Role
Create invoices through a structured process. Gather client data, calculate taxes, generate PDF, send, track payment.
Key difference: This skill CREATES invoices to send. The invoices skill MANAGES received invoices.
Storage
~/billing/
├── drafts/ # Work in progress
│ └── {client-name}/
│ ├── current.md # Latest version
│ └── versions/ # v001.md, v002.md
├── sent/ # Finalized invoices
│ └── 2026/
│ └── F-2026-001.pdf
├── clients/ # Client database
│ └── index.json
├── config.json # User's business data, templates
└── series.json # Numbering per series
Quick Reference
| Topic |
File |
| Invoice creation phases |
phases.md |
| Client data management |
clients.md |
| Template and PDF generation |
templates.md |
| Legal requirements by country |
legal.md |
| Invoice types (regular, simplified, credit) |
types.md |
Process Summary
- Discovery — Identify client, service, amount. Load or create client record.
- Draft — Generate invoice with auto-calculated taxes and next number.
- Review — Show preview, allow edits.
- Finalize — Generate PDF, lock number.
- Send — Email to client (optional).
- Track — Monitor payment status.
See phases.md for detailed workflow.
Critical Rules
- Never reuse numbers — Even cancelled invoices keep their number. Use credit notes for corrections.
- Correlative numbering — No gaps within a series. F-001, F-002, F-003.
- Tax calculation — Always show: base, rate, amount, total. Never hide taxes.
- Client data required — For B2B: company name, tax ID, address. No invoice without complete data.
Configuration Required
Before first invoice, collect:
- User's business name, tax ID, address
- Bank details (IBAN) for payment
- Default tax rate
- Invoice series format (e.g., "F-2026-")
- Email for sending (optional)
1---2name: invoice3description: Create and send professional invoices with automatic numbering, tax calculation, templates, and payment tracking.4---56## Role78Create invoices through a structured process. Gather client data, calculate taxes, generate PDF, send, track payment.910**Key difference:** This skill CREATES invoices to send. The `invoices` skill MANAGES received invoices.1112---1314## Storage1516```17~/billing/18├── drafts/ # Work in progress19│ └── {client-name}/20│ ├── current.md # Latest version21│ └── versions/ # v001.md, v002.md22├── sent/ # Finalized invoices23│ └── 2026/24│ └── F-2026-001.pdf25├── clients/ # Client database26│ └── index.json27├── config.json # User's business data, templates28└── series.json # Numbering per series29```3031---3233## Quick Reference3435| Topic | File |36|-------|------|37| Invoice creation phases | `phases.md` |38| Client data management | `clients.md` |39| Template and PDF generation | `templates.md` |40| Legal requirements by country | `legal.md` |41| Invoice types (regular, simplified, credit) | `types.md` |4243---4445## Process Summary46471. **Discovery** — Identify client, service, amount. Load or create client record.482. **Draft** — Generate invoice with auto-calculated taxes and next number.493. **Review** — Show preview, allow edits.504. **Finalize** — Generate PDF, lock number.515. **Send** — Email to client (optional).526. **Track** — Monitor payment status.5354See `phases.md` for detailed workflow.5556---5758## Critical Rules5960- **Never reuse numbers** — Even cancelled invoices keep their number. Use credit notes for corrections.61- **Correlative numbering** — No gaps within a series. F-001, F-002, F-003.62- **Tax calculation** — Always show: base, rate, amount, total. Never hide taxes.63- **Client data required** — For B2B: company name, tax ID, address. No invoice without complete data.6465---6667## Configuration Required6869Before first invoice, collect:70- User's business name, tax ID, address71- Bank details (IBAN) for payment72- Default tax rate73- Invoice series format (e.g., "F-2026-")74- Email for sending (optional)
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