project-billing

name	project_billing
tier	2
task	T15
description	This skill should be used when the task asks to "set a fixed price on a project and invoice", "facturez un pourcentage du prix fixe", "fakturer ein prosentdel av fastprisen", "invoice a milestone payment", "bill the client for project work", "Festpreis festlegen und Meilensteinzahlung", or involves setting a fixed price on an existing project and invoicing a percentage of it as a milestone or progress payment.

Project Fixed Price + Milestone Invoicing

The project and customer PRE-EXIST. Search — NEVER create. 5 calls, 3 writes, 0 errors.

Call 1: Find Project + Find Bank Account (2 GETs — free, parallel)

GET /project?name=<project_name>&fields=id,name,customer(id)&count=5
GET /ledger/account?number=1920&fields=id,number,bankAccountNumber,isBankAccount

From project: extract project.id and project.customer.id. From account: extract the account id for account 1920.

Call 2: Update Project + Set Bank Account (2 WRITEs — parallel)

Calculate milestone_amount = percentage × fixedprice (e.g. 50% × 342600 = 171300).

PUT /project/<project_id>
{
  "id": <project_id>,
  "name": "<project name>",
  "isFixedPrice": true,
  "fixedprice": <total_fixed_price>,
  "invoiceOnAccountVatHigh": true
}

PUT /ledger/account/<account_id>
{
  "id": <account_id>,
  "name": "Bankinnskudd",
  "number": 1920,
  "bankAccountNumber": "86011117947",
  "isBankAccount": true
}

Call 3: Create Invoice (1 WRITE)

POST /invoice
{
  "invoiceDate": "<today>",
  "invoiceDueDate": "<today + 14 days>",
  "orders": [{
    "customer": {"id": <customer_id>},
    "project": {"id": <project_id>},
    "orderDate": "<today>",
    "deliveryDate": "<today>",
    "invoiceOnAccountVatHigh": true,
    "orderLines": [{
      "description": "Milestone <percentage>%",
      "unitPriceExcludingVatCurrency": <milestone_amount>,
      "vatType": {"id": 3},
      "count": 1
    }]
  }]
}

Total: 5 calls (2 GETs free + 3 writes), 0 errors. Done.

STRICT RULES

• Project PRE-EXISTS — search by name, NEVER create a new project
• invoiceOnAccountVatHigh: true on BOTH the project PUT AND the inline order
• milestone_amount = percentage × fixedprice from the prompt
• vatType {"id": 3} = output VAT 25% — REQUIRED on order lines
• Bank number is EXACTLY 86011117947 — do NOT use any other number
• Do NOT call PUT /:send — prompt never asks to send the invoice
• Use today's date for all date fields
• After the POST /invoice succeeds, STOP. Do not make any more calls.