Results for “invoice”

Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c missing after order activation', 'in-advance vs in-arrears billing', 'milestone billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for revenue schedules, GL transactions and ASC 606 - use admin/revenue-recognition-requirements. NOT for native Revenue Cloud (RLM) BillingSchedule objects - use data/revenue-cloud-data-model.

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Design text extraction for forms, invoices, and quizzes using regex, rules that match text patterns. Check extraction confidence and send uncertain items to an LLM for review, with guidance on testing and tracking processing costs.

• Extracting quiz questions, choices, and answers
• Designing extraction for forms and invoices
• Choosing between regex and an LLM

Manage customer and sales records in Microsoft Dynamics 365 through Rube MCP. Create contacts, accounts, leads, invoices, and support cases, update opportunities and sales orders, and retrieve or filter lead records.

• Register companies and customer contacts
• Create, update, and filter sales leads
• Update opportunity values and expected close dates

Manage Stripe customers, products, invoices, and recurring subscriptions through its official MCP server, a connection for agent tools. Handle billing changes, payment links, duplicate-charge refunds, disputes, balances, payouts, and processing-fee reconciliation using reviewed operations.

• Manage recurring subscriptions and billing-plan changes
• Handle invoices and payment links
• Refund duplicate charges and address payment disputes

Helps implement document processing in TypeScript with Azure, extracting text, tables, invoice fields, and receipt details. Covers ready-made models, custom model training, document classification, authentication, and waiting for analysis results.

• Extracting text and tables from PDFs
• Reading invoice and receipt fields
• Training models for specialized documents

Reconcile Stripe activity and bank transactions against invoice records using consistent fee and timing allowances. Record explained differences in the reconciliation sheet and flag unresolved transactions with supporting references for a person to review.

• Reconcile monthly invoices, Stripe activity, and bank deposits
• Check differences caused by fees or deposit timing
• Recheck previously flagged transaction mismatches

Find emails in Superhuman by account, sender, date, and inbox grouping, then read the conversation to verify replies, invoices, or commitments. Answers identify who said what and when, with links to the supporting threads.

• Check whether a reply or invoice arrived
• Verify a promise or deadline in an email
• Review the latest updates in a conversation

Extract text from images and PDFs, including handwriting, tables, invoices, and receipts. Return plain text, Markdown tables, or structured JSON fields, with options to select a recognition provider and specific PDF pages.

• Extract text from scanned documents
• Convert table images into Markdown
• Extract invoice and receipt fields as JSON

Background context for invoice-system input tax credit rules (仕入税額控除) in the shinkoku tax filing plugin. Contains eligibility requirements, the 6 permanent exceptions (帳簿のみ保存の恒久特例), transitional measures for purchases from tax-exempt businesses, and storage requirements. This skill is not user-invocable — Claude loads it automatically when responding to input tax credit questions under the invoice system.

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Point Cowork at your invoices and payments records -- builds an AR aging report, drafts escalating follow-up emails matched to each invoice's age and the client relationship, and runs as a weekly scheduled task so nothing slips past 30 days unnoticed.

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Extract, validate, and categorize invoice data against purchase orders and GL codes. Use when the user requests invoice processing or provides relevant inputs for this workflow.

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Drafts a compliant Commercial Invoice for Export satisfying customs, banking (L/C), logistics, and insurance requirements. Enforces Incoterms 2020, HS tariff classification, country-of-origin determination, export control referencing, and certification language. Use when preparing export invoices for customs authorities, freight forwarders, banks, or insurance underwriters.

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Issue Greek invoices through AADE's timologio, get the MARK, keep one JSON per invoice, push it into the ERP (SAP Business One today; other adapters welcome) and email the PDF. Trigger on: τιμολόγιο, τιμολόγησε, έκδοση τιμολογίου, invoice, myDATA, timologio, MARK, ΤΠΥ, πελάτης ΑΦΜ, προεπισκόπηση τιμολογίου.

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Build AI invoice processing systems. TRIGGERS - Use when user needs help with ai-invoice-processor related tasks.

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Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.

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Configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c missing', 'blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up', 'performance obligation allocation for bundled products', 'distribution method', 'ASC 606 in Salesforce Billing'. NOT for billing schedules, invoice plans and invoice runs - use admin/billing-schedule-setup. NOT for invoice-to-payment mismatches at month-end close - use data/billing-data-reconciliation.

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法律事项的运营性计费执行。月度账单准备和计费指示、LC 发票审查和代垫款处理、客户账单质询回应、现金流建模（LC 付款义务与客户收款对比）、杠杆和消耗分析（人员配置组合、预测总成本、利润轨迹）。触发词：‘prepare the bill’（准备账单）、‘billing instruction’（计费指示）、‘end of month billing’（月末计费）、‘LC invoice’（LC 发票）、‘local counsel invoice’（本地顾问发票）、‘pass through as disbursement’（作为代垫款转付）、‘client querying the invoice’（客户质疑发票）、‘billing dispute’（计费争议）、‘cashflow gap’（现金流缺口）、‘when will we get paid’（我们何时能收到付款）、‘LC payment due’（LC 付款到期）、‘leverage analysis’（杠杆分析）、‘staffing mix’（人员配置组合）、‘predicted total cost’（预测总成本）、‘burn rate by grade’（按职级消耗率）、‘are we on track’（我们在轨道上吗）、‘what will this matter cost’（此事项将花费多少）。

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Full lifecycle expense reimbursement: single invoice intake and staging, batch aggregation to generate reimbursement drafts, approval workflow, ledger and dashboard. Trigger when user mentions reimbursement, expenses, invoices, travel reimbursement, approval workflow, or needs to organize / verify / approve expense records. Also applies when user needs to enter invoices, view reimbursement dashboards, ledgers, or compliance checks.

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Personal finance anomaly review desk (Busabase App-in-Skill) that imports the three business tables — orders, invoices, payments/receipts (回款) — from CSV/JSON exports, flags anomalies with deterministic rules, and runs a human review queue with auditable decisions. Use when the user invokes $kelly-audit or /kelly-audit, mentions finance audit, order invoice payment reconciliation, 对账, 应收, 回款, 发票异常, receivables aging, overdue receivables, duplicate payments, missing invoices, amount mismatches, or anomaly review.

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Build AI invoice processing systems. TRIGGERS - Use when user needs help with ai-invoice-processor related tasks.

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Generate, manage, and track professional invoices with payment terms, recurring billing, overdue automation, and financial reporting. Use when creating invoices, tracking payments, managing clients, or reviewing revenue.

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Support import and export compliance by classifying goods under tariff codes, reviewing customs documents, and assessing restricted-party matches. Covers trade agreement eligibility, duty-saving options, and customs inquiries across the US, EU, UK, and Asia-Pacific.

• Assess tariff classification from product specifications
• Review invoices and certificates of origin
• Evaluate eligibility for preferential trade agreements

Manage Clockify time tracking from Claude Code with natural language requests. Create, retrieve, or delete time entries, start timers, check running entries, and view workspaces and members for reporting, activity reviews, and invoice preparation.

• Log work time against a project
• Retrieve past time entries for invoice preparation
• Delete incorrect or duplicate time entries

Build Java applications that extract text, tables, and fields from documents using Azure AI Document Intelligence. Covers ready-made models for invoices and receipts, custom model creation, document classification, authentication, and error handling.

• Extract text and tables from PDFs
• Read invoice and receipt fields
• Build models for custom document formats