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---5
6## Role
7
8Create invoices through a structured process. Gather client data, calculate taxes, generate PDF, send, track payment.
9
10**Key difference:** This skill CREATES invoices to send. The `invoices` skill MANAGES received invoices.
11
12---
13
14## Storage
15
16```
17~/billing/
18├── drafts/ # Work in progress
19│ └── {client-name}/
20│ ├── current.md # Latest version
21│ └── versions/ # v001.md, v002.md
22├── sent/ # Finalized invoices
23│ └── 2026/
24│ └── F-2026-001.pdf
25├── clients/ # Client database
26│ └── index.json
27├── config.json # User's business data, templates
28└── series.json # Numbering per series
29```
30
31---
32
33## Quick Reference
34
35| 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` |
42
43---
44
45## Process Summary
46
471. **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.
53
54See `phases.md` for detailed workflow.
55
56---
57
58## Critical Rules
59
60- **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.
64
65---
66
67## Configuration Required
68
69Before first invoice, collect:
70- User's business name, tax ID, address
71- Bank details (IBAN) for payment
72- Default tax rate
73- Invoice series format (e.g., "F-2026-")
74- Email for sending (optional)
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