How do I install the Invoice Organizer skill?

Run npx skillmds@latest add aaaaqwq/invoice-organizer in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Invoice Organizer safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: docs only. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Invoice Organizer?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Invoice Organizer free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Invoice Organizer?

aAAaqwq (@aaaaqwq) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Invoice Organizer by aaaaqwq — Agent Skill

Name: Invoice Organizer
Rating: 4.5 (4 reviews)
Author: aAAaqwq

File contents

Invoice Organizer Guide

Automatically organize invoices and receipts for tax preparation and bookkeeping.

When to Use

Preparing for tax season
Managing business expenses
Organizing messy receipt folders
Setting up invoice filing systems
Archiving financial records
Preparing documentation for accountants

Workflow

Scan - Identify all invoice files
Extract - Read key information from each
Rename - Apply consistent naming format
Organize - Sort into logical folders
Report - Generate CSV summary

Information Extraction

From each invoice, extract:

Vendor/company name
Invoice number
Date
Amount
Product/service description
Payment method

Naming Convention

YYYY-MM-DD Vendor - Invoice - Description.ext

Examples:

2024-03-15 Adobe - Invoice - Creative Cloud.pdf
2024-01-10 Amazon - Receipt - Office Supplies.pdf

Organization Patterns

By Vendor

Invoices/
├── Adobe/
├── Amazon/
├── Google/
└── Microsoft/

By Year and Category (Tax-Friendly)

Invoices/
├── 2024/
│   ├── Software/
│   ├── Hardware/
│   ├── Services/
│   └── Travel/
└── 2023/

By Quarter

Invoices/
├── 2024/
│   ├── Q1/
│   ├── Q2/
│   ├── Q3/
│   └── Q4/

By Tax Category

Invoices/
├── Deductible/
├── Partially-Deductible/
└── Personal/

Commands

# Find all invoices
find . -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.png" \) -print

# Create folder structure
mkdir -p "Invoices/2024/Software/Adobe"

# Copy with new name (preserve original)
cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf"

CSV Export Format

Date,Vendor,Invoice Number,Description,Amount,Category,File Path
2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,path/to/file.pdf

Useful for:

Importing into accounting software
Sharing with accountants
Expense tracking and reporting
Tax preparation

Handling Special Cases

Missing Information

Flag file for manual review
Use file modification date as fallback
Create "Needs-Review/" folder

Duplicate Invoices

Compare file hashes
Keep highest quality version
Note duplicates in summary

Multiple Formats

Works with:

PDF invoices
Scanned receipts (JPG, PNG)
Email attachments
Screenshots
Bank statements

Best Practices

Backup originals before reorganizing
Use consistent date format (YYYY-MM-DD)
Organize monthly, not annually
Keep receipts 7 years (audit period)
Tag by deductibility for taxes

---name: invoice-organizerdescription: Use when "organizing invoices", "sorting receipts", "tax preparation", "expense tracking", or asking about "invoice renaming", "financial documents", "bookkeeping automation"---  # Invoice Organizer Guide Automatically organize invoices and receipts for tax preparation and bookkeeping. ## When to Use - Preparing for tax season - Managing business expenses - Organizing messy receipt folders - Setting up invoice filing systems - Archiving financial records - Preparing documentation for accountants ## Workflow 1. **Scan** - Identify all invoice files 2. **Extract** - Read key information from each 3. **Rename** - Apply consistent naming format 4. **Organize** - Sort into logical folders 5. **Report** - Generate CSV summary ## Information Extraction From each invoice, extract: - Vendor/company name - Invoice number - Date - Amount - Product/service description - Payment method ## Naming Convention ``` YYYY-MM-DD Vendor - Invoice - Description.ext ``` Examples: - `2024-03-15 Adobe - Invoice - Creative Cloud.pdf` - `2024-01-10 Amazon - Receipt - Office Supplies.pdf` ## Organization Patterns ### By Vendor ``` Invoices/ ├── Adobe/ ├── Amazon/ ├── Google/ └── Microsoft/ ``` ### By Year and Category (Tax-Friendly) ``` Invoices/ ├── 2024/ │ ├── Software/ │ ├── Hardware/ │ ├── Services/ │ └── Travel/ └── 2023/ ``` ### By Quarter ``` Invoices/ ├── 2024/ │ ├── Q1/ │ ├── Q2/ │ ├── Q3/ │ └── Q4/ ``` ### By Tax Category ``` Invoices/ ├── Deductible/ ├── Partially-Deductible/ └── Personal/ ``` ## Commands ```bash # Find all invoices find . -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.png" \) -print # Create folder structure mkdir -p "Invoices/2024/Software/Adobe" # Copy with new name (preserve original) cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf" ``` ## CSV Export Format ```csv Date,Vendor,Invoice Number,Description,Amount,Category,File Path 2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,path/to/file.pdf ``` Useful for: - Importing into accounting software - Sharing with accountants - Expense tracking and reporting - Tax preparation ## Handling Special Cases ### Missing Information - Flag file for manual review - Use file modification date as fallback - Create "Needs-Review/" folder ### Duplicate Invoices - Compare file hashes - Keep highest quality version - Note duplicates in summary ### Multiple Formats Works with: - PDF invoices - Scanned receipts (JPG, PNG) - Email attachments - Screenshots - Bank statements ## Best Practices - Backup originals before reorganizing - Use consistent date format (YYYY-MM-DD) - Organize monthly, not annually - Keep receipts 7 years (audit period) - Tag by deductibility for taxes

Frequently asked questions

Invoice Organizer