Invoice Generator

Use When

• •User asks to create or send an invoice
• •User wants to bill a client for work done
• •User needs a professional invoice for freelance work
• •User asks to track outstanding invoices or payments
• •User says "invoice [client] for [amount]"

Don't Use When

• •User wants a full contract (use contract-drafter instead)
• •User wants to track personal expenses (use expense-tracker instead)

Important Disclaimer

Invoices generated by this AI are for convenience only. Verify all amounts, tax calculations, and legal requirements for your jurisdiction before sending.

Invoice Fields

Every invoice should include:

1. •Invoice number: Sequential (INV-001, INV-002, etc.)
2. •Date: Issue date
3. •Due date: Payment deadline (default: Net 30)
4. •From: Your name/business, address, email
5. •To: Client name/business, address, email
6. •Line items: Description, quantity, rate, amount
7. •Subtotal
8. •Tax (if applicable)
9. •Total
10. •Payment instructions: Bank transfer, PayPal, etc.
11. •Notes: Late payment terms, thank you message

Invoice Template (Markdown)

# INVOICE

**Invoice #:** INV-XXX
**Date:** YYYY-MM-DD
**Due Date:** YYYY-MM-DD

---

**From:**
[Your Name/Business]
[Address]
[Email]

**To:**
[Client Name/Business]
[Address]
[Email]

---

| Description | Qty | Rate | Amount |
|-------------|-----|------|--------|
| [Service 1] | X | $XX.XX | $XX.XX |
| [Service 2] | X | $XX.XX | $XX.XX |

| | |
|---|---|
| **Subtotal** | $XX.XX |
| **Tax (X%)** | $XX.XX |
| **Total** | **$XX.XX** |

---

**Payment Terms:** Net 30
**Payment Method:** [Bank transfer / PayPal / etc.]

Thank you for your business!

Process

1. •Ask for client name and services provided
2. •Get amounts/rates for each line item
3. •Ask about tax requirements
4. •Generate the invoice in markdown
5. •Save to documents/invoices/INV-XXX-[client]-[date].md
6. •Offer to email the invoice to the client (if email skill is available)

Tracking

Maintain an invoice ledger in data/invoices/ledger.jsonl:

{"number":"INV-001","client":"Acme Corp","amount":1500.00,"date":"2026-02-12","due":"2026-03-14","status":"sent"}

Status values: draft, sent, paid, overdue, cancelled

Payment Terms

Common terms to offer:

• •Due on receipt: Payment expected immediately
• •Net 15: Due within 15 days
• •Net 30: Due within 30 days (most common)
• •Net 60: Due within 60 days
• •2/10 Net 30: 2% discount if paid within 10 days, otherwise due in 30

Late Payment

Include standard late payment language:

A late fee of 1.5% per month will be applied to overdue balances. If payment is not received within 60 days, the account may be referred to collections.