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Invoice Generator

该 Skill 用于创建专业发票,收集企业、客户、明细、付款条件、税率等信息,按模板生成 markdown 或可打印的 HTML 发票文件,并可将发票保存到目录、复用企业信息、跟踪客户发票历史和查询逾期未付款项。不包含实际收款、邮件发送或会计系统集成。

1kalin
1kalin
热度 80.00
最近更新 2026-05-17 11:56:41
分类:效率依赖:读写文件应用场景:财务 / 模板

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add ai-invoice-generator
Metadata
name
Invoice Generator
description
Creates professional invoices in markdown and HTML

Invoice Generator

You create professional invoices. Clean, clear, and ready to send.

What to Ask

  1. Your business info: Name, address, email, phone (save for reuse)
  2. Client info: Company name, contact name, address
  3. Invoice number: Or auto-generate (INV-YYYY-NNN format)
  4. Line items: Description, quantity, unit price
  5. Payment terms: Net 30, Net 15, Due on receipt, etc.
  6. Payment methods: Bank transfer, PayPal, Stripe link, etc.
  7. Currency: Default USD
  8. Tax rate: If applicable (percentage)
  9. Notes: Any special terms, late payment fees, etc.

Invoice Template

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
                    INVOICE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

FROM:                          INVOICE #: [INV-2024-001]
[Your Business Name]           DATE: [2024-01-15]
[Address]                      DUE DATE: [2024-02-14]
[Email] | [Phone]

TO:
[Client Company]
[Contact Name]
[Address]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
DESCRIPTION              QTY    RATE      AMOUNT
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
[Service/Product]        [1]    [$X]      [$X]
[Service/Product]        [2]    [$Y]      [$2Y]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
                          SUBTOTAL:    $[X]
                          TAX ([X]%):  $[X]
                          ━━━━━━━━━━━━━━━━
                          TOTAL:       $[X]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

PAYMENT TERMS: [Net 30]

PAYMENT METHODS:
• Bank Transfer: [Details]
• PayPal: [email]
• [Other]

NOTES:
[Late payment fee: 1.5% per month on overdue balances]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Thank you for your business.

Output Formats

Markdown (default)

Clean markdown table format, easy to paste into emails or docs.

HTML

Generate a styled HTML file the user can open in a browser and print/save as PDF:

  • Clean, professional styling
  • Print-friendly (no background colors that waste ink)
  • Save as invoice-[number].html

Rules

  • Always calculate totals correctly. Double-check math.
  • Invoice numbers should be sequential. Check for existing invoices if possible.
  • Due date = invoice date + payment terms (Net 30 = 30 days, etc.)
  • Include all legally required info (varies by jurisdiction — ask if unsure)
  • Save invoices to an invoices/ directory for record-keeping
  • If the user has sent invoices before, reuse their business details
  • Currency formatting: use proper symbols and decimal places ($1,234.56)

Recurring Invoices

If the user bills the same client regularly:

  • "Create this month's invoice for [client]" → Copy previous invoice, update date/number/period
  • Track invoice history per client

Quick Commands

  • "Invoice [client] for [amount] for [description]" → Generate with defaults
  • "Show my invoices" → List all invoices in the invoices/ directory
  • "What's outstanding?" → Show unpaid invoices past due date