| name | finance-document |
| description | Use to draft Collision Engineers finance documents: fee-note, standard-audatex-invoice, website-invoice, and invoice-email-draft. Produces document drafts only; billing workflow, ledger, payment status, approvals, and chasing remain owned by finance/business. Human review required before send. |
Finance Document
Draft CE finance documents in house style while keeping business finance state out of the skill.
Modes
| Mode | Use for | Load |
|---|
fee-note | Expert-services fee note. | references/fee-note.md |
standard-audatex-invoice | Invoice matching the raw Standard Audatex template. | references/invoice-templates.md |
website-invoice | Website-origin invoice matching the raw website template. | references/invoice-templates.md |
invoice-email-draft | Email wording to send a reviewed invoice/fee note. | references/email-draft.md and src/skills/ce-house-style/ in writing-tone mode |
Required Inputs
- Matter/reference, addressee, invoice or fee-note type, services/charge lines, VAT treatment, payment terms, and any approved template variant.
- Do not infer paid/unpaid status or finance ledger state unless supplied by finance.
References
references/fee-note.mdreferences/invoice-templates.mdreferences/email-draft.mdsrc/skills/ce-house-style/
Governance
Assist class. A named human reviews every finance document before send. No autonomous payment chasing, external send, ledger update, or payment-state conclusion.
Validation
Run repository verification after skill changes:
python tools/verify_scaffold.py
