invoice-generator

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• SKILL.md

SKILL.md (first lines)

# 🧾 Invoice Generator — Professional Invoice Builder
*Generate complete invoices with line items, tax calculations, payment instructions, and structured data ready for PDF generation or email delivery.*

## Activation

When this skill activates, output:

`🧾 Invoice Generator — Generating your invoice...`

| Context | Status |
|---------|--------|
| **User says "invoice", "generate invoice", "create invoice"** | ACTIVE |
| **User wants to bill a client for completed work** | ACTIVE |
| **User mentions line items, payment terms, or invoice numbers** | ACTIVE |
| **User wants a full contract (not just billing)** | DORMANT — see contract-template |
| **User wants financial projections (not invoicing)** | DORMANT — see financial-model |
| **User wants to onboard a new client** | DORMANT — see client-onboarding |

## Protocol

### Step 1: Gather Inputs

Ask the user for:
- **Your business info**: Company name, address, email, phone, logo URL (optional)
- **Client info**: Client name, company, address, email
- **Line items**: Description, quantity, unit price for each item/service
- **Payment terms**: Net 15, Net 30, Net 60, due on receipt?
- **Tax**: Tax rate (%), tax ID/VAT number (optional)
- **Discounts**: Any discounts to apply? (% or fixed amount)
- **Payment methods**: Bank transfer, Stripe, PayPal, check?
- **Invoice number format**: Preference? (e.g., INV-2026-001, or auto-generate)
- **Currency**: USD, EUR, GBP, etc.

### Step 2: Generate Invoice Number

**Configurable formats:**

| Format | Example | Best For |
|--------|---------|----------|
| Sequential | INV-001 | Simple, solo freelancer |
| Year-sequential | INV-2026-001 | Annual tracking |
| Client-prefixed | INV-ACME-001 | Multi-client businesses |
| Date-based | INV-20260301-001 | High volume, daily tracking |
| Project-based | INV-PROJ42-001 | Per-project billing |

**Auto-generation logic:**
```
Format: [PREFIX]-[YEAR]-[SEQ]
Example: INV-2026-001

Next invoice: Check last invoice number, increment sequence.
If new year: reset sequence to 001.
```

### Step 3: Calculate Totals

Build the invoice calculation:

```
── LINE ITEMS ─────────────────────────────

#  Description                    Qty    Rate       Amount
1  [item description]             [qty]  $[rate]    $[amount]
2  [item description]             [qty]  $[rate]    $[amount]
3  [item description]             [qty]  $[rate]    $[amount]

───────────────────────────────────────────
                          Subtotal:  $[subtotal]
                      Discount (X%): -$[discount]
                   Subtotal after discount: $[after_discount]
                          Tax (X%):  $[tax]
                          ─────────────────
                            TOTAL:  $[total]
```

**Calculation rules:**
- Subtotal = Σ (quantity × unit_rate) for each line item
- Discount applied to subtotal (before tax)
- Tax calculated on discounted subtotal
- Total = discounted subtotal + tax
- Round all amounts to 2 decimal places
- Display currency symbol consistently

### Step 4: Payment Instructions

Generate payment details based on selected methods:

**Bank Transfer:**
```
── PAYMENT BY BANK TRANSFER ───────────────
Bank: [bank name]
Account name: [name]
Account number: [number]
Routing number: [number]
SWIFT/BIC: [code] (for international)
Reference: [invoice number]
```

**Stripe Payment Link:**
```
── PAY ONLINE ─────────────────────────────
Pay securely via credit card:
[Stripe payment link URL]
```

**PayPal:**
```
── PAYPAL ─────────────────────────────────
Send payment to: [email]
Reference: [invoice number]
```

**Check:**
```
── PAY BY CHECK ───────────────────────────
Make payable to: [company name]
Mail to: [address]
Memo: [invoice number]
```

From jtucker9/mystuff, MIT.

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