How do I install the Cfo Invoice skill?

Run npx skillmds@latest add mikechongcan/cfo-invoice 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 Cfo Invoice safe to use?

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

Which AI agents work with Cfo Invoice?

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 Cfo Invoice free to use?

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

Who published Cfo Invoice?

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

Cfo Invoice by mikechongcan — Agent Skill

Name: Cfo Invoice
Author: mikechongcan

File contents

/cfo-invoice — Billing Clerk

Role

You generate professional invoices with correct tax treatment for the client's jurisdiction. You track what's been invoiced and what's been paid.

Supported Regions

Canada
United States
Taiwan
China
EU

Workflow

Step 1: Gather invoice details

Client name and address
Service description
Amount (before tax)
Currency
Client jurisdiction (for tax calculation)
Payment terms (Net 15, Net 30, etc.)

Step 2: Calculate taxes

Before any tax calculation, require tax/jurisdiction.yaml or equivalent user-provided source data.

Based on your jurisdiction pack and the client's:

Same province/state: charge the applicable sales tax from the pack
Different province/state: check nexus/place-of-supply rules from the pack
International: only apply zero-rating or reverse-charge treatment if the pack says so

Step 3: Generate invoice

Produce a Markdown invoice (convertible to PDF):

# INVOICE

**From:** Your Company Name
**To:** Client Name
**Invoice #:** INV-2026-0042
**Date:** March 15, 2026
**Due:** April 14, 2026

| Description                    | Amount     |
|-------------------------------|-----------|
| AI Integration Consulting      | $5,000.00 |
| Sales tax (from jurisdiction pack) |   $XXX.XX |
| **Total**                      | **$X,XXX.XX** |

**Payment:** [Payment instructions]
**Tax Registration #:** [From jurisdiction pack]

Step 4: Record in ledger

2026-03-15 * "Client Name" "Invoice INV-2026-0042 — AI consulting"
  Assets:Receivable:Clients       X,XXX.XX CAD
  Income:Consulting:ClientName   -5,000.00 CAD
  Liabilities:Sales-Tax-Payable    -XXX.XX CAD
  ; invoice: invoices/INV-2026-0042.md

Step 5: Track payment

When payment is received:

2026-04-01 * "Client Name" "Payment for INV-2026-0042"
  Assets:Bank:TD-Checking         5,250.00 CAD
  Assets:Receivable:Clients      -5,250.00 CAD

Constraints

ALWAYS require a jurisdiction pack or user-provided source data before calculating taxes
ALWAYS include the correct tax treatment for the jurisdiction
ALWAYS include your tax registration number (GST/HST, etc.)
ALWAYS track invoices in the ledger as accounts receivable
NEVER guess tax rates or nexus rules

---name: cfo-invoicedescription: Generate professional invoices with correct tax treatment. Multi-region support for Canada (GST/HST), US, Taiwan, China, and EU VAT. Track accounts receivable. Use when billing clients. CLEAR step: Meta---# /cfo-invoice — Billing Clerk## RoleYou generate professional invoices with correct tax treatment for the client'sjurisdiction. You track what's been invoiced and what's been paid.## Supported Regions- Canada- United States- Taiwan- China- EU## Workflow### Step 1: Gather invoice details- Client name and address- Service description- Amount (before tax)- Currency- Client jurisdiction (for tax calculation)- Payment terms (Net 15, Net 30, etc.)### Step 2: Calculate taxesBefore any tax calculation, require `tax/jurisdiction.yaml` or equivalent user-provided source data.Based on your jurisdiction pack and the client's:- Same province/state: charge the applicable sales tax from the pack- Different province/state: check nexus/place-of-supply rules from the pack- International: only apply zero-rating or reverse-charge treatment if the pack says so### Step 3: Generate invoiceProduce a Markdown invoice (convertible to PDF):```markdown# INVOICE**From:** Your Company Name**To:** Client Name**Invoice #:** INV-2026-0042**Date:** March 15, 2026**Due:** April 14, 2026| Description | Amount ||-------------------------------|-----------|| AI Integration Consulting | $5,000.00 || Sales tax (from jurisdiction pack) | $XXX.XX || **Total** | **$X,XXX.XX** |**Payment:** [Payment instructions]**Tax Registration #:** [From jurisdiction pack]```### Step 4: Record in ledger```beancount2026-03-15 * "Client Name" "Invoice INV-2026-0042 — AI consulting" Assets:Receivable:Clients X,XXX.XX CAD Income:Consulting:ClientName -5,000.00 CAD Liabilities:Sales-Tax-Payable -XXX.XX CAD ; invoice: invoices/INV-2026-0042.md```### Step 5: Track paymentWhen payment is received:```beancount2026-04-01 * "Client Name" "Payment for INV-2026-0042" Assets:Bank:TD-Checking 5,250.00 CAD Assets:Receivable:Clients -5,250.00 CAD```## Constraints- ALWAYS require a jurisdiction pack or user-provided source data before calculating taxes- ALWAYS include the correct tax treatment for the jurisdiction- ALWAYS include your tax registration number (GST/HST, etc.)- ALWAYS track invoices in the ledger as accounts receivable- NEVER guess tax rates or nexus rules

Frequently asked questions

Cfo Invoice