Invoice Template

by claude-office-skills9c4c7d5cd281MIT499 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 8 months ago

Generate professional PDF invoices from templates

Instructions onlyBusiness & Finance Documents & Office

AI-generated overview

Generates professional PDF invoices from structured data and templates, with itemized lines, tax and totals.

What it does: This skill produces PDF invoices from structured invoice data such as invoice number, dates, sender and client details, line items, tax rate and notes. It documents two generation approaches: a ReportLab canvas script and a Jinja2 HTML template rendered to PDF with WeasyPrint. It also covers invoice data structure, best practices for validating fields and auto-calculating totals, and dependency installation.
When to use it: Use it when you need to create single, recurring or batch invoices from order or billing data. It suits producing branded, itemized invoices with tax and payment terms as PDF files.
Requirements: Instructions only; no scripts ship with the skill. The documented approaches require Python with reportlab, jinja2 and weasyprint (installation also lists python-docx, openpyxl and python-pptx), and the metadata references an office-mcp server with create_docx, fill_docx_template and docx_to_pdf tools.

Invoice Template Skill

Overview

This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.

How to Use

Describe what you want to accomplish
Provide any required input data or files
I'll execute the appropriate operations

Example prompts:

"Generate invoices from order data"
"Create recurring invoices"
"Batch generate monthly invoices"
"Customize invoice templates per client"

Domain Knowledge

Invoice Data Structure

python

invoice_data = {    "invoice_number": "INV-2026-001",    "date": "2026-01-30",    "due_date": "2026-02-28",        "from": {        "name": "Your Company",        "address": "123 Business St",        "email": "[email protected]"    },        "to": {        "name": "Client Name",        "address": "456 Client Ave",        "email": "[email protected]"    },        "items": [        {"description": "Consulting", "quantity": 10, "rate": 150.00},        {"description": "Development", "quantity": 20, "rate": 100.00}    ],        "tax_rate": 0.08,    "notes": "Payment due within 30 days"}

invoice_data = {    "invoice_number": "INV-2026-001",    "date": "2026-01-30",    "due_date": "2026-02-28",        "from": {        "name": "Your Company",        "address": "123 Business St",        "email": "[email protected]"    },        "to": {        "name": "Client Name",        "address": "456 Client Ave",        "email": "[email protected]"    },        "items": [        {"description": "Consulting", "quantity": 10, "rate": 150.00},        {"description": "Development", "quantity": 20, "rate": 100.00}    ],        "tax_rate": 0.08,    "notes": "Payment due within 30 days"}

PDF Generation with ReportLab

python

from reportlab.lib.pagesizes import letterfrom reportlab.pdfgen import canvasfrom reportlab.lib.units import inch
def create_invoice(data: dict, output_path: str):    c = canvas.Canvas(output_path, pagesize=letter)    width, height = letter        # Header    c.setFont("Helvetica-Bold", 24)    c.drawString(1*inch, height - 1*inch, "INVOICE")        # Invoice details    c.setFont("Helvetica", 12)    c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")    c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")        # From/To    y = height - 2.5*inch    c.drawString(1*inch, y, f"From: {data['from']['name']}")    c.drawString(4*inch, y, f"To: {data['to']['name']}")        # Items table    y = height - 4*inch    c.setFont("Helvetica-Bold", 10)    c.drawString(1*inch, y, "Description")    c.drawString(4*inch, y, "Qty")    c.drawString(5*inch, y, "Rate")    c.drawString(6*inch, y, "Amount")        c.setFont("Helvetica", 10)    subtotal = 0    for item in data['items']:        y -= 0.3*inch        amount = item['quantity'] * item['rate']        subtotal += amount        c.drawString(1*inch, y, item['description'])        c.drawString(4*inch, y, str(item['quantity']))        c.drawString(5*inch, y, f"${item['rate']:.2f}")        c.drawString(6*inch, y, f"${amount:.2f}")        # Totals    tax = subtotal * data['tax_rate']    total = subtotal + tax        y -= 0.5*inch    c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")    y -= 0.25*inch    c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")    y -= 0.25*inch    c.setFont("Helvetica-Bold", 12)    c.drawString(5*inch, y, f"Total: ${total:.2f}")        c.save()    return output_path

from reportlab.lib.pagesizes import letterfrom reportlab.pdfgen import canvasfrom reportlab.lib.units import inch
def create_invoice(data: dict, output_path: str):    c = canvas.Canvas(output_path, pagesize=letter)    width, height = letter        # Header    c.setFont("Helvetica-Bold", 24)    c.drawString(1*inch, height - 1*inch, "INVOICE")        # Invoice details    c.setFont("Helvetica", 12)    c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")    c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")        # From/To    y = height - 2.5*inch    c.drawString(1*inch, y, f"From: {data['from']['name']}")    c.drawString(4*inch, y, f"To: {data['to']['name']}")        # Items table    y = height - 4*inch    c.setFont("Helvetica-Bold", 10)    c.drawString(1*inch, y, "Description")    c.drawString(4*inch, y, "Qty")    c.drawString(5*inch, y, "Rate")    c.drawString(6*inch, y, "Amount")        c.setFont("Helvetica", 10)    subtotal = 0    for item in data['items']:        y -= 0.3*inch        amount = item['quantity'] * item['rate']        subtotal += amount        c.drawString(1*inch, y, item['description'])        c.drawString(4*inch, y, str(item['quantity']))        c.drawString(5*inch, y, f"${item['rate']:.2f}")        c.drawString(6*inch, y, f"${amount:.2f}")        # Totals    tax = subtotal * data['tax_rate']    total = subtotal + tax        y -= 0.5*inch    c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")    y -= 0.25*inch    c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")    y -= 0.25*inch    c.setFont("Helvetica-Bold", 12)    c.drawString(5*inch, y, f"Total: ${total:.2f}")        c.save()    return output_path

HTML Template Approach

python

from weasyprint import HTMLfrom jinja2 import Template
invoice_template = """<!DOCTYPE html><html><head>    <style>        body { font-family: Arial; margin: 40px; }        .header { display: flex; justify-content: space-between; }        table { width: 100%; border-collapse: collapse; margin: 20px 0; }        th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }        .total { font-weight: bold; font-size: 18px; }    </style></head><body>    <div class="header">        <h1>INVOICE</h1>        <div>            <p>Invoice #: {{ invoice_number }}</p>            <p>Date: {{ date }}</p>        </div>    </div>    <table>        <tr><th>Description</th><th>Qty</th><th>Rate</th><th>Amount</th></tr>        {% for item in items %}        <tr>            <td>{{ item.description }}</td>            <td>{{ item.quantity }}</td>            <td>${{ "%.2f"|format(item.rate) }}</td>            <td>${{ "%.2f"|format(item.quantity * item.rate) }}</td>        </tr>        {% endfor %}    </table>    <p class="total">Total: ${{ "%.2f"|format(total) }}</p></body></html>"""
def create_invoice_html(data: dict, output_path: str):    template = Template(invoice_template)        # Calculate total    total = sum(i['quantity'] * i['rate'] for i in data['items'])    total *= (1 + data.get('tax_rate', 0))    data['total'] = total        html = template.render(**data)    HTML(string=html).write_pdf(output_path)    return output_path

from weasyprint import HTMLfrom jinja2 import Template
invoice_template = """<!DOCTYPE html><html><head>    <style>        body { font-family: Arial; margin: 40px; }        .header { display: flex; justify-content: space-between; }        table { width: 100%; border-collapse: collapse; margin: 20px 0; }        th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }        .total { font-weight: bold; font-size: 18px; }    </style></head><body>    <div class="header">        <h1>INVOICE</h1>        <div>            <p>Invoice #: {{ invoice_number }}</p>            <p>Date: {{ date }}</p>        </div>    </div>    <table>        <tr><th>Description</th><th>Qty</th><th>Rate</th><th>Amount</th></tr>        {% for item in items %}        <tr>            <td>{{ item.description }}</td>            <td>{{ item.quantity }}</td>            <td>${{ "%.2f"|format(item.rate) }}</td>            <td>${{ "%.2f"|format(item.quantity * item.rate) }}</td>        </tr>        {% endfor %}    </table>    <p class="total">Total: ${{ "%.2f"|format(total) }}</p></body></html>"""
def create_invoice_html(data: dict, output_path: str):    template = Template(invoice_template)        # Calculate total    total = sum(i['quantity'] * i['rate'] for i in data['items'])    total *= (1 + data.get('tax_rate', 0))    data['total'] = total        html = template.render(**data)    HTML(string=html).write_pdf(output_path)    return output_path

Best Practices

Validate required fields before generation
Use templates for consistent branding
Auto-calculate totals (don't trust input)
Include payment instructions and terms

Installation

Resources

Source and attribution

Source:claude-office-skills/skillsininvoice-templateat commit9c4c7d5

License: MIT

Content belongs to its original authors. SourceWeft indexes it from a public repository.

Report or request removal

Invoice Template

Invoice Template Skill

Overview

How to Use

Domain Knowledge

Invoice Data Structure

PDF Generation with ReportLab

HTML Template Approach

Best Practices

Installation

Resources

Source and attribution

More from claude-office-skills/skills

Whatsapp Automation

Xlsx Manipulation

Web Search

Weekly Report

Tiktok Marketing

Template Engine

More in Business & Finance

Tax Prep

Plan Payroll

Job Post Builder

Contract Review

Close Month

Business Pulse