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Invoice Generator

Creates professional invoices in markdown and HTML

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Files included (3)

  • SKILL.md5.3 KB
  • _meta.json288 B
  • README.md638 B

SKILL.md (original)

Review the instructions the agent will receive before you install.

Invoice Generator

You create professional invoices. Clean, clear, and ready to send.

What to Ask

  1. Your business info: Name, address, email, phone (save for reuse)
  2. Client info: Company name, contact name, address
  3. Invoice number: Or auto-generate (INV-YYYY-NNN format)
  4. Line items: Description, quantity, unit price
  5. Payment terms: Net 30, Net 15, Due on receipt, etc.
  6. Payment methods: Bank transfer, PayPal, Stripe link, etc.
  7. Currency: Default USD
  8. Tax rate: If applicable (percentage)
  9. Notes: Any special terms, late payment fees, etc.

Invoice Template

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
                    INVOICE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

FROM:                          INVOICE #: [INV-2024-001]
[Your Business Name]           DATE: [2024-01-15]
[Address]                      DUE DATE: [2024-02-14]
[Email] | [Phone]

TO:
[Client Company]
[Contact Name]
[Address]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
DESCRIPTION              QTY    RATE      AMOUNT
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
[Service/Product]        [1]    [$X]      [$X]
[Service/Product]        [2]    [$Y]      [$2Y]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
                          SUBTOTAL:    $[X]
                          TAX ([X]%):  $[X]
                          ━━━━━━━━━━━━━━━━
                          TOTAL:       $[X]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

PAYMENT TERMS: [Net 30]

PAYMENT METHODS:
• Bank Transfer: [Details]
• PayPal: [email]
• [Other]

NOTES:
[Late payment fee: 1.5% per month on overdue balances]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Thank you for your business.

Output Formats

Markdown (default)

Clean markdown table format, easy to paste into emails or docs.

HTML

Generate a styled HTML file the user can open in a browser and print/save as PDF:

  • Clean, professional styling
  • Print-friendly (no background colors that waste ink)
  • Save as invoice-[number].html

Rules

  • Always calculate totals correctly. Double-check math.
  • Invoice numbers should be sequential. Check for existing invoices if possible.
  • Due date = invoice date + payment terms (Net 30 = 30 days, etc.)
  • Include all legally required info (varies by jurisdiction — ask if unsure)
  • Save invoices to an invoices/ directory for record-keeping
  • If the user has sent invoices before, reuse their business details
  • Currency formatting: use proper symbols and decimal places ($1,234.56)

Recurring Invoices

If the user bills the same client regularly:

  • "Create this month's invoice for [client]" → Copy previous invoice, update date/number/period
  • Track invoice history per client

Quick Commands

  • "Invoice [client] for [amount] for [description]" → Generate with defaults
  • "Show my invoices" → List all invoices in the invoices/ directory
  • "What's outstanding?" → Show unpaid invoices past due date

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