← Skills

invoice-generator

Automated invoice creation with line items and payment links

Skill: Invoice Generator

Agent: Friedrich (Finance) Purpose: Automated invoice creation and tracking Category: Financial Operations


Build Steps

1. Invoice Creation

  • Pull deal details from HubSpot (client name, amount, service type, date)
  • Generate invoice with: LP branding, unique invoice number, payment terms, line items
  • Support payment methods: Stripe link, PayPal link, bank transfer details

2. Delivery

  • Auto-send invoice via email on deal close
  • CC Friedrich for tracking
  • Follow-up reminder at: 7 days, 14 days, 30 days if unpaid

3. Tracking

  • Log: invoice number, client, amount, date sent, date paid, payment method
  • Calculate: total outstanding AR, average days to payment, collection rate
  • Flag overdue invoices (7+ days) for Rick to follow up

4. Integration

  • Stripe webhook: auto-mark paid when Stripe payment received
  • PayPal IPN: auto-mark paid when PayPal payment received
  • Manual: Friedrich marks paid for bank transfers

Templates

  • One-time project invoice (Starter, Standard, Premium)
  • Retainer invoice (monthly recurring)
  • OpenClaw setup invoice (Track 3)
  • Beta pilot invoice (Option A: $500 + infra costs)
View raw SKILL.md
# Skill: Invoice Generator

**Agent:** Friedrich (Finance)
**Purpose:** Automated invoice creation and tracking
**Category:** Financial Operations

---

## Build Steps

### 1. Invoice Creation
- Pull deal details from HubSpot (client name, amount, service type, date)
- Generate invoice with: LP branding, unique invoice number, payment terms, line items
- Support payment methods: Stripe link, PayPal link, bank transfer details

### 2. Delivery
- Auto-send invoice via email on deal close
- CC Friedrich for tracking
- Follow-up reminder at: 7 days, 14 days, 30 days if unpaid

### 3. Tracking
- Log: invoice number, client, amount, date sent, date paid, payment method
- Calculate: total outstanding AR, average days to payment, collection rate
- Flag overdue invoices (7+ days) for Rick to follow up

### 4. Integration
- Stripe webhook: auto-mark paid when Stripe payment received
- PayPal IPN: auto-mark paid when PayPal payment received
- Manual: Friedrich marks paid for bank transfers

## Templates
- One-time project invoice (Starter, Standard, Premium)
- Retainer invoice (monthly recurring)
- OpenClaw setup invoice (Track 3)
- Beta pilot invoice (Option A: $500 + infra costs)