Metadata
- name
- agentic-invoice-skill
- description
- Generate branded invoice and billing-document PDFs for agentic development services, including deposits, milestones, retainers, change orders, pass-through expenses, credits, receipts, refunds, and closeout billing. Use when the user wants structured billing documents from verified contract, SOW, milestone, and payment facts.
- version
- 1.0.10
- metadata
- {"openclaw":{"skillKey":"agentic-invoice-skill","homepage":"https://github.com/CompleteTech-LLC/agentic-invoice-skill","requires":{"bins":["python3"]},"install":[{"kind":"uv","package":"reportlab==4.5.1"},{"kind":"uv","package":"pyyaml==6.0.3"},{"kind":"uv","package":"pypdfium2==5.8.0"},{"kind":"uv","package":"pillow==12.2.0"}]}}
Agentic Invoice Skill
At a Glance
| What it creates |
Best for |
Output |
| Invoices and billing documents |
Deposits, milestones, retainers, support, change orders, credits, receipts, refunds, and closeout |
Branded PDF, Markdown, optional PNG preview |
This skill turns verified billing events, line items, contract references, credits, payment terms, and approval facts into clean CompleteTech-style invoice artifacts. It is local-only: it creates documents and does not issue invoices, collect payment, or call accounting systems.
Included Billing Documents
| Category |
Documents |
| Engagement start |
Pro forma, deposit, pilot, discovery, and contract-deposit invoices. |
| Delivery milestones |
Milestone, prototype, evaluation-work, handoff, final-balance, and time-and-materials invoices. |
| Ongoing services |
Retainer, recurring support, overage, expansion, training, advisory, and pass-through invoices. |
| Adjustments |
Credit memos, refund memos, corrected invoices, void notices, installment requests, and paid-in-full receipts. |
Purpose
| Use |
Scope |
| Billing artifact generation |
Create practical invoice documents for agentic development services from verified billing facts. |
| Lifecycle coverage |
Upfront deposits, scoped pilots, discovery, implementation, evaluation, change orders, retainers, support, expenses, credits, late fees, refunds, and closeout. |
| Operating boundary |
Produce invoice documents only; payment collection, tax decisions, ledger posting, and collections stay with the accounting system or reviewer. |
System Boundary
| Boundary |
Use |
| This skill |
Billing document drafting and invoice-event selection. |
agentic-proposal-skill |
Pricing rationale or commercial scope before approval. |
agentic-contract-skill |
Agreement terms and payment obligations. |
agentic-delivery-skill |
Milestone evidence, delivery records, and acceptance context. |
agentic-email-skill |
The message that accompanies an invoice. |
| Accounting system or reviewer |
Final tax, payment, ledger, and collection decisions. |
Core Workflow
| Step |
Action |
| 1 |
Identify the invoice event: estimate, deposit, milestone, retainer, time and materials, change order, expense, final invoice, credit, late fee, refund, or renewal. |
| 2 |
Gather the required billing facts. |
| 3 |
Use references/invoice-positioning.md for service language and risk boundaries. |
| 4 |
Use references/use-case-decision-table.md to choose the right invoice type. |
| 5 |
Use references/invoice-lifecycle.md for end-to-end billing flow and gates. |
| 6 |
Use references/invoice-catalog.md for the near-exhaustive invoice template library. |
| 7 |
Draft clearly and conservatively; do not invent tax, banking, contract, or accounting facts. |
| Required Fact |
Examples |
| Parties |
Provider, client, billing contact, and legal entity names. |
| Invoice details |
Invoice number, issue date, due date, terms, currency, project name, billing period, and notes. |
| Commercial reference |
Contract, SOW, purchase order, milestone, or delivery evidence. |
| Amounts |
Line items, taxes, discounts, credits, previous payments, and amount due. |
| Payment handling |
Payment instructions, accounting review status, and collection constraints. |
Invoice Selection Guide
Choose by the actual commercial trigger first.
| Trigger Group |
Use These Templates |
| Pre-approval and deposits |
pro-forma-invoice, deposit-request-invoice, pilot-deposit-invoice, discovery-assessment-invoice, contract-deposit-invoice |
| Delivery and closeout |
milestone-invoice, prototype-delivery-invoice, evaluation-work-invoice, handoff-invoice, final-balance-invoice, holdback-release-invoice |
| Ongoing work |
time-and-materials-invoice, monthly-retainer-invoice, recurring-support-invoice, retainer-renewal-invoice |
| Scope changes |
change-order-invoice, rush-fee-invoice, integration-add-on-invoice, expansion-workflow-invoice, training-invoice, advisory-invoice |
| Pass-through and expenses |
usage-pass-through-invoice, expense-reimbursement-invoice, support-overage-invoice |
| Collections and payment status |
late-fee-invoice, installment-invoice, partial-payment-receipt-invoice, paid-in-full-receipt |
| Adjustments |
prepayment-credit-invoice, discount-adjustment-invoice, corrected-invoice, termination-invoice, refund-memo, credit-memo, tax-only-invoice, voided-invoice-notice |
| Selection Rule |
Guidance |
| Several templates fit |
Choose the invoice closest to the actual billing trigger. |
| Delivery happened before acceptance |
If the contract bills on milestone acceptance, use milestone-invoice, not prototype-delivery-invoice. |
| Facts are incomplete |
Keep missing values as TBD and do not invent payment, tax, PO, or banking details. |
Quality Rules
| Rule |
Requirement |
| Amounts and terms |
Use exact client-provided amounts and terms. |
| Line items |
Keep line items specific enough for approval but not cluttered. |
| References |
Tie invoices to contract, SOW, change order, or accepted milestone references when available. |
| Separation |
Separate professional services, third-party pass-throughs, expenses, taxes, credits, and late fees. |
| Unknowns |
Mark drafts as drafts if payment details or tax handling are unknown. |
| Advice boundary |
Do not include legal, tax, or accounting advice unless the user specifically asks for explanatory notes. |
| Fabrication guardrail |
Never fabricate bank accounts, tax IDs, purchase order numbers, tax rates, or compliance status. |
Resource Guide
| Resource |
Role |
references/invoice-positioning.md |
Agentic development service wording, line-item language, and invoice boundaries. |
references/use-case-decision-table.md |
Invoice-type selection for a specific billing event. |
references/invoice-lifecycle.md |
End-to-end invoicing workflows, approval gates, and follow-up steps. |
references/invoice-catalog.md |
Near-exhaustive invoice template library. |
references/template-index.json |
Machine-readable template metadata used by the renderer. |
scripts/render_invoice.py |
Lists invoice templates or renders a draft with placeholders. |
Runtime Permissions
| Area |
Runtime behavior |
| Execution |
Runs local Python entry points: scripts/render_invoice.py and scripts/render_pdf.py. |
| Reads |
Bundled templates, references, examples, assets/logo.png, and user-provided Markdown or invoice variables. |
| Writes |
Only user-selected --out, --png, --markdown-out, or default output/ artifact paths. |
| Network |
Not required and not used for invoice drafting or document rendering. |
| Not Included |
Boundary |
| Payment operations |
Does not collect payment, issue payment links, post to ledgers, or call accounting systems. |
| Credentials |
Does not read banking credentials, accounting credentials, API keys, or CRM tokens. |
| System changes |
Does not create persistence, escalate privileges, run background services, or perform destructive file operations. |
Renderer
Use the local renderer for repeatable invoice drafts, template discovery, and branded artifacts:
python3 scripts/render_invoice.py --list
python3 scripts/render_invoice.py --stage milestone --list
python3 scripts/render_invoice.py --template pilot-deposit-invoice --var client_name=Acme --var invoice_number=INV-1001 --var amount_due=6000
| Need |
Command Pattern |
| List all templates |
python3 scripts/render_invoice.py --list |
| List a stage |
python3 scripts/render_invoice.py --stage milestone --list |
| Render a template |
python3 scripts/render_invoice.py --template pilot-deposit-invoice --var key=value |
| Production polish |
Replace every placeholder with verified invoice, contract, tax, payment, and client facts. |
Rendering to a Branded PDF
Artifacts from this skill are delivered as branded CompleteTech LLC PDF documents. The renderer can emit PDF, Markdown, and optional PNG preview in one local command:
pip install -r requirements.txt
python3 scripts/render_invoice.py --template milestone-invoice \
--out artifact.pdf --png artifact.png \
--title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" \
--meta "INVOICE NO.=INV-2026-0461" --meta "DUE=2026-06-23" --no-cover \
--var client_name="Client Name" --var workflow="support triage"
| Output Need |
Use |
| Branded PDF |
--out artifact.pdf |
| PNG preview |
--png artifact.png |
| Markdown source |
--markdown-out artifact.md |
| Markdown only |
--no-pdf |
| Single-document invoice |
--no-cover |
| Existing billing Markdown to PDF |
python3 scripts/render_pdf.py --markdown invoice.md --out invoice.pdf --logo assets/logo.png --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" |
| Rendering Support |
Details |
| Markdown subset |
#, ##, ###, paragraphs, - bullets, tables, > callouts, **bold**, and [PAGE_BREAK]. |
| Required package |
reportlab==4.5.1 for PDF rendering. |
| Optional preview packages |
pypdfium2==5.8.0 and pillow==12.2.0 for --png. |
| Example output |
See assets/examples/ for rendered Markdown, PDF, and PNG artifacts. |
Network Boundary
This skill is local-only. It does not include outbound network helpers, callbacks, or any helper that posts invoice run metadata to an external service.
