claude-office-skills Invoice Template Skill
Overview
This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.
How to Use
- Describe what you want to accomplish
- Provide any required input data or files
- I'll execute the appropriate operations
Example prompts:
- "Generate invoices from order data"
- "Create recurring invoices"
- "Batch generate monthly invoices"
- "Customize invoice templates per client"
Domain Knowledge
Invoice Data Structure
invoice_data = {
"invoice_number": "INV-2026-001",
"date": "2026-01-30",
"due_date": "2026-02-28",
"from": {
"name": "Your Company",
"address": "123 Business St",
"email": "billing@company.com"
},
"to": {
"name": "Client Name",
"address": "456 Client Ave",
"email": "client@example.com"
},
"items": [
{"description": "Consulting", "quantity": 10, "rate": 150.00},
{"description": "Development", "quantity": 20, "rate": 100.00}
],
"tax_rate": 0.08,
"notes": "Payment due within 30 days"
}
PDF Generation with ReportLab
from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
from reportlab.lib.units import inch
def create_invoice(data: dict, output_path: str):
c = canvas.Canvas(output_path, pagesize=letter)
width, height = letter
# Header
c.setFont("Helvetica-Bold", 24)
c.drawString(1*inch, height - 1*inch, "INVOICE")
# Invoice details
c.setFont("Helvetica", 12)
c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")
c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")
# From/To
y = height - 2.5*inch
c.drawString(1*inch, y, f"From: {data['from']['name']}")
c.drawString(4*inch, y, f"To: {data['to']['name']}")
# Items table
y = height - 4*inch
c.setFont("Helvetica-Bold", 10)
c.drawString(1*inch, y, "Description")
c.drawString(4*inch, y, "Qty")
c.drawString(5*inch, y, "Rate")
c.drawString(6*inch, y, "Amount")
c.setFont("Helvetica", 10)
subtotal = 0
for item in data['items']:
y -= 0.3*inch
amount = item['quantity'] * item['rate']
subtotal += amount
c.drawString(1*inch, y, item['description'])
c.drawString(4*inch, y, str(item['quantity']))
c.drawString(5*inch, y, f"${item['rate']:.2f}")
c.drawString(6*inch, y, f"${amount:.2f}")
# Totals
tax = subtotal * data['tax_rate']
total = subtotal + tax
y -= 0.5*inch
c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")
y -= 0.25*inch
c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")
y -= 0.25*inch
c.setFont("Helvetica-Bold", 12)
c.drawString(5*inch, y, f"Total: ${total:.2f}")
c.save()
return output_path
HTML Template Approach
from weasyprint import HTML
from jinja2 import Template
invoice_template = """
<!DOCTYPE html>
<html>
<head>
<style>
body { font-family: Arial; margin: 40px; }
.header { display: flex; justify-content: space-between; }
table { width: 100%; border-collapse: collapse; margin: 20px 0; }
th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }
.total { font-weight: bold; font-size: 18px; }
</style>
</head>
<body>
<div class="header">
<h1>INVOICE</h1>
<div>
<p>Invoice #: {{ invoice_number }}</p>
<p>Date: {{ date }}</p>
</div>
</div>
<table>
<tr><th>Description</th><th>Qty</th><th>Rate</th><th>Amount</th></tr>
{% for item in items %}
<tr>
<td>{{ item.description }}</td>
<td>{{ item.quantity }}</td>
<td>${{ "%.2f"|format(item.rate) }}</td>
<td>${{ "%.2f"|format(item.quantity * item.rate) }}</td>
</tr>
{% endfor %}
</table>
<p class="total">Total: ${{ "%.2f"|format(total) }}</p>
</body>
</html>
"""
def create_invoice_html(data: dict, output_path: str):
template = Template(invoice_template)
# Calculate total
total = sum(i['quantity'] * i['rate'] for i in data['items'])
total *= (1 + data.get('tax_rate', 0))
data['total'] = total
html = template.render(**data)
HTML(string=html).write_pdf(output_path)
return output_path
Best Practices
- Validate required fields before generation
- Use templates for consistent branding
- Auto-calculate totals (don't trust input)
- Include payment instructions and terms
Installation
# Install required dependencies
pip install python-docx openpyxl python-pptx reportlab jinja2