invoice-generator — Автоматизированный генератор счетов для бизнеса

--- # ═══════════════════════════════════════════════════════════════════════════════ # CLAUDE OFFICE SKILL - Enhanced Metadata v2.0 # ═══════════════════════════════════════════════════════════════════════════════ # 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 --- ## 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 --- ## 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 | --- ## Tax Guidance by Region ### United States **No federal invoice requirements**, but good practices: - Include your EIN if B2B - State sales tax if applicable (varies by state) - 1099 reporting if paying contractors $600+ **Sales Tax Rates (examples):** | State | Rate | Notes | |-------|------|-------| | California | 7.25% base | Up to 10.75% with local | | Texas | 6.25% base | Up to 8.25% with local | | New York | 4% state | Up to 8.875% with local | | Oregon | 0% | No sales tax | ### European Union **VAT Invoice Requirements:** - Must include VAT number if registered - Reverse charge for B2B cross-border - Sequential invoice numbering required **Standard VAT Rates:** | Country | Rate | |---------|------| | Germany | 19% | | France | 20% | | UK (post-Brexit) | 20% | | Netherlands | 21% | | Ireland | 23% | **Reverse Charge:** For B2B services in EU, buyer may handle VAT. Include "Reverse Charge - VAT to be paid by recipient." ### China **Invoice Requirements:** - Regular invoice vs. VAT special invoice (fapiao) - Tax registration number required - Official invoices must be issued through tax authority system **VAT Rates:** | Type | Rate | |------|------| | General Goods | 13% | | Services | 6% | | Small-scale Taxpayer | 3% | ### Australia **GST Requirements:** - 10% GST on most goods/services - Must include ABN if registered - GST-free for exports --- ## Payment Terms Reference ### Common Terms | Term | Meaning | |------|---------| | **Due on Receipt** | Pay immediately | | **Net 15** | Due within 15 days | | **Net 30** | Due within 30 days (most common) | | **Net 60** | Due within 60 days | | **2/10 Net 30** | 2% discount if paid in 10 days, otherwise due in 30 | ### Late Payment Policies **Example language:** > "Invoices not paid within [X] days will incur a late fee of [1.5%] per month on the outstanding balance." **Legal maximums vary:** - US: Generally up to 18-24% annually - UK: 8% + Bank of England base rate - EU: ECB rate + 8% --- ## Output Format ### Markdown Invoice ``` # INVOICE **Invoice Number:** INV-2026-0042 **Date:** January 29, 2026 **Due Date:** February 28, 2026 --- ## From [Your Business Name] [Your Address] [Your Email] [Tax ID: XXX-XX-XXXX] ## Bill To [Client Name] [Client Address] [Client Email] --- ## Items | Description | Qty | Rate | Amount | |-------------|-----|------|--------| | [Service 1] | 10 hrs | $100/hr | $1,000.00 | | [Service 2] | 1 | $500 | $500.00 | --- | | | |---|---| | **Subtotal** | $1,500.00 | | **Tax (10%)** | $150.00 | | **Total Due** | **$1,650.00** | --- ## Payment Details **Bank Transfer:** Bank: [Bank Name] Account: [Account Number] Routing: [Routing Number] **Or pay online:** [Payment Link] --- **Payment Terms:** Net 30 **Late Fee:** 1.5% per month on overdue balance Thank you for your business! ``` --- ## Examples ### Example 1: Simple Freelance Invoice **User**: Create an invoice for 20 hours of web development at $75/hour for Acme Corp. I'm John Smith, based in Austin, TX. **Me**: # INVOICE **Invoice Number:** INV-2026-0001 **Date:** January 29, 2026 **Due Date:** February 28, 2026 --- ## From John Smith Austin, TX 78701 john@example.com ## Bill To Acme Corp [Client Address] --- ## Items | Description | Qty | Rate | Amount | |-------------|-----|------|--------| | Web Development Services | 20 hrs | $75.00/hr | $1,500.00 | --- | | | |---|---| | **Total Due** | **$1,500.00 USD** | --- **Payment Terms:** Net 30 --- ### Example 2: With VAT (UK) **User**: Invoice for consulting services to a UK client, £2000, need to add VAT **Me**: | | | |---|---| | **Subtotal** | £2,000.00 | | **VAT (20%)** | £400.00 | | **Total Due** | **£2,400.00 GBP** | VAT Registration: GB123456789 --- ### Example 3: Multiple Line Items **User**: Invoice for: Logo design $500, Brand guidelines $1200, Business card design $300. Client is StartupXYZ. **Me**: | Description | Qty | Rate | Amount | |-------------|-----|------|--------| | Logo Design | 1 | $500.00 | $500.00 | | Brand Guidelines Document | 1 | $1,200.00 | $1,200.00 | | Business Card Design | 1 | $300.00 | $300.00 | --- | | | |---|---| | **Total Due** | **$2,000.00 USD** | --- ## Invoice Numbering Best Practices ### Format Options | Format | Example | Best For | |--------|---------|----------| | Sequential | 001, 002, 003 | Simple, low volume | | Year-Seq | 2026-001 | Easy to track by year | | Client-Seq | ACME-001 | Multiple clients | | Date-Seq | 20260129-01 | Date-based tracking | ### Tips - Never reuse invoice numbers - Keep numbers sequential (gaps may raise audit questions) - Include prefix for different services if needed --- ## Tips for Better Results 1. **Provide complete info** - The more details, the better the invoice 2. **Specify currency** - USD, EUR, GBP, CNY, etc. 3. **Include tax requirements** - Tell me if you need VAT/GST 4. **Mention payment methods** - Bank, PayPal, Stripe, etc. 5. **Request specific format** - Markdown, HTML, or plain text --- ## Common Mistakes to Avoid 1. **Missing due date** - Always specify when payment is expected 2. **Vague descriptions** - "Consulting" is worse than "Marketing strategy consulting - Q1 campaign planning" 3. **Wrong calculations** - I'll double-check, but verify final numbers 4. **Missing tax info** - Required for B2B in many countries 5. **No payment instructions** - Make it easy to pay you! --- ## Limitations - I generate text invoices, not PDFs directly - Tax calculations are estimates - verify with accountant - Can't integrate with accounting software - Don't know your specific local requirements --- ## Languages Works with multiple languages including English and Chinese. Just specify your preferred language when requesting an invoice. --- *Built by the Claude Office Skills community. Get paid faster!*