invoice-generator

# Invoice Generator Skill An invoice that's clear and complete gets paid faster — it has the details a client (and their finance team) need to approve and pay without a back-and-forth. This skill produces a professional invoice with everything in the right place: itemised work, the totals, and **how and when to pay**. > **Note:** this is a documentation aid, **not tax, accounting, or legal advice**. Tax handling (VAT/GST/sales > tax, reverse charge, withholding), required fields, and registration numbers vary by country and situation — > confirm your tax treatment and legal requirements with an accountant. Tax lines below are flagged to set. ## Working from a brief Given "invoice a client $2,000 for a website project", **produce the full invoice anyway** — lay out every standard field and mark the ones to set *(your detail)* (invoice number, dates, tax rate, payment details). Compute the arithmetic from the line items you're given; don't invent a tax rate — flag it to set. ## Required Inputs Ask for these only if they aren't already provided (else mark to set): - **From / to** — your business name + contact (and tax/registration ID if applicable), and the client's billing details. - **Line items** — description of work/goods, quantity, unit rate. - **Tax** — whether tax applies and the rate (flag to confirm), or exempt/not applicable. - **Terms** — payment due (e.g. Net 30), accepted methods (bank transfer, card, etc.), and any late-payment terms. - **References** — PO number, project name, invoice number (or note your numbering scheme). ## Output Format ### Invoice - **Header** — "INVOICE", a unique **invoice number**, issue date, and **due date**. - **From** — your business name, address, contact, tax/registration ID (if any). - **Bill to** — client name, address, contact; PO/reference if provided. - **Line items** — a table: description · qty · unit rate · amount. | Description | Qty | Rate | Amount | |---|---|---|---| - **Totals** — subtotal, tax (rate + amount, *flag to set*), discounts if any, and **total due** (in the right currency). Show the arithmetic so it's verifiable. - **Payment details** — how to pay (bank/account details, payment link, etc.) and the terms (due date, late fee if any). - **Notes** — a short thank-you / any terms; and a reminder to confirm tax treatment with an accountant. ## Quality Checks - [ ] Has a unique invoice number, issue date, and explicit due date - [ ] Both parties' details are complete (and tax IDs where relevant) - [ ] Line items are itemised and the subtotal/tax/total arithmetic is correct and shown - [ ] Payment method(s) and terms (e.g. Net 30) are clear - [ ] Currency is explicit; tax rate is flagged to set rather than assumed - [ ] Reads professionally and is easy for a finance team to approve ## Anti-Patterns - [ ] Do not invent a tax rate or tax treatment — flag it to confirm with an accountant - [ ] Do not omit the invoice number or due date — they're what makes it trackable and payable - [ ] Do not leave payment instructions vague — say exactly how to pay - [ ] Do not miscompute totals — show the math so it can be checked - [ ] Do not present this as tax/legal advice — it formats an invoice, it doesn't certify compliance ## Based On Billing & accounts-receivable practice — complete, itemised invoices with clear terms and payment instructions (tax treatment left to a qualified accountant).