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invoice-generator
Automated invoice creation with line items and payment links
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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)