invoice-generator

# Invoice Generator ## Quick Start Create structured financial documents (Invoice, Quotation, Receipt, Payment Voucher, Debit Note) with automatic numbering, line-item calculations, sales tax, and amount-in-words verification. ## Workflow 1. Identify the document type: Invoice, Quotation, Receipt, Payment Voucher, or Debit Note 2. Extract details: customer name, line items (description, quantity, unit price), discounts, sales tax rate, payment terms 3. Ask for any missing mandatory fields 4. Generate sequential document number (e.g., INV-YYYYMM-XXXX) 5. Calculate line totals, apply discounts, compute sales tax (varies by state/locality) 6. Generate amount in words and verify it matches the figures 7. Set payment terms and due dates (quotations default to 30 days validity) 8. Output the complete structured document ## Examples **Example 1: Simple invoice** Input: "Create an invoice for ABC Corp: 10 units of Widget A at $50.00 each" Output: ``` INVOICE #INV-202603-0012 ======================== Date: 03/18/2026 Customer: ABC Corp LINE ITEMS ---------- | No. | Description | Qty | Unit Price | Amount | |-----|-------------|-----|------------|------------| | 1 | Widget A | 10 | $50.00 | $500.00 | TOTALS ------ Subtotal: $500.00 Discount: $0.00 Sales Tax (8.25%): $41.25 Grand Total: $541.25 In words: Five hundred forty-one and 25/100 US dollars TERMS ----- Payment due: 04/17/2026 Status: Draft ``` **Example 2: Quotation with discount** Input: "Draft a quotation for XYZ Ltd: 5 laptops at $2,000.00, 10 monitors at $800.00, 5% discount" Output: ``` QUOTATION #QUO-202603-0003 ========================== Date: 03/18/2026 Customer: XYZ Ltd LINE ITEMS ---------- | No. | Description | Qty | Unit Price | Amount | |-----|-------------|-----|------------|-------------| | 1 | Laptop | 5 | $2,000.00 | $10,000.00 | | 2 | Monitor | 10 | $800.00 | $8,000.00 | TOTALS ------ Subtotal: $18,000.00 Discount (5%): $900.00 Sales Tax (8.25%): $1,410.75 Grand Total: $18,510.75 In words: Eighteen thousand five hundred ten and 75/100 US dollars TERMS ----- Valid until: 04/17/2026 Status: Draft ``` ## Tools - Use `Read` to load customer records and previous document sequences - Use `Grep` to search for related documents by customer or document number - Use `Write` to save generated documents and update the sequence counter - Use `Bash` to perform arithmetic for totals, sales tax, and discounts ## Error Handling - If customer name or line items are missing -> ask user to provide them - If sales tax rate is unspecified -> ask user to provide state/locality or apply a common default rate and inform the user - If amount in words does not match figures -> recalculate and correct before output - If duplicate document number is detected -> increment sequence and regenerate - If unsupported document type is requested -> list the five supported types ## Connectors (Optional) This skill works standalone. When connected to external tools, it unlocks additional capabilities: | Connector | What it enables | |-----------|----------------| | ~~accounting | Sync invoices with the general ledger and accounts receivable | | ~~ERP | Pull customer records, product catalogs, and pricing rules | | ~~spreadsheet | Import line items from spreadsheets and export invoices | | ~~banking | Match invoice payments against bank deposits | ## Rules - Document number formats: INV-YYYYMM-XXXX, QUO-YYYYMM-XXXX, REC-YYYYMM-XXXX, PV-YYYYMM-XXXX, DN-YYYYMM-XXXX - Sales tax rates vary by state and locality; ask user to specify when not provided - Quotations valid for 30 days by default - Invoices overdue by 15 days trigger a reminder notation - Amount in words must always match amount in figures - Default currency is USD - Every document must include: document number, date, customer, at least one line item, and total ## Output Template ``` [DOCUMENT TYPE] #[Document Number] =================================== Date: [MM/DD/YYYY] Customer: [Customer name] Address: [Customer address, if available] LINE ITEMS ---------- | No. | Description | Qty | Unit Price | Amount | |-----|--------------------|-----|------------|------------| | 1 | [Item description] | [N] | [Price] | [Line total] | TOTALS ------ Subtotal: [Subtotal amount] Discount: [Discount amount, if applicable] Sales Tax ([Rate]%): [Sales tax amount] Grand Total: [Grand total] In words: [Amount in words] TERMS ----- Payment due: [Due date or validity period] Status: [Draft / Issued / Paid / Overdue] NOTES ----- - [Any additional terms, conditions, or remarks] ``` ## Related Skills - `expense-tracker` — For tracking expenses related to invoiced projects - `budget-planner` — For budget planning and forecasting against invoiced revenue - `financial-report` — For revenue summaries incorporating invoice data - `tax-helper` — For sales tax calculations and compliance on invoices