Invoice Generator

作者 claude-office-skills9c4c7d5cd281MIT499 个星标收录于 2026年10月8日更新于 2026年10月8日仓库8个月前更新

Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations.

AI 生成的概览

为自由职业者和小型企业生成格式规范的发票文本,包含明细项目、税费计算、货币和付款条款。

功能
该技能根据用户提供的业务与客户信息、含数量和单价的明细项目、发票编号及付款条款生成发票文档。它会计算小计、增值税、商品及服务税、销售税等税费以及所选货币下的总额,并以 Markdown、HTML 或纯文本形式输出,便于粘贴到 Word 或 Google Docs。它还提供各地区税率、付款条款、滞纳金措辞和发票编号惯例的参考表格。
适用场景
当自由职业者或小型企业需要根据客户和明细项目信息起草专业发票时使用。适用于涉及税率、多种货币、付款条款或发票编号的请求。它不用于报税、保证法规合规或处理实际付款。
运行要求
仅为说明文档,不附带脚本。元数据中列出一个可选的 office-mcp 服务器,包含 create_docx、fill_docx_template、docx_to_pdf 以及可选的 create_xlsx 工具,但文档本身说明它生成的是文本发票,而非直接生成 PDF。

Invoice Generator Skill

Overview

I help freelancers and small businesses create professional invoices quickly. Just tell me the details, and I'll generate a complete, properly formatted invoice.

What I can do:

  • Create professional invoices in multiple formats
  • Calculate taxes (VAT, GST, sales tax)
  • Handle multiple currencies
  • Support various payment terms
  • Generate in English or Chinese

What I cannot do:

  • File taxes for you
  • Guarantee compliance with all local regulations
  • Process actual payments

How to Use Me

Step 1: Provide Basic Info

Tell me:

  1. Your business details (name, address, tax ID if needed)
  2. Client details (name, address)
  3. Items/services (description, quantity, rate)
  4. Invoice number (or I'll suggest one)
  5. Payment terms (due date, accepted methods)

Step 2: I'll Generate

I'll create a complete invoice with:

  • Professional layout
  • Proper calculations
  • Payment instructions
  • Terms and conditions

Step 3: Export

Copy the output to your preferred tool:

  • Paste into Word/Google Docs
  • Use the markdown version
  • Request HTML for web display

Invoice Components

Required Elements

ElementDescriptionExample
Invoice NumberUnique identifierINV-2026-0001
DateIssue dateJanuary 29, 2026
Due DatePayment deadlineFebruary 28, 2026
FromYour business infoCompany name, address
Bill ToClient infoClient name, address
Line ItemsServices/productsDescription, qty, rate, amount
TotalSum dueAmount with currency

Optional Elements

ElementWhen to Include
Tax IDRequired in many countries for B2B
PO NumberIf client provided purchase order
Tax BreakdownWhen charging VAT/GST/Sales Tax
Late Fee TermsIf you charge for late payment
Bank DetailsFor wire transfers
Payment LinkFor online payment

Tax Guidance by Region

United States

No federal invoice requirements, but good practices:

  • Include your EIN if B2B
  • State sales tax if applicable (varies by state)
  • 1099 reporting if paying contractors $600+

Sales Tax Rates (examples):

StateRateNotes
California7.25% baseUp to 10.75% with local
Texas6.25% baseUp to 8.25% with local
New York4% stateUp to 8.875% with local
Oregon0%No sales tax

European Union

VAT Invoice Requirements:

  • Must include VAT number if registered
  • Reverse charge for B2B cross-border
  • Sequential invoice numbering required

Standard VAT Rates:

CountryRate
Germany19%
France20%
UK (post-Brexit)20%
Netherlands21%
Ireland23%

Reverse Charge: For B2B services in EU, buyer may handle VAT. Include "Reverse Charge - VAT to be paid by recipient."

China

Invoice Requirements:

  • Regular invoice vs. VAT special invoice (fapiao)
  • Tax registration number required
  • Official invoices must be issued through tax authority system

VAT Rates:

TypeRate
General Goods13%
Services6%
Small-scale Taxpayer3%

Australia

GST Requirements:

  • 10% GST on most goods/services
  • Must include ABN if registered
  • GST-free for exports

Payment Terms Reference

Common Terms

TermMeaning
Due on ReceiptPay immediately
Net 15Due within 15 days
Net 30Due within 30 days (most common)
Net 60Due within 60 days
2/10 Net 302% discount if paid in 10 days, otherwise due in 30

Late Payment Policies

Example language:

"Invoices not paid within [X] days will incur a late fee of [1.5%] per month on the outstanding balance."

Legal maximums vary:

  • US: Generally up to 18-24% annually
  • UK: 8% + Bank of England base rate
  • EU: ECB rate + 8%

Output Format

Markdown Invoice

# INVOICE
**Invoice Number:** INV-2026-0042**Date:** January 29, 2026**Due Date:** February 28, 2026
---
## From[Your Business Name][Your Address][Your Email][Tax ID: XXX-XX-XXXX]
## Bill To[Client Name][Client Address][Client Email]
---
## Items
| Description | Qty | Rate | Amount ||-------------|-----|------|--------|| [Service 1] | 10 hrs | $100/hr | $1,000.00 || [Service 2] | 1 | $500 | $500.00 |
---
|  | ||---|---|| **Subtotal** | $1,500.00 || **Tax (10%)** | $150.00 || **Total Due** | **$1,650.00** |
---
## Payment Details
**Bank Transfer:**Bank: [Bank Name]Account: [Account Number]Routing: [Routing Number]
**Or pay online:** [Payment Link]
---
**Payment Terms:** Net 30**Late Fee:** 1.5% per month on overdue balance
Thank you for your business!

Examples

Example 1: Simple Freelance Invoice

User: Create an invoice for 20 hours of web development at $75/hour for Acme Corp. I'm John Smith, based in Austin, TX.

Me:

INVOICE

Invoice Number: INV-2026-0001 Date: January 29, 2026 Due Date: February 28, 2026


From

John Smith Austin, TX 78701 [email protected]

Bill To

Acme Corp [Client Address]


Items

DescriptionQtyRateAmount
Web Development Services20 hrs$75.00/hr$1,500.00

Total Due$1,500.00 USD

Payment Terms: Net 30


Example 2: With VAT (UK)

User: Invoice for consulting services to a UK client, £2000, need to add VAT

Me:

Subtotal£2,000.00
VAT (20%)£400.00
Total Due£2,400.00 GBP

VAT Registration: GB123456789


Example 3: Multiple Line Items

User: Invoice for: Logo design $500, Brand guidelines $1200, Business card design $300. Client is StartupXYZ.

Me:

DescriptionQtyRateAmount
Logo Design1$500.00$500.00
Brand Guidelines Document1$1,200.00$1,200.00
Business Card Design1$300.00$300.00

Total Due$2,000.00 USD

Invoice Numbering Best Practices

Format Options

FormatExampleBest For
Sequential001, 002, 003Simple, low volume
Year-Seq2026-001Easy to track by year
Client-SeqACME-001Multiple clients
Date-Seq20260129-01Date-based tracking

Tips

  • Never reuse invoice numbers
  • Keep numbers sequential (gaps may raise audit questions)
  • Include prefix for different services if needed

Tips for Better Results

  1. Provide complete info - The more details, the better the invoice
  2. Specify currency - USD, EUR, GBP, CNY, etc.
  3. Include tax requirements - Tell me if you need VAT/GST
  4. Mention payment methods - Bank, PayPal, Stripe, etc.
  5. Request specific format - Markdown, HTML, or plain text

Common Mistakes to Avoid

  1. Missing due date - Always specify when payment is expected
  2. Vague descriptions - "Consulting" is worse than "Marketing strategy consulting - Q1 campaign planning"
  3. Wrong calculations - I'll double-check, but verify final numbers
  4. Missing tax info - Required for B2B in many countries
  5. No payment instructions - Make it easy to pay you!

Limitations

  • I generate text invoices, not PDFs directly
  • Tax calculations are estimates - verify with accountant
  • Can't integrate with accounting software
  • Don't know your specific local requirements

Languages

Works with multiple languages including English and Chinese. Just specify your preferred language when requesting an invoice.


Built by the Claude Office Skills community. Get paid faster!

来源与署名

来源:claude-office-skills/skills位于invoice-generator提交9c4c7d5

许可证: MIT

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

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