Join a video meeting as an AI bot with voice, avatar, and screenshare across four operating modes.
by johnpatternai22 installs8 stars
Design & media
Agentic Invoice Skill
Try itGenerate branded invoice and billing-document PDFs for agentic development services, including deposits, milestones, retainers, change orders, pass-through e...
What it does
| What it creates | Best for | Output | |---|---|---| | Invoices and billing documents | Deposits, milestones, retainers, support, change orders, credits, receipts, refunds, and closeout | Branded PDF, Markdown, optional PNG preview |
The skill document
Agentic Invoice Skill
At a Glance
| What it creates | Best for | Output |
|---|---|---|
| Invoices and billing documents | Deposits, milestones, retainers, support, change orders, credits, receipts, refunds, and closeout | Branded PDF, Markdown, optional PNG preview |
This skill turns verified billing events, line items, contract references, credits, payment terms, and approval facts into clean CompleteTech-style invoice artifacts. It is local-only: it creates documents and does not issue invoices, collect payment, or call accounting systems.
Included Billing Documents
| Category | Documents |
|---|---|
| Engagement start | Pro forma, deposit, pilot, discovery, and contract-deposit invoices. |
| Delivery milestones | Milestone, prototype, evaluation-work, handoff, final-balance, and time-and-materials invoices. |
| Ongoing services | Retainer, recurring support, overage, expansion, training, advisory, and pass-through invoices. |
| Adjustments | Credit memos, refund memos, corrected invoices, void notices, installment requests, and paid-in-full receipts. |
Purpose
| Use | Scope |
|---|---|
| Billing artifact generation | Create practical invoice documents for agentic development services from verified billing facts. |
| Lifecycle coverage | Upfront deposits, scoped pilots, discovery, implementation, evaluation, change orders, retainers, support, expenses, credits, late fees, refunds, and closeout. |
| Operating boundary | Produce invoice documents only; payment collection, tax decisions, ledger posting, and collections stay with the accounting system or reviewer. |
System Boundary
| Boundary | Use |
|---|---|
| This skill | Billing document drafting and invoice-event selection. |
agentic-proposal-skill | Pricing rationale or commercial scope before approval. |
agentic-contract-skill | Agreement terms and payment obligations. |
agentic-delivery-skill | Milestone evidence, delivery records, and acceptance context. |
agentic-email-skill | The message that accompanies an invoice. |
| Accounting system or reviewer | Final tax, payment, ledger, and collection decisions. |
Core Workflow
| Step | Action |
|---|---|
| 1 | Identify the invoice event: estimate, deposit, milestone, retainer, time and materials, change order, expense, final invoice, credit, late fee, refund, or renewal. |
| 2 | Gather the required billing facts. |
| 3 | Use references/invoice-positioning.md for service language and risk boundaries. |
| 4 | Use references/use-case-decision-table.md to choose the right invoice type. |
| 5 | Use references/invoice-lifecycle.md for end-to-end billing flow and gates. |
| 6 | Use references/invoice-catalog.md for the near-exhaustive invoice template library. |
| 7 | Draft clearly and conservatively; do not invent tax, banking, contract, or accounting facts. |
| Required Fact | Examples |
|---|---|
| Parties | Provider, client, billing contact, and legal entity names. |
| Invoice details | Invoice number, issue date, due date, terms, currency, project name, billing period, and notes. |
| Commercial reference | Contract, SOW, purchase order, milestone, or delivery evidence. |
| Amounts | Line items, taxes, discounts, credits, previous payments, and amount due. |
| Payment handling | Payment instructions, accounting review status, and collection constraints. |
Invoice Selection Guide
Choose by the actual commercial trigger first.
| Trigger Group | Use These Templates |
|---|---|
| Pre-approval and deposits | pro-forma-invoice, deposit-request-invoice, pilot-deposit-invoice, discovery-assessment-invoice, contract-deposit-invoice |
| Delivery and closeout | milestone-invoice, prototype-delivery-invoice, evaluation-work-invoice, handoff-invoice, final-balance-invoice, holdback-release-invoice |
| Ongoing work | time-and-materials-invoice, monthly-retainer-invoice, recurring-support-invoice, retainer-renewal-invoice |
| Scope changes | change-order-invoice, rush-fee-invoice, integration-add-on-invoice, expansion-workflow-invoice, training-invoice, advisory-invoice |
| Pass-through and expenses | usage-pass-through-invoice, expense-reimbursement-invoice, support-overage-invoice |
| Collections and payment status | late-fee-invoice, installment-invoice, partial-payment-receipt-invoice, paid-in-full-receipt |
| Adjustments | prepayment-credit-invoice, discount-adjustment-invoice, corrected-invoice, termination-invoice, refund-memo, credit-memo, tax-only-invoice, voided-invoice-notice |
| Selection Rule | Guidance |
|---|---|
| Several templates fit | Choose the invoice closest to the actual billing trigger. |
| Delivery happened before acceptance | If the contract bills on milestone acceptance, use milestone-invoice, not prototype-delivery-invoice. |
| Facts are incomplete | Keep missing values as TBD and do not invent payment, tax, PO, or banking details. |
Quality Rules
| Rule | Requirement |
|---|---|
| Amounts and terms | Use exact client-provided amounts and terms. |
| Line items | Keep line items specific enough for approval but not cluttered. |
| References | Tie invoices to contract, SOW, change order, or accepted milestone references when available. |
| Separation | Separate professional services, third-party pass-throughs, expenses, taxes, credits, and late fees. |
| Unknowns | Mark drafts as drafts if payment details or tax handling are unknown. |
| Advice boundary | Do not include legal, tax, or accounting advice unless the user specifically asks for explanatory notes. |
| Fabrication guardrail | Never fabricate bank accounts, tax IDs, purchase order numbers, tax rates, or compliance status. |
Resource Guide
| Resource | Role |
|---|---|
references/invoice-positioning.md | Agentic development service wording, line-item language, and invoice boundaries. |
references/use-case-decision-table.md | Invoice-type selection for a specific billing event. |
references/invoice-lifecycle.md | End-to-end invoicing workflows, approval gates, and follow-up steps. |
references/invoice-catalog.md | Near-exhaustive invoice template library. |
references/template-index.json | Machine-readable template metadata used by the renderer. |
scripts/render_invoice.py | Lists invoice templates or renders a draft with placeholders. |
Runtime Permissions
| Area | Runtime behavior |
|---|---|
| Execution | Runs local Python entry points: scripts/render_invoice.py and scripts/render_pdf.py. |
| Reads | Bundled templates, references, examples, assets/logo.png, and user-provided Markdown or invoice variables. |
| Writes | Only user-selected --out, --png, --markdown-out, or default output/ artifact paths. |
| Network | Not required and not used for invoice drafting or document rendering. |
| Not Included | Boundary |
|---|---|
| Payment operations | Does not collect payment, issue payment links, post to ledgers, or call accounting systems. |
| Credentials | Does not read banking credentials, accounting credentials, API keys, or CRM tokens. |
| System changes | Does not create persistence, escalate privileges, run background services, or perform destructive file operations. |
Renderer
Use the local renderer for repeatable invoice drafts, template discovery, and branded artifacts:
python3 scripts/render_invoice.py --list
python3 scripts/render_invoice.py --stage milestone --list
python3 scripts/render_invoice.py --template pilot-deposit-invoice --var client_name=Acme --var invoice_number=INV-1001 --var amount_due=6000
| Need | Command Pattern |
|---|---|
| List all templates | python3 scripts/render_invoice.py --list |
| List a stage | python3 scripts/render_invoice.py --stage milestone --list |
| Render a template | python3 scripts/render_invoice.py --template pilot-deposit-invoice --var key=value |
| Production polish | Replace every placeholder with verified invoice, contract, tax, payment, and client facts. |
Rendering to a Branded PDF
Artifacts from this skill are delivered as branded CompleteTech LLC PDF documents. The renderer can emit PDF, Markdown, and optional PNG preview in one local command:
pip install -r requirements.txt
python3 scripts/render_invoice.py --template milestone-invoice \
--out artifact.pdf --png artifact.png \
--title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" \
--meta "INVOICE NO.=INV-2026-0461" --meta "DUE=2026-06-23" --no-cover \
--var client_name="Client Name" --var workflow="support triage"
| Output Need | Use |
|---|---|
| Branded PDF | --out artifact.pdf |
| PNG preview | --png artifact.png |
| Markdown source | --markdown-out artifact.md |
| Markdown only | --no-pdf |
| Single-document invoice | --no-cover |
| Existing billing Markdown to PDF | python3 scripts/render_pdf.py --markdown invoice.md --out invoice.pdf --logo assets/logo.png --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" |
| Rendering Support | Details |
|---|---|
| Markdown subset | #, ##, ###, paragraphs, - bullets, tables, > callouts, **bold**, and [PAGE_BREAK]. |
| Required package | reportlab==4.5.1 for PDF rendering. |
| Optional preview packages | pypdfium2==5.8.0 and pillow==12.2.0 for --png. |
| Example output | See assets/examples/ for rendered Markdown, PDF, and PNG artifacts. |
Network Boundary
This skill is local-only. It does not include outbound network helpers, callbacks, or any helper that posts invoice run metadata to an external service.
Related skills
Generate and edit Draw.io, Mermaid, and Excalidraw diagrams from natural language using a structured JSON spec.
by nssa.io1.0k installs47 stars
Stores durable facts in a categorized, plain-markdown vault on disk, alongside your agent's built-in memory.
by Iván559 installs18 stars
Find why your productivity system keeps failing, then apply the smallest fix — capacity math, bottleneck routing, durable local notes.
by Iván855 installs69 stars
Fetch raw ad creative, app, ranking, and revenue data from AdMapix as structured JSON.
by fly0pants4.3k installs296 stars
Site audit, content writing, and competitor analysis for organic search rankings.
by Iván574 installs31 stars
More from completetech
Browse all skillsCreate polished, review-ready sales and lifecycle email sequences for agentic development services, then export them as branded PDF artifacts. Use for outrea...
by completetech15 installs1 stars
Generate branded CompleteTech Agentic Development Services Agreement packages from approved provider, client, project, commercial, and governance terms. Use...
by completetech15 installs
Create CompleteTech LLC delivery execution artifacts for approved agentic development engagements, including kickoff agendas, access checklists, project plan...
by completetech15 installs
Create CompleteTech LLC case studies, testimonials, and proof assets for completed agentic development engagements, including intake questionnaires, outcome...
by completetech13 installs
Create CompleteTech LLC customer success and account management artifacts for agentic development clients, including account profiles, contact maps, approved...
by completetech12 installs
Create CompleteTech LLC discovery and scoping artifacts for agentic development opportunities, including intake questionnaires, workflow discovery scripts, s...
by completetech12 installs