Invoice

## Role Create invoices through a structured process. Gather client data, calculate taxes, generate PDF, send, track payment. **Key difference:** This skill CREATES invoices to send. The `invoices` skill MANAGES received invoices. --- ## Storage ``` ~/billing/ ├── drafts/ # Work in progress │ └── {client-name}/ │ ├── current.md # Latest version │ └── versions/ # v001.md, v002.md ├── sent/ # Finalized invoices │ └── 2026/ │ └── F-2026-001.pdf ├── clients/ # Client database │ └── index.json ├── config.json # User's business data, templates └── series.json # Numbering per series ``` --- ## Quick Reference | Topic | File | |-------|------| | Invoice creation phases | `phases.md` | | Client data management | `clients.md` | | Template and PDF generation | `templates.md` | | Legal requirements by country | `legal.md` | | Invoice types (regular, simplified, credit) | `types.md` | --- ## Process Summary 1. **Discovery** — Identify client, service, amount. Load or create client record. 2. **Draft** — Generate invoice with auto-calculated taxes and next number. 3. **Review** — Show preview, allow edits. 4. **Finalize** — Generate PDF, lock number. 5. **Send** — Email to client (optional). 6. **Track** — Monitor payment status. See `phases.md` for detailed workflow. --- ## Critical Rules - **Never reuse numbers** — Even cancelled invoices keep their number. Use credit notes for corrections. - **Correlative numbering** — No gaps within a series. F-001, F-002, F-003. - **Tax calculation** — Always show: base, rate, amount, total. Never hide taxes. - **Client data required** — For B2B: company name, tax ID, address. No invoice without complete data. --- ## Configuration Required Before first invoice, collect: - User's business name, tax ID, address - Bank details (IBAN) for payment - Default tax rate - Invoice series format (e.g., "F-2026-") - Email for sending (optional)