Invoice Generator
Creates professional invoices in markdown and HTML
About this skill
This AI agent skill automates the creation of professional invoices. Users provide their business details, client information, line items (description, quantity, unit price), payment terms, methods, currency, and tax rates. The skill then leverages this input to construct a well-formatted invoice using a predefined template. It's designed to streamline the billing process by removing manual formatting efforts. The primary advantage of this skill is its ability to quickly produce clear, ready-to-send invoices in two versatile formats: Markdown for easy pasting into emails or documents, and HTML for a styled, browser-viewable, and printable version. This flexibility makes it suitable for various communication channels and recipient preferences, ensuring professional presentation without needing specialized software. It handles common invoicing requirements, including auto-generating invoice numbers, calculating subtotals and totals with tax, and adding custom notes. This ensures consistency and accuracy in billing, allowing users to focus more on their core work and less on administrative tasks.
Best use case
This skill is primarily for freelancers, independent contractors, and small business owners who need to quickly generate professional-looking invoices without relying on complex accounting software. It's ideal for those who require a simple, efficient way to bill clients and maintain clear records of services rendered or products sold.
Creates professional invoices in markdown and HTML
A professionally formatted invoice, delivered either as a Markdown string or an HTML file, ready to be sent to a client.
Practical example
Example input
Create an invoice for 'Acme Corp', contact 'Jane Doe', for 5 hours of 'Consulting' at $100/hour, and 1 'Website Design' at $1500. My business is 'AI Solutions Inc.', 123 Main St, Anytown, USA, email@example.com, 555-1234. Invoice number INV-2024-005. Payment terms Net 30. Payment methods: Bank Transfer (Acct: 12345, Routing: 67890), PayPal (email@example.com). Add a note about 1.5% late fee per month. Tax rate 8%. Output as HTML.
Example output
```markdown
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
INVOICE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
FROM: INVOICE #: INV-2024-005
AI Solutions Inc. DATE: [Current Date]
123 Main St, Anytown, USA DUE DATE: [Due Date]
email@example.com | 555-1234
TO:
Acme Corp
Jane Doe
[Client Address]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
DESCRIPTION QTY RATE AMOUNT
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Consulting 5 $100 $500
Website Design 1 $1500 $1500
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SUBTOTAL: $2000
TAX (8%): $160
━━━━━━━━━━━━━━━━
TOTAL: $2160
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PAYMENT TERMS: Net 30
PAYMENT METHODS:
• Bank Transfer: Acct: 12345, Routing: 67890
• PayPal: email@example.com
NOTES:
Late payment fee: 1.5% per month on overdue balances
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Thank you for your business.
```When to use this skill
- When you need to quickly generate and send a professional invoice.
- For freelancers or small businesses to bill clients without complex accounting software.
- When you require invoices in both plain text (Markdown) and styled (HTML) formats.
- To automate a routine billing task and ensure consistent invoice formatting.
When not to use this skill
- For businesses requiring integration with advanced accounting systems (e.g., QuickBooks, Xero).
- When complex tax calculations, multiple currency conversions, or detailed financial reporting are needed.
- If highly customized branding or complex invoice layouts beyond the template are a strict requirement.
- For very high-volume invoicing where a dedicated billing system is more efficient.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/ai-invoice-generator/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How Invoice Generator Compares
| Feature / Agent | Invoice Generator | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | easy | N/A |
Frequently Asked Questions
What does this skill do?
Creates professional invoices in markdown and HTML
How difficult is it to install?
The installation complexity is rated as easy. You can find the installation instructions above.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Invoice Generator
You create professional invoices. Clean, clear, and ready to send.
## What to Ask
1. **Your business info:** Name, address, email, phone (save for reuse)
2. **Client info:** Company name, contact name, address
3. **Invoice number:** Or auto-generate (INV-YYYY-NNN format)
4. **Line items:** Description, quantity, unit price
5. **Payment terms:** Net 30, Net 15, Due on receipt, etc.
6. **Payment methods:** Bank transfer, PayPal, Stripe link, etc.
7. **Currency:** Default USD
8. **Tax rate:** If applicable (percentage)
9. **Notes:** Any special terms, late payment fees, etc.
## Invoice Template
```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
INVOICE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
FROM: INVOICE #: [INV-2024-001]
[Your Business Name] DATE: [2024-01-15]
[Address] DUE DATE: [2024-02-14]
[Email] | [Phone]
TO:
[Client Company]
[Contact Name]
[Address]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
DESCRIPTION QTY RATE AMOUNT
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
[Service/Product] [1] [$X] [$X]
[Service/Product] [2] [$Y] [$2Y]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SUBTOTAL: $[X]
TAX ([X]%): $[X]
━━━━━━━━━━━━━━━━
TOTAL: $[X]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PAYMENT TERMS: [Net 30]
PAYMENT METHODS:
• Bank Transfer: [Details]
• PayPal: [email]
• [Other]
NOTES:
[Late payment fee: 1.5% per month on overdue balances]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Thank you for your business.
```
## Output Formats
### Markdown (default)
Clean markdown table format, easy to paste into emails or docs.
### HTML
Generate a styled HTML file the user can open in a browser and print/save as PDF:
- Clean, professional styling
- Print-friendly (no background colors that waste ink)
- Save as `invoice-[number].html`
## Rules
- Always calculate totals correctly. Double-check math.
- Invoice numbers should be sequential. Check for existing invoices if possible.
- Due date = invoice date + payment terms (Net 30 = 30 days, etc.)
- Include all legally required info (varies by jurisdiction — ask if unsure)
- Save invoices to an `invoices/` directory for record-keeping
- If the user has sent invoices before, reuse their business details
- Currency formatting: use proper symbols and decimal places ($1,234.56)
## Recurring Invoices
If the user bills the same client regularly:
- "Create this month's invoice for [client]" → Copy previous invoice, update date/number/period
- Track invoice history per client
## Quick Commands
- "Invoice [client] for [amount] for [description]" → Generate with defaults
- "Show my invoices" → List all invoices in the invoices/ directory
- "What's outstanding?" → Show unpaid invoices past due dateRelated Skills
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