| name | invoice-health-check |
| description | Use when scoring invoice completeness, billing accuracy, customer clarity, and collection risk before sending an invoice or publishing a shareable invoice review. |
Invoice Health Check
Use this skill to review an invoice for correctness, clarity, and collection risk before it goes out.
Inputs
- Invoice draft or export.
- Customer account details, contract or order form, payment terms, billing policy, tax requirements, and prior dispute history.
- Optional benchmark: company invoice checklist or brand tone.
Workflow
- Check required invoice fields: legal entity, customer name, billing contact, invoice number, date, due date, terms, currency, tax details, remittance instructions, and payment link.
- Check billing logic: products, quantities, rates, discounts, credits, billing period, proration, taxes, and totals.
- Check customer clarity: line descriptions, usage details, support contact, and explanatory notes for unusual charges.
- Check collection risk: overdue history, invoice complexity, missing PO, disputed account, weak contact, and large variance from prior invoice.
- Score the invoice from 0-100 and explain the drivers.
Output
Return:
- Invoice health score.
- Pass/fail checklist.
- Material issues and recommended fixes.
- Collection-risk notes.
- Customer-safe explanation for non-obvious charges when requested.
Guardrails
- Do not approve an invoice if contract support is missing for material charges.
- Do not add tax, legal, or payment language unless source policy supports it.
- Do not send the invoice.
- Keep the score explainable and source-backed.
