invoice-template
Generate professional PDF invoices from templates
Security Assessment
About invoice-template
The invoice-template skill generates professional PDF invoices from structured invoice data and reusable templates. It is designed to simplify the process of creating consistent, branded invoices by transforming organized billing information into polished PDF documents. The skill helps reduce manual invoice preparation by supporting structured invoice fields such as invoice numbers, dates, customer information, itemized charges, tax rates, and payment notes.
The skill supports invoice template creation and invoice formatting workflows. It integrates with document-processing tools for creating document templates, filling templates with invoice data, and converting documents to PDF format. The provided examples demonstrate invoice generation using structured data models and PDF creation techniques, including company and client information, itemized billing tables, subtotal calculations, tax calculations, and final totals. The skill also references an HTML template approach for template-based invoice generation.
Typical use cases include generating invoices from order data, creating recurring invoices, producing monthly billing batches, and customizing invoice layouts for different clients. It is intended for finance teams, accountants, billing administrators, small business owners, consultants, and service providers who need a reliable way to generate professional invoices from structured business data. The skill supports English and Chinese language environments and is compatible with multiple AI models.
FAQ
What information is required to generate an invoice?
You should provide structured invoice data such as invoice number, dates, sender and recipient details, itemized charges, tax rate, and any notes or payment information.
Can the skill generate PDF invoices?
Yes. The skill is designed to generate professional PDF invoices from templates and structured invoice data.
Can invoice templates be customized for different clients?
Yes. The skill supports invoice template creation and formatting, making it suitable for client-specific invoice customization.
What tools does the skill integrate with?
The skill integrates with create_docx, fill_docx_template, and docx_to_pdf through the office-mcp server.
Does the skill calculate invoice totals and taxes?
The provided examples include subtotal, tax, and total calculations based on itemized invoice data and a specified tax rate.
Install invoice-template
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
claude-office-skills/skills