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invoice-generator
Create professional invoices with proper formatting. Use when a user asks to generate an invoice, create a bill, make an invoice PDF, build an invoice for a client, or produce a billing document. Supports multiple currencies, tax calculations, discounts, and customizable templates.
#invoice#billing#pdf#business#finance
terminal-skillsv1.0.0
Works with:claude-codeopenai-codexgemini-clicursor
Usage
$
✓ Installed invoice-generator v1.0.0
Getting Started
- Install the skill using the command above
- Open your AI coding agent (Claude Code, Codex, Gemini CLI, or Cursor)
- Reference the skill in your prompt
- The AI will use the skill's capabilities automatically
Example Prompts
- "Generate a professional invoice for the consulting work done in January"
- "Draft an NDA for our upcoming partnership with Acme Corp"
Documentation
Overview
Generate professional, properly formatted invoices as PDF documents. This skill creates invoices with line items, tax calculations, payment terms, and branding. Supports multiple currencies, tax rates, discounts, and customizable layouts.
Instructions
When a user asks to create or generate an invoice, follow these steps:
Step 1: Gather invoice details
Collect the required information from the user:
- Sender: Company name, address, email, phone, logo (optional)
- Recipient: Client name, address, contact information
- Invoice number: Auto-generate or use the user's numbering scheme
- Date and due date: Issue date and payment due date
- Line items: Description, quantity, unit price for each item/service
- Tax rate: Percentage and type (VAT, sales tax, GST)
- Currency: USD, EUR, GBP, etc.
- Payment terms: Net 30, Net 60, payment methods accepted
- Notes: Any additional terms or messages
Step 2: Calculate totals
python
def calculate_invoice(items, tax_rate=0, discount=0):
subtotal = sum(item['quantity'] * item['unit_price'] for item in items)
discount_amount = subtotal * (discount / 100)
taxable_amount = subtotal - discount_amount
tax_amount = taxable_amount * (tax_rate / 100)
total = taxable_amount + tax_amount
return {
"subtotal": round(subtotal, 2),
"discount": round(discount_amount, 2),
"taxable_amount": round(taxable_amount, 2),
"tax": round(tax_amount, 2),
"total": round(total, 2)
}
Step 3: Generate the invoice PDF
Use reportlab to create a clean, professional PDF:
python
from reportlab.lib import colors
from reportlab.lib.pagesizes import letter
from reportlab.lib.units import inch
from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer
from reportlab.lib.styles import getSampleStyleSheet
def generate_invoice(data, output_path="invoice.pdf"):
doc = SimpleDocTemplate(output_path, pagesize=letter)
styles = getSampleStyleSheet()
elements = []
# Header with company info
elements.append(Paragraph(data['sender']['name'], styles['Title']))
elements.append(Paragraph(data['sender']['address'], styles['Normal']))
elements.append(Spacer(1, 0.3 * inch))
# Invoice details
elements.append(Paragraph(f"Invoice #{data['invoice_number']}", styles['Heading2']))
elements.append(Paragraph(f"Date: {data['date']}", styles['Normal']))
elements.append(Paragraph(f"Due: {data['due_date']}", styles['Normal']))
elements.append(Spacer(1, 0.3 * inch))
# Bill to
elements.append(Paragraph("Bill To:", styles['Heading3']))
elements.append(Paragraph(data['recipient']['name'], styles['Normal']))
elements.append(Paragraph(data['recipient']['address'], styles['Normal']))
elements.append(Spacer(1, 0.3 * inch))
# Line items table
table_data = [['Description', 'Qty', 'Unit Price', 'Amount']]
currency = data.get('currency', '$')
for item in data['items']:
amount = item['quantity'] * item['unit_price']
table_data.append([
item['description'],
str(item['quantity']),
f"{currency}{item['unit_price']:.2f}",
f"{currency}{amount:.2f}"
])
# Totals rows
totals = data['totals']
table_data.append(['', '', 'Subtotal:', f"{currency}{totals['subtotal']:.2f}"])
if totals.get('discount', 0) > 0:
table_data.append(['', '', 'Discount:', f"-{currency}{totals['discount']:.2f}"])
if totals.get('tax', 0) > 0:
table_data.append(['', '', f"Tax ({data.get('tax_rate', 0)}%):", f"{currency}{totals['tax']:.2f}"])
table_data.append(['', '', 'TOTAL:', f"{currency}{totals['total']:.2f}"])
table = Table(table_data, colWidths=[3.5*inch, 0.8*inch, 1.2*inch, 1.2*inch])
table.setStyle(TableStyle([
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#1a1a2e')),
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
('GRID', (0, 0), (-1, -1), 0.5, colors.grey),
('ALIGN', (1, 0), (-1, -1), 'RIGHT'),
('FONTNAME', (2, -1), (3, -1), 'Helvetica-Bold'),
]))
elements.append(table)
# Payment terms
elements.append(Spacer(1, 0.5 * inch))
if data.get('payment_terms'):
elements.append(Paragraph(f"Payment Terms: {data['payment_terms']}", styles['Normal']))
if data.get('notes'):
elements.append(Paragraph(f"Notes: {data['notes']}", styles['Normal']))
doc.build(elements)
return output_path
Step 4: Verify and present the output
After generating the PDF:
- Confirm the file was created successfully
- Display a summary of the invoice details
- Show the file path and size
Examples
Example 1: Simple freelance invoice
User request: "Create an invoice for my client Acme Corp for 40 hours of consulting at $150/hour"
Actions taken:
- Generate invoice number INV-2025-001
- Calculate totals: 40 x $150 = $6,000
- Generate PDF
Output:
Invoice generated: invoice_acme_corp.pdf
Invoice #: INV-2025-001
Date: January 15, 2025
Due: February 14, 2025 (Net 30)
Bill To: Acme Corp
Line Items:
Consulting Services - 40 hrs @ $150.00 = $6,000.00
Subtotal: $6,000.00
Total: $6,000.00
File saved: invoice_acme_corp.pdf (42 KB)
Example 2: Multi-item invoice with tax
User request: "Invoice for TechStart Ltd: website design $3,500, SEO setup $1,200, hosting 12 months at $29/mo. Add 20% VAT. Currency EUR."
Actions taken:
- Build line items with three entries
- Calculate subtotal, VAT, and total in EUR
- Generate professional PDF
Output:
Invoice generated: invoice_techstart.pdf
Invoice #: INV-2025-002
Currency: EUR
Line Items:
Website Design 1 x EUR 3,500.00 = EUR 3,500.00
SEO Setup 1 x EUR 1,200.00 = EUR 1,200.00
Web Hosting (12 months) 12 x EUR 29.00 = EUR 348.00
Subtotal: EUR 5,048.00
VAT (20%): EUR 1,009.60
Total: EUR 6,057.60
File saved: invoice_techstart.pdf (45 KB)
Example 3: Invoice with discount
User request: "Create an invoice for Project Alpha: development $8,000, QA testing $2,000. Give 10% early payment discount. Net 15 terms."
Output:
Invoice generated: invoice_project_alpha.pdf
Line Items:
Software Development 1 x $8,000.00 = $8,000.00
QA Testing 1 x $2,000.00 = $2,000.00
Subtotal: $10,000.00
Discount (10%): -$1,000.00
Total: $9,000.00
Payment Terms: Net 15 - 10% early payment discount applied
Guidelines
- Always auto-generate an invoice number if the user does not provide one. Use the format INV-YYYY-NNN.
- Default payment terms to Net 30 unless the user specifies otherwise.
- Use the current date as the invoice date if not specified.
- Format currency amounts consistently with two decimal places and the correct currency symbol.
- Calculate tax on the post-discount amount, not the subtotal.
- Install reportlab with
pip install reportlabif not available. - Keep the design clean and professional. Use minimal colors and clear typography.
- Include all legally required information: sender details, recipient details, invoice number, date, line items with prices, and total.
Information
- Version
- 1.0.0
- Author
- terminal-skills
- Category
- Business
- License
- Apache-2.0