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.
Pulls customer + deal from CRM
Reference a contact ID or deal ID; invoice fields auto-fill: company, address, contact name, line items, amount.
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.
Auto-numbered + dated
Sequential invoice numbers (INV-2026-0042) tracked in the repo. Never collide, never restart by accident.
Sends via Resend
Email the PDF to the customer with a configurable cover note. Logs the send event to the CRM.
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
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