invoice-generator

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

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# CLAUDE OFFICE SKILL - Enhanced Metadata v2.0
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# Basic Information
name: invoice-generator
description: "Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations."
version: "1.0.0"
author: claude-office-skills
license: MIT

# Categorization
category: finance
tags:
  - invoice
  - billing
  - generator
  - finance
  - business
department: Finance

# AI Model Compatibility
models:
  recommended:
    - claude-sonnet-4
    - claude-opus-4
  compatible:
    - claude-3-5-sonnet
    - gpt-4
    - gpt-4o

# MCP Tools Integration
mcp:
  server: office-mcp
  tools:
    - create_docx
    - fill_docx_template
    - docx_to_pdf
  optional_tools:
    - create_xlsx

# Skill Capabilities
capabilities:
  - invoice_creation
  - tax_calculation
  - currency_handling
  - professional_formatting

# Input/Output Specification
input:
  required:
    - type: text
      name: client_info
      description: Client name, address, contact
    - type: text
      name: line_items
      description: Products/services with quantities and prices
  optional:
    - type: text
      name: currency
      description: Currency (USD, EUR, CNY, etc.)
    - type: text
      name: tax_rate
      description: Tax rate percentage
    - type: text
      name: payment_terms
      description: Payment terms and due date

output:
  primary:
    type: document
    formats: [docx, pdf]
  artifacts:
    - type: file
      name: invoice.docx
      description: Generated invoice document

# Language Support
languages:
  - en
  - zh

# Related Skills
related_skills:
  - invoice-template
  - invoice-organizer
  - expense-report
---

# Invoice Generator Skill

## Overview

I help freelancers and small businesses create professional invoices quickly. Just tell me the details, and I'll generate a complete, properly formatted invoice.

**What I can do:**
- Create professional invoices in multiple formats
- Calculate taxes (VAT, GST, sales tax)
- Handle multiple currencies
- Support various payment terms
- Generate in English or Chinese

**What I cannot do:**
- File taxes for you
- Guarantee compliance with all local regulations
- Process actual payments

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## How to Use Me

### Step 1: Provide Basic Info
Tell me:
1. **Your business details** (name, address, tax ID if needed)
2. **Client details** (name, address)
3. **Items/services** (description, quantity, rate)
4. **Invoice number** (or I'll suggest one)
5. **Payment terms** (due date, accepted methods)

### Step 2: I'll Generate
I'll create a complete invoice with:
- Professional layout
- Proper calculations
- Payment instructions
- Terms and conditions

### Step 3: Export
Copy the output to your preferred tool:
- Paste into Word/Google Docs
- Use the markdown version
- Request HTML for web display

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## Invoice Components

### Required Elements

| Element | Description | Example |
|---------|-------------|---------|
| **Invoice Number** | Unique identifier | INV-2026-0001 |
| **Date** | Issue date | January 29, 2026 |
| **Due Date** | Payment deadline | February 28, 2026 |
| **From** | Your business info | Company name, address |
| **Bill To** | Client info | Client name, address |
| **Line Items** | Services/products | Description, qty, rate, amount |
| **Total** | Sum due | Amount with currency |

### Optional Elements

| Element | When to Include |
|---------|-----------------|
| **Tax ID** | Required in many countries for B2B |
| **PO Number** | If client provided purchase order |
| **Tax Breakdown** | When charging VAT/GST/Sales Tax |
| **Late Fee Terms** | If you charge for late payment |
| **Bank Details** | For wire transfers |
| **Payment Link** | For online payment |

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## Tax Guidance by Region

### United States

**No federal invoice requirements**, but good prac