SKILL FILE

Invoice Generator with AI

Generate branded PDF invoices from CRM deals or one-off line items. Send via Resend. Log to ledger as AR. Replaces PandaDoc, FreshBooks, and Stripe Invoicing for solo + small-team businesses.

Download Skill File ↓

What this skill file teaches Claude

Drop one markdown file into your repo. Claude Code learns how to run this entire workflow.

1

Pulls customer + deal from CRM

Reference a contact ID or deal ID; invoice fields auto-fill: company, address, contact name, line items, amount.

2

Branded PDF via the brand system

Uses `packages/brand/css/ebook-print.css` so every invoice matches your brand identity. Change the brand, every future invoice changes.

3

Auto-numbered + dated

Sequential invoice numbers (INV-2026-0042) tracked in the repo. Never collide, never restart by accident.

4

Sends via Resend

Email the PDF to the customer with a configurable cover note. Logs the send event to the CRM.

5

Logs to ledger as AR

New row in the transaction ledger with `status: pending` so the invoice is visible in P&L and runway projections from the moment it's sent.

What you can build with this

Closed deal → invoice

Deal hits 'won' in the CRM. One command: invoice generated, PDF saved, email sent, AR logged. Three minutes start to finish.

One-off project invoice

No deal in the CRM (consulting one-shot, friend's website, freelance project). Skip the CRM step, provide line items directly, get the invoice.

Bulk invoicing for cohort / batch billing

Annual renewal day, cohort start, monthly retainer batch — generate N invoices in one run from a list of contacts.

Get the full skill file

Everything above is 80% of the skill file. Download the complete version with full implementation details, agent prompts, and ready-to-run scripts.

Common questions

Yes — invoice can embed a Stripe payment link or hosted invoice URL. Customer clicks pay; Stripe webhook updates the AR row to `paid`. Closes the loop without a separate tool.
Yes — invoice in the customer's currency (USD, AUD, EUR). Ledger logs both native and home currency.
Configurable per-line. Tax rate stored in `departments/finance/invoices/config.json`. The PDF shows the tax breakdown. For tax filing, use the tax-pack-generator skill (roadmap, Stage 4).
CRM contact address goes straight onto the PDF. No formatting magic — what's in the CRM is what's on the invoice. Edit the CRM, not the invoice.
Yes — re-run with edits, get a new invoice number (INV-…-v2) and the old one is marked superseded in the ledger. Auditable trail.

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