# Invoice Document PDF > Generating invoices, contracts, forms, receipts, and business documents as professional PDFs - Skill: `gabrielmoreira/invoice-document-pdf` (Agent Skill) - Install (CLI): `npx skillmds@latest add gabrielmoreira/invoice-document-pdf` - Raw SKILL.md: https://api.skillmd.com/api/skills/gabrielmoreira/invoice-document-pdf/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: AI & ML - Author: gabrielmoreira (https://skillmd.com/u/gabrielmoreira) - Updated: 2026-09-09 - Page: https://skillmd.com/skills/gabrielmoreira/invoice-document-pdf --- # Invoice & Document PDF Generation Generate professional business documents — invoices, contracts, receipts, forms — as polished PDFs. This skill covers templates, data-driven generation, batch processing, digital signatures, and workflow automation. --- ## Invoice PDF Structure A professional invoice follows a standard layout that makes it easy to process, pay, and reconcile. ### Standard Invoice Anatomy ```text ┌───────────────────────────────────────────┐ │ [LOGO] INVOICE │ │ Your Company #INV-2025-0042 │ │ 123 Business Rd │ │ City, State ZIP │ ├─────────────────┬─────────────────────────┤ │ Bill To: │ Invoice Details: │ │ Client Name │ Date: 2025-01-15 │ │ Client Address │ Due: 2025-02-14 │ │ City, State │ Terms: Net 30 │ │ │ PO #: PO-2025-001 │ ├─────────────────┴─────────────────────────┤ │ # │ Description │ Qty │ Rate│ Amt │ │ ───┼───────────────────┼─────┼─────┼─────┤ │ 1 │ Web Development │ 40 │ 150 │$6,000│ │ 2 │ UI/UX Design │ 20 │ 125 │$2,500│ │ 3 │ DevOps Setup │ 8 │ 175 │$1,400│ ├────────────────────────┴─────┴─────┴─────┤ │ Subtotal: $9,900 │ │ Tax (8%): $792 │ │ Discount (5%): -$495 │ │ Total: $10,197 │ ├───────────────────────────────────────────┤ │ Payment Information: │ │ Bank: First National Bank │ │ Account: XXXX-XXXX-1234 │ │ Routing: 021000021 │ │ PayPal: pay@company.com │ ├───────────────────────────────────────────┤ │ Terms & Notes: │ │ Payment due within 30 days. │ │ Late payment subject to 1.5%/mo fee. │ └───────────────────────────────────────────┘ ``` ### Invoice Data Model ```python """Invoice data model with validation.""" from dataclasses import dataclass, field from datetime import datetime, timedelta from decimal import Decimal from typing import Optional, list import uuid @dataclass class LineItem: """A single line item on an invoice.""" description: str quantity: Decimal unit_price: Decimal sku: Optional[str] = None @property def amount(self) -> Decimal: return self.quantity * self.unit_price @dataclass class InvoiceData: """Complete invoice data structure.""" # Invoice identifiers invoice_number: str po_number: Optional[str] = None # Dates issue_date: str = field(default_factory=lambda: datetime.now().strftime("%Y-%m-%d")) due_date: Optional[str] = None payment_terms: str = "Net 30" # Seller (Your company) seller_name: str = "" seller_address: str = "" seller_city: str = "" seller_state: str = "" seller_zip: str = "" seller_phone: str = "" seller_email: str = "" seller_logo_path: Optional[str] = None tax_id: Optional[str] = None # Buyer (Client) client_name: str = "" client_address: str = "" client_city: str = "" client_state: str = "" client_zip: str = "" client_email: Optional[str] = None # Line items line_items: list[LineItem] = field(default_factory=list) # Financial tax_rate: Decimal = Decimal("0") discount_rate: Decimal = Decimal("0") discount_description: str = "Discount" currency_symbol: str = "$" # Payment bank_name: Optional[str] = None bank_account: Optional[str] = None bank_routing: Optional[str] = None payment_instructions: Optional[str] = None # Notes notes: Optional[str] = None terms: Optional[str] = None def __post_init__(self): if not self.due_date: due = datetime.now() + timedelta(days=30) self.due_date = due.strftime("%Y-%m-%d") if not self.invoice_number: self.invoice_number = f"INV-{datetime.now().strftime('%Y%m')}-{uuid.uuid4().hex[:6].upper()}" @property def subtotal(self) -> Decimal: return sum(item.amount for item in self.line_items) @property def tax_amount(self) -> Decimal: return self.subtotal * self.tax_rate @property def discount_amount(self) -> Decimal: return self.subtotal * self.discount_rate @property def total(self) -> Decimal: return self.subtotal + self.tax_amount - self.discount_amount ``` --- ## 2. HTML/CSS Print Templates for Invoices ### Invoice Print Template ```html Invoice {{ invoice.invoice_number }}
{% if invoice.seller_logo_path %} {% endif %}

{{ invoice.seller_name }}

{{ invoice.seller_address }}

{{ invoice.seller_city }}, {{ invoice.seller_state }} {{ invoice.seller_zip }}

{% if invoice.seller_phone %}

Phone: {{ invoice.seller_phone }}

{% endif %} {% if invoice.seller_email %}

Email: {{ invoice.seller_email }}

{% endif %} {% if invoice.tax_id %}

Tax ID: {{ invoice.tax_id }}

{% endif %}

Invoice

#{{ invoice.invoice_number }}

Bill To

{{ invoice.client_name }}

{{ invoice.client_address }}

{{ invoice.client_city }}, {{ invoice.client_state }} {{ invoice.client_zip }}

{% if invoice.client_email %}

{{ invoice.client_email }}

{% endif %}

Invoice Details

{% if invoice.po_number %} {% endif %}
Invoice Date{{ invoice.issue_date }}
Due Date{{ invoice.due_date }}
Payment Terms{{ invoice.payment_terms }}
PO Number{{ invoice.po_number }}
{% for item in invoice.line_items %} {% endfor %}
# Description Qty Rate Amount
{{ loop.index }} {{ item.description }}{% if item.sku %}
SKU: {{ item.sku }}{% endif %}		 {{ item.quantity }} {{ invoice.currency_symbol }}{{ "{:,.2f}".format(item.unit_price) }} {{ invoice.currency_symbol }}{{ "{:,.2f}".format(item.amount) }}
{% if invoice.discount_rate > 0 %} {% endif %} {% if invoice.tax_rate > 0 %} {% endif %}
Subtotal{{ invoice.currency_symbol }}{{ "{:,.2f}".format(invoice.subtotal) }}
{{ invoice.discount_description }} ({{ "{:.0%}".format(invoice.discount_rate) }}) -{{ invoice.currency_symbol }}{{ "{:,.2f}".format(invoice.discount_amount) }}
Tax ({{ "{:.0%}".format(invoice.tax_rate) }}){{ invoice.currency_symbol }}{{ "{:,.2f}".format(invoice.tax_amount) }}
Total{{ invoice.currency_symbol }}{{ "{:,.2f}".format(invoice.total) }}

Payment Information

{% if invoice.bank_name %}

Bank: {{ invoice.bank_name }}

{% endif %} {% if invoice.bank_account %}

Account: {{ invoice.bank_account }}

{% endif %} {% if invoice.bank_routing %}

Routing: {{ invoice.bank_routing }}

{% endif %} {% if invoice.payment_instructions %}

{{ invoice.payment_instructions }}

{% endif %}
{% if invoice.notes %}

Notes

{{ invoice.notes }}

{% endif %} {% if invoice.terms %}

Terms

{{ invoice.terms }}

{% endif %}
``` --- ## 3. Python Invoice Generation ### ReportLab Invoice Generator ```python """Professional invoice generation with ReportLab.""" from reportlab.lib.pagesizes import A4 from reportlab.lib.units import cm, mm from reportlab.lib import colors from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle from reportlab.platypus import ( SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle, Image, PageBreak, KeepTogether ) from reportlab.lib.enums import TA_RIGHT, TA_LEFT, TA_CENTER from decimal import Decimal, ROUND_HALF_UP from datetime import datetime, timedelta class InvoiceGenerator: """Generate professional invoice PDFs using ReportLab.""" def __init__(self, company_info: dict): self.company = company_info self.styles = getSampleStyleSheet() self._setup_styles() def _setup_styles(self): """Set up custom paragraph styles.""" self.styles.add(ParagraphStyle( 'InvoiceTitle', fontName='Helvetica-Bold', fontSize=28, textColor=colors.HexColor('#1a1a2e'), alignment=TA_RIGHT, spaceAfter=4, )) self.styles.add(ParagraphStyle( 'CompanyName', fontName='Helvetica-Bold', fontSize=11, textColor=colors.HexColor('#1a1a2e'), spaceAfter=2, )) self.styles.add(ParagraphStyle( 'SmallText', fontName='Helvetica', fontSize=8.5, textColor=colors.HexColor('#666666'), spaceAfter=1, )) self.styles.add(ParagraphStyle( 'SectionLabel', fontName='Helvetica-Bold', fontSize=8, textColor=colors.HexColor('#999999'), spaceBefore=8, spaceAfter=4, )) def _header_table(self, invoice_data: dict) -> Table: """Create the invoice header with company info and title.""" # Company info company_cells = [ [Paragraph(self.company['name'], self.styles['CompanyName'])], [Paragraph(self.company['address'], self.styles['SmallText'])], [Paragraph( f"{self.company['city']}, {self.company['state']} {self.company['zip']}", self.styles['SmallText'] )], ] if self.company.get('phone'): company_cells.append([Paragraph(f"Phone: {self.company['phone']}", self.styles['SmallText'])]) if self.company.get('email'): company_cells.append([Paragraph(f"Email: {self.company['email']}", self.styles['SmallText'])]) company_table = Table(company_cells, colWidths=[8*cm]) company_table.setStyle(TableStyle([ ('ALIGN', (0, 0), (-1, -1), 'LEFT'), ('VALIGN', (0, 0), (-1, -1), 'TOP'), ('LEFTPADDING', (0, 0), (-1, -1), 0), ('RIGHTPADDING', (0, 0), (-1, -1), 0), ('TOPPADDING', (0, 0), (-1, -1), 1), ('BOTTOMPADDING', (0, 0), (-1, -1), 1), ])) # Invoice title title_cells = [ [Paragraph('INVOICE', self.styles['InvoiceTitle'])], [Paragraph(f"# {invoice_data['invoice_number']}", ParagraphStyle( 'InvNumber', parent=self.styles['SmallText'], fontSize=12, textColor=colors.HexColor('#e94560'), alignment=TA_RIGHT, fontName='Helvetica-Bold', ))], ] title_table = Table(title_cells, colWidths=[8*cm]) title_table.setStyle(TableStyle([ ('ALIGN', (0, 0), (-1, -1), 'RIGHT'), ('VALIGN', (0, 0), (-1, -1), 'TOP'), ('RIGHTPADDING', (0, 0), (-1, -1), 0), ])) header = Table([[company_table, title_table]], colWidths=[8*cm, 8*cm]) header.setStyle(TableStyle([ ('VALIGN', (0, 0), (-1, -1), 'TOP'), ('LINEBELOW', (0, 0), (-1, 0), 3, colors.HexColor('#1a1a2e')), ('BOTTOMPADDING', (0, 0), (-1, 0), 12), ])) return header def _billing_section(self, invoice_data: dict) -> Table: """Create the bill-to and invoice details section.""" bill_to = [ [Paragraph('BILL TO', self.styles['SectionLabel'])], [Paragraph(f"{invoice_data['client_name']}", self.styles['SmallText'])], [Paragraph(invoice_data['client_address'], self.styles['SmallText'])], [Paragraph( f"{invoice_data['client_city']}, {invoice_data['client_state']} {invoice_data['client_zip']}", self.styles['SmallText'] )], ] if invoice_data.get('client_email'): bill_to.append([Paragraph(invoice_data['client_email'], self.styles['SmallText'])]) bill_table = Table(bill_to, colWidths=[8*cm]) bill_table.setStyle(TableStyle([ ('ALIGN', (0, 0), (-1, -1), 'LEFT'), ('VALIGN', (0, 0), (-1, -1), 'TOP'), ('LEFTPADDING', (0, 0), (-1, -1), 0), ('TOPPADDING', (0, 0), (-1, -1), 1), ('BOTTOMPADDING', (0, 0), (-1, -1), 1), ('LINEBELOW', (0, 0), (0, 0), 1, colors.HexColor('#dddddd')), ])) # Invoice details details_data = [ [Paragraph('INVOICE DETAILS', self.styles['SectionLabel']), Paragraph('', self.styles['SmallText'])], ] detail_fields = [ ('Invoice Date', invoice_data['issue_date']), ('Due Date', invoice_data['due_date']), ('Payment Terms', invoice_data.get('payment_terms', 'Net 30')), ] if invoice_data.get('po_number'): detail_fields.append(('PO Number', invoice_data['po_number'])) for label, value in detail_fields: details_data.append([ Paragraph(label, self.styles['SmallText']), Paragraph(f"{value}", ParagraphStyle( 'DetailValue', parent=self.styles['SmallText'], alignment=TA_RIGHT, )), ]) details_table = Table(details_data, colWidths=[3.5*cm, 4.5*cm]) details_table.setStyle(TableStyle([ ('ALIGN', (0, 0), (-1, -1), 'LEFT'), ('VALIGN', (0, 0), (-1, -1), 'TOP'), ('TOPPADDING', (0, 0), (-1, -1), 1), ('BOTTOMPADDING', (0, 0), (-1, -1), 1), ('LINEBELOW', (0, 0), (-1, 0), 1, colors.HexColor('#dddddd')), ])) billing = Table([[bill_table, details_table]], colWidths=[8*cm, 8*cm]) billing.setStyle(TableStyle([ ('VALIGN', (0, 0), (-1, -1), 'TOP'), ])) return billing def _items_table(self, items: list[dict], currency: str = "$") -> Table: """Create the line items table.""" header_row = ['#', 'Description', 'Qty', 'Rate', 'Amount'] data = [header_row] for idx, item in enumerate(items, 1): data.append([ str(idx), item['description'], str(item['quantity']), f"{currency}{item['unit_price']:,.2f}", f"{currency}{item['amount']:,.2f}", ]) col_widths = [0.8*cm, 8.5*cm, 1.5*cm, 2.5*cm, 2.7*cm] table = Table(data, colWidths=col_widths, repeatRows=1) style_cmds = [ # Header ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#1a1a2e')), ('TEXTCOLOR', (0, 0), (-1, 0), colors.white), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('FONTSIZE', (0, 0), (-1, 0), 8.5), ('ALIGN', (0, 0), (0, -1), 'CENTER'), ('ALIGN', (2, 0), (-1, -1), 'RIGHT'), ('ALIGN', (1, 1), (1, -1), 'LEFT'), # Body ('FONTNAME', (0, 1), (-1, -1), 'Helvetica'), ('FONTSIZE', (0, 1), (-1, -1), 9), ('TOPPADDING', (0, 0), (-1, -1), 6), ('BOTTOMPADDING', (0, 0), (-1, -1), 6), ('LEFTPADDING', (0, 0), (-1, -1), 6), ('RIGHTPADDING', (0, 0), (-1, -1), 6), # Grid ('GRID', (0, 0), (-1, -1), 0.5, colors.HexColor('#dee2e6')), ('LINEBELOW', (0, 0), (-1, 0), 2, colors.HexColor('#1a1a2e')), ('LINEBELOW', (0, -1), (-1, -1), 2, colors.HexColor('#1a1a2e')), # Alternating colors *[('BACKGROUND', (0, i), (-1, i), colors.HexColor('#f8f9fa') if i % 2 == 0 else colors.white) for i in range(1, len(data))], ] table.setStyle(TableStyle(style_cmds)) return table def _totals_section(self, subtotal: Decimal, tax_rate: Decimal, discount_rate: Decimal, currency: str = "$") -> Table: """Create the totals section.""" data = [ ['Subtotal', f"{currency}{subtotal:,.2f}"], ] if discount_rate > 0: discount_amt = subtotal * discount_rate data.append([ f'Discount ({discount_rate*100:.0f}%)', f"-{currency}{discount_amt:,.2f}", ]) if tax_rate > 0: tax_amt = subtotal * tax_rate data.append([ f'Tax ({tax_rate*100:.0f}%)', f"{currency}{tax_amt:,.2f}", ]) total = subtotal * (1 + tax_rate - discount_rate) data.append(['Total', f"{currency}{total:,.2f}"]) table = Table(data, colWidths=[5*cm, 3*cm]) style_cmds = [ ('ALIGN', (0, 0), (0, -1), 'RIGHT'), ('ALIGN', (1, 0), (1, -1), 'RIGHT'), ('FONTNAME', (0, 0), (-1, -2), 'Helvetica'), ('FONTSIZE', (0, 0), (-1, -2), 9), ('TOPPADDING', (0, 0), (-1, -1), 3), ('BOTTOMPADDING', (0, 0), (-1, -1), 3), # Total row ('LINEABOVE', (0, -1), (-1, -1), 2, colors.HexColor('#1a1a2e')), ('FONTNAME', (0, -1), (-1, -1), 'Helvetica-Bold'), ('FONTSIZE', (0, -1), (-1, -1), 11), ('TEXTCOLOR', (0, -1), (-1, -1), colors.HexColor('#1a1a2e')), ] if discount_rate > 0: style_cmds += [ ('TEXTCOLOR', (0, 1), (1, 1), colors.HexColor('#e94560')), ] table.setStyle(TableStyle(style_cmds)) return table def _payment_section(self, invoice_data: dict) -> Table: """Create the payment information section.""" cells = [[Paragraph('PAYMENT INFORMATION', self.styles['SectionLabel'])]] if invoice_data.get('bank_name'): cells.append([Paragraph( f"Bank: {invoice_data['bank_name']}", self.styles['SmallText'] )]) if invoice_data.get('bank_account'): cells.append([Paragraph( f"Account: {invoice_data['bank_account']}", self.styles['SmallText'] )]) if invoice_data.get('bank_routing'): cells.append([Paragraph( f"Routing: {invoice_data['bank_routing']}", self.styles['SmallText'] )]) if invoice_data.get('payment_instructions'): cells.append([Paragraph( invoice_data['payment_instructions'], self.styles['SmallText'] )]) table = Table(cells, colWidths=[16*cm]) table.setStyle(TableStyle([ ('BACKGROUND', (0, 0), (-1, -1), colors.HexColor('#f8f9fa')), ('BOX', (0, 0), (-1, -1), 1, colors.HexColor('#dee2e6')), ('TOPPADDING', (0, 0), (-1, -1), 4), ('BOTTOMPADDING', (0, 0), (-1, -1), 4), ('LEFTPADDING', (0, 0), (-1, -1), 12), ('RIGHTPADDING', (0, 0), (-1, -1), 12), ('TOPPADDING', (0, 0), (0, 0), 8), ])) return table def generate(self, invoice_data: dict, output_path: str): """Generate the complete invoice PDF.""" doc = SimpleDocTemplate( output_path, pagesize=A4, leftMargin=2*cm, rightMargin=2*cm, topMargin=1.5*cm, bottomMargin=2*cm, title=f"Invoice {invoice_data['invoice_number']}", author=self.company['name'], ) story = [] # Header story.append(self._header_table(invoice_data)) story.append(Spacer(1, 0.5*cm)) # Billing section story.append(self._billing_section(invoice_data)) story.append(Spacer(1, 0.5*cm)) # Line items for item in invoice_data.get('line_items', []): item['amount'] = item['quantity'] * item['unit_price'] story.append(self._items_table( invoice_data.get('line_items', []), invoice_data.get('currency_symbol', '$') )) story.append(Spacer(1, 0.3*cm)) # Totals story.append(self._totals_section( invoice_data['subtotal'], invoice_data.get('tax_rate', Decimal('0')), invoice_data.get('discount_rate', Decimal('0')), invoice_data.get('currency_symbol', '$'), )) story.append(Spacer(1, 0.5*cm)) # Payment info story.append(self._payment_section(invoice_data)) story.append(Spacer(1, 0.3*cm)) # Notes if invoice_data.get('notes') or invoice_data.get('terms'): notes_cells = [] if invoice_data.get('notes'): notes_cells.append([Paragraph('NOTES', self.styles['SectionLabel'])]) notes_cells.append([Paragraph(invoice_data['notes'], self.styles['SmallText'])]) if invoice_data.get('terms'): notes_cells.append([Paragraph('TERMS', self.styles['SectionLabel'])]) notes_cells.append([Paragraph(invoice_data['terms'], self.styles['SmallText'])]) notes_table = Table(notes_cells, colWidths=[16*cm]) notes_table.setStyle(TableStyle([ ('LINEABOVE', (0, 0), (-1, 0), 1, colors.HexColor('#dddddd')), ('TOPPADDING', (0, 0), (-1, -1), 4), ])) story.append(notes_table) doc.build(story) print(f"Invoice generated: {output_path}") # Usage if __name__ == '__main__': generator = InvoiceGenerator({ 'name': 'Cosmic Stack Labs', 'address': '123 Innovation Drive', 'city': 'San Francisco', 'state': 'CA', 'zip': '94105', 'phone': '(555) 123-4567', 'email': 'billing@cosmicstack.com', }) invoice = { 'invoice_number': 'INV-2025-0042', 'issue_date': '2025-01-15', 'due_date': '2025-02-14', 'payment_terms': 'Net 30', 'po_number': 'PO-2025-001', 'client_name': 'Acme Corporation', 'client_address': '456 Business Ave, Suite 200', 'client_city': 'New York', 'client_state': 'NY', 'client_zip': '10001', 'client_email': 'ap@acmecorp.com', 'line_items': [ {'description': 'Web Development - Frontend React Implementation', 'quantity': 40, 'unit_price': Decimal('150.00')}, {'description': 'UI/UX Design - Dashboard Redesign', 'quantity': 20, 'unit_price': Decimal('125.00')}, {'description': 'DevOps Setup - CI/CD Pipeline Configuration', 'quantity': 8, 'unit_price': Decimal('175.00')}, {'description': 'Database Optimization - Query Performance Tuning', 'quantity': 12, 'unit_price': Decimal('200.00')}, ], 'subtotal': Decimal('9900.00'), 'tax_rate': Decimal('0.08'), 'discount_rate': Decimal('0.05'), 'currency_symbol': '$', 'bank_name': 'First National Bank', 'bank_account': 'XXXX-XXXX-1234', 'bank_routing': '021000021', 'payment_instructions': 'Please include invoice number with payment.', 'notes': 'Thank you for your business!', 'terms': 'Payment due within 30 days. Late payment subject to 1.5% monthly fee.', } generator.generate(invoice, 'invoice_2025_0042.pdf') ``` ### FPDF Invoice Generator (Lightweight Alternative) ```python """Lightweight invoice generation with FPDF2.""" from fpdf import FPDF from decimal import Decimal class InvoicePDF(FPDF): """Simple invoice PDF generator using FPDF.""" def header(self): self.set_font('Helvetica', 'B', 10) self.set_text_color(26, 26, 46) self.cell(0, 8, 'INVOICE', align='R', new_x="LMARGIN", new_y="NEXT") self.line(10, self.get_y(), 200, self.get_y()) self.ln(5) def footer(self): self.set_y(-15) self.set_font('Helvetica', 'I', 8) self.set_text_color(128, 128, 128) self.cell(0, 10, f'Page {self.page_no()}/{{nb}}', align='C') def company_info(self, name, address, city, state, zip_code, phone, email): self.set_font('Helvetica', 'B', 12) self.set_text_color(26, 26, 46) self.cell(0, 6, name, new_x="LMARGIN", new_y="NEXT") self.set_font('Helvetica', '', 9) self.set_text_color(102, 102, 102) self.cell(0, 4, address, new_x="LMARGIN", new_y="NEXT") self.cell(0, 4, f'{city}, {state} {zip_code}', new_x="LMARGIN", new_y="NEXT") self.cell(0, 4, f'Phone: {phone} | Email: {email}', new_x="LMARGIN", new_y="NEXT") self.ln(5) def bill_to(self, client_name, client_address, client_city, client_state, client_zip): self.set_font('Helvetica', 'B', 9) self.set_text_color(153, 153, 153) self.cell(0, 5, 'BILL TO', new_x="LMARGIN", new_y="NEXT") self.set_font('Helvetica', 'B', 10) self.set_text_color(51, 51, 51) self.cell(0, 5, client_name, new_x="LMARGIN", new_y="NEXT") self.set_font('Helvetica', '', 9) self.cell(0, 4, client_address, new_x="LMARGIN", new_y="NEXT") self.cell(0, 4, f'{client_city}, {client_state} {client_zip}', new_x="LMARGIN", new_y="NEXT") self.ln(5) def invoice_details(self, inv_number, issue_date, due_date, terms, po_number=None): self.set_font('Helvetica', 'B', 9) self.set_text_color(153, 153, 153) self.cell(0, 5, 'INVOICE DETAILS', new_x="LMARGIN", new_y="NEXT") details = [ ('Invoice #:', inv_number), ('Date:', issue_date), ('Due:', due_date), ('Terms:', terms), ] if po_number: details.append(('PO #:', po_number)) for label, value in details: self.set_font('Helvetica', '', 9) self.set_text_color(102, 102, 102) self.cell(30, 5, label) self.set_font('Helvetica', 'B', 9) self.set_text_color(51, 51, 51) self.cell(0, 5, value, new_x="LMARGIN", new_y="NEXT") self.ln(5) def line_items(self, items, currency='$'): """Add line items table.""" # Table header self.set_fill_color(26, 26, 46) self.set_text_color(255, 255, 255) self.set_font('Helvetica', 'B', 9) col_widths = [10, 85, 20, 30, 35] headers = ['#', 'Description', 'Qty', 'Rate', 'Amount'] for i, header in enumerate(headers): self.cell(col_widths[i], 8, header, border=1, align='C' if i != 1 else 'L', fill=True) self.ln() # Table body self.set_text_color(51, 51, 51) fill = False for idx, item in enumerate(items, 1): if fill: self.set_fill_color(248, 249, 250) else: self.set_fill_color(255, 255, 255) self.set_font('Helvetica', '', 9) self.cell(col_widths[0], 7, str(idx), border=1, align='C', fill=True) self.cell(col_widths[1], 7, item['description'], border=1, align='L', fill=True) self.cell(col_widths[2], 7, str(item['quantity']), border=1, align='R', fill=True) self.cell(col_widths[3], 7, f"{currency}{item['unit_price']:,.2f}", border=1, align='R', fill=True) self.cell(col_widths[4], 7, f"{currency}{item['amount']:,.2f}", border=1, align='R', fill=True) self.ln() fill = not fill # Bottom line self.line(10, self.get_y(), 200, self.get_y()) self.ln(3) def totals(self, subtotal, tax_rate, discount_rate, currency='$'): """Add totals section.""" self.set_font('Helvetica', '', 9) items = [ ('Subtotal:', f"{currency}{subtotal:,.2f}"), ] if discount_rate > 0: discount_amt = subtotal * discount_rate items.append((f'Discount ({discount_rate*100:.0f}%):', f"-{currency}{discount_amt:,.2f}")) if tax_rate > 0: tax_amt = subtotal * tax_rate items.append((f'Tax ({tax_rate*100:.0f}%):', f"{currency}{tax_amt:,.2f}")) total = subtotal * (1 + tax_rate - discount_rate) items.append(('Total:', f"{currency}{total:,.2f}")) # Right-align totals x_start = 130 for label, value in items: self.set_x(x_start) self.set_text_color(102, 102, 102) self.cell(35, 6, label, align='R') self.set_text_color(51, 51, 51) self.set_font('Helvetica', 'B' if 'Total' in label else '', 9) self.cell(35, 6, value, align='R', new_x="LMARGIN", new_y="NEXT") self.ln(5) def payment_info(self, bank_name, account, routing, instructions=None): """Add payment information block.""" self.set_fill_color(248, 249, 250) self.set_font('Helvetica', 'B', 9) self.set_text_color(26, 26, 46) self.cell(0, 6, 'PAYMENT INFORMATION', border=1, fill=True, new_x="LMARGIN", new_y="NEXT") self.set_font('Helvetica', '', 9) self.set_text_color(51, 51, 51) info = [ (f'Bank: {bank_name}', ''), (f'Account: {account}', ''), (f'Routing: {routing}', ''), ] if instructions: info.append((instructions, '')) for label, _ in info: self.cell(0, 5, label, border=1, new_x="LMARGIN", new_y="NEXT") self.ln(5) # Usage pdf = InvoicePDF() pdf.alias_nb_pages() pdf.add_page() pdf.company_info('Cosmic Stack Labs', '123 Innovation Drive', 'San Francisco', 'CA', '94105', '(555) 123-4567', 'billing@cosmicstack.com') pdf.bill_to('Acme Corporation', '456 Business Ave, Suite 200', 'New York', 'NY', '10001') pdf.invoice_details('INV-2025-0042', '2025-01-15', '2025-02-14', 'Net 30', 'PO-2025-001') items = [ {'description': 'Web Development Services', 'quantity': 40, 'unit_price': 150.00, 'amount': 6000.00}, {'description': 'UI/UX Design', 'quantity': 20, 'unit_price': 125.00, 'amount': 2500.00}, {'description': 'DevOps Setup', 'quantity': 8, 'unit_price': 175.00, 'amount': 1400.00}, ] pdf.line_items(items) pdf.totals(Decimal('9900.00'), Decimal('0.08'), Decimal('0.05')) pdf.payment_info('First National Bank', 'XXXX-XXXX-1234', '021000021', 'Please include invoice number with payment.') pdf.output('fpdf_invoice.pdf') print("FPDF invoice generated: fpdf_invoice.pdf") ``` --- ## 4. Receipt and Contract Templates ### Receipt Template ```html

Receipt

{{ store_name }} | {{ store_location }}

Receipt #:{{ receipt_number }}
Date:{{ date }}
Cashier:{{ cashier }}
{% for item in items %} {% endfor %}
ItemQtyPriceTotal
{{ item.name }} {{ item.qty }} \${{ "{:,.2f}".format(item.price) }} \${{ "{:,.2f}".format(item.total) }}
Total: \${{ "{:,.2f}".format(total) }}
Thank you for your purchase!
``` ### Contract PDF Generation ```python """Generate professional contract PDFs with signature blocks.""" from reportlab.lib.pagesizes import A4 from reportlab.lib.units import cm from reportlab.lib import colors from reportlab.platypus import ( SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle, PageBreak, KeepTogether ) from reportlab.lib.styles import ParagraphStyle from datetime import datetime def generate_contract(output_path: str, contract_data: dict): """Generate a PDF contract with signature blocks.""" doc = SimpleDocTemplate( output_path, pagesize=A4, leftMargin=2.5*cm, rightMargin=2.5*cm, topMargin=2.5*cm, bottomMargin=2.5*cm, title=contract_data.get('title', 'Agreement'), author=contract_data.get('party_a', ''), ) styles = {} styles['title'] = ParagraphStyle( 'ContractTitle', fontName='Helvetica-Bold', fontSize=18, textColor=colors.HexColor('#1a1a2e'), spaceAfter=6, alignment=1, ) styles['subtitle'] = ParagraphStyle( 'ContractSubtitle', fontName='Helvetica', fontSize=10, textColor=colors.HexColor('#666666'), spaceAfter=20, alignment=1, ) styles['h2'] = ParagraphStyle( 'ContractH2', fontName='Helvetica-Bold', …(truncated)