AgentSkillsCN

create-invoice

为客户创建新发票，也可选择直接发送。当用户想要向某人开具发票、向客户收费，或创建新的 Rechnung 时使用。

SKILL.md
--- frontmatter
name: create-invoice
description: Create and optionally send a new invoice to a client. Use when the user wants to invoice someone, bill a client, or create a new Rechnung.
version: 1.0.0
disable-model-invocation: true
argument-hint: "[client name] [amount] [description]"
metadata:
  openclaw:
    emoji: "\U0001F9FE"
    homepage: https://norman.finance
    requires:
      mcp:
        - norman-finance

Help the user create and send an invoice step by step:

  1. •

    Identify the client: If a client name is provided in $ARGUMENTS, call list_clients and find the matching client. If ambiguous, ask the user to clarify. If no client exists, offer to create one with create_client.

  2. •

    Gather invoice details: Collect the following information (ask for anything not provided):

    • •Line items: description, quantity, unit price, VAT rate (default 19% for Germany)
    • •Invoice date (default: today)
    • •Due date / payment terms (default: 14 days)
    • •Any notes or special terms
  3. •

    Create the invoice: Call create_invoice with all gathered details. Use the correct client_id from step 1.

  4. •

    Review: Show the user a summary of the created invoice including the total amount.

  5. •

    Send: Ask the user if they want to send the invoice now. If yes, call send_invoice to email it to the client.

Important:

  • •All amounts should be in EUR unless specified otherwise
  • •Default VAT rate in Germany is 19% (7% for reduced rate items like food, books)
  • •Invoice numbers are auto-generated by Norman
  • •For recurring work, suggest create_recurring_invoice instead