo / Pro / PremiumStatistics search page diagram
Search box: receipt number, customer, phone, email, invoice number...
Statistics results / search results list
- ① Search:Search receipts, customers, phone numbers, invoice numbers, and related records by search term.
- ② Print:Print the current query results using the page format.
- ③ Return to product homepage:Return to the Receipt Management homepage to continue recognition, entry, or export.
- ④ Reset:Clear the current search conditions and restore the initial state.
Page 4: Record maintenance page / TicketManagement
Applicable versions: Demo / Pro / PremiumRecord maintenance page diagram
BillsTbCustomersTbInvoiceTbInvoiceItemsInvoiceUserProfiles
Multi-table data editing area: receipts, customers, invoices, details, user profiles
- ① Search:Search for a specified record in the current data table.
- ② Edit:Switch to editable mode and modify the current row.
- ③ Save:Save the current edited content to the database.
- ④ Cancel:Discard current unsaved changes.
- ⑤ Delete:Delete selected records, used for clearing incorrect data.
- ⑥ Statistics search:Quickly jump to the statistics search page.
- ⑦ Return to product homepage:Leave the maintenance page and return to the Receipt Management homepage.
Page 5: Enterprise management center / EnterpriseDashboard
Applicable version only: PremiumEnterprise management center diagram
Pending approval receipt list / department statistics / status overview
Approval notes input box
- ① Approve:Approve the selected receipt record, suitable for enterprise reimbursement or review workflows.
- ② Reject:Mark a problematic record as rejected or invalid and move it into the exception process.
- ③ Export CSV:Export approval results or enterprise receipt lists for financial summary and archiving.
04-3
Object Recognition & Counting Agent (p2)
Core functions: recognize objects after taking or uploading an image, count quantities, and provide object information, recognition summary, and record search. The Premium version adds enterprise batch recognition.
Page 1: Product homepage / Index
Applicable versions: Demo / Pro / PremiumObject Recognition & Counting page diagram
Object image preview / photo upload area
Object information: name, category, quantity, unit
Recognition summary: total count, confidence, split images
Record search: start time, end time, recent records, display language
- ① Open camera / select image:Open the device camera, or select an object image from local storage for recognition.
- ② Take photo:Use the camera to take an instant photo of on-site objects and quickly enter the recognition process.
- ③ Recognize objects:Call AI to recognize, classify, and count objects in the image.
- ④ Search records:View historical recognition records and filter by time range.
- ⑤ Recent records:Quickly display the latest or recent recognition results.
- ⑥ Start batch recognition:Premium enterprise feature for processing multiple images or object data from multiple locations at once.
04-4
Multilingual Voice Chat Agent (p3)
Core functions: voice recognition, instant translation, translated speech playback, and voicemail upload. The Premium version adds customer records, departments, scenarios, archiving, and export.
Page 1: Product homepage / Index
Applicable versions: Demo / Pro / PremiumMultilingual Voice Chat page diagram
Spoken language
Translation language
Customer name / department / service scenario (Premium)
Original transcript / translation result / conversation history display area
- ① Hold to record:Hold to start recording. Release after speaking, and the system automatically performs speech recognition and translation.
- ② Read latest translation aloud:Play the latest translation result as speech for face-to-face communication.
- ③ Upload voicemail:Upload a phone recording or voice message for recognition and translation by the system.
- ④ Save latest record:Save the current conversation content as a history record.
- ⑤ View archive:The Premium version can view historical conversation archives for customer service, hotel, front desk, and community service tracking.
- ⑥ Export CSV:The Premium version exports conversation records for statistics, reports, and archiving.
05
Common issue handling
If users encounter problems, they can first check the following methods.
Cannot open payment page
Please confirm that you are signed in and that the selected plan has a configured Stripe Price ID.
Did not enter the product after payment
First return to the “Smart Products” page and click the corresponding product again. If it still does not work, contact the administrator to check subscription records.
Phone cannot take photos or record audio
Please allow the browser to access the camera and microphone. It is recommended to use the latest version of Chrome, Edge, or Safari.
Recognition result is inaccurate
Please retake a clear image, keep enough light, and make sure the receipt or object appears as completely as possible in the image.
Recommended operation route
New users are advised to enter Smart Products → Free version to experience the core functions first. After confirming the effect, choose the Pro or Premium version to complete the subscription. Enterprise users are advised to choose Premium directly for future expansion of multi-user, department, approval, export, and archive functions.
Start using now