Claude-skill-registry creating-invoices

Use this skill when creating invoices, billing clients, tracking payments, or generating financial documents for Support Forge. Generates professional PDF invoices with bank details, payment terms, and line items. Invoke for any client billing, invoice creation, or payment tracking needs.

install

source · Clone the upstream repo

git clone https://github.com/majiayu000/claude-skill-registry

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/data/creating-invoices" ~/.claude/skills/majiayu000-claude-skill-registry-creating-invoices && rm -rf "$T"

manifest: skills/data/creating-invoices/SKILL.md

Invoice Generator

Create professional invoices for Support Forge client work.

Company Details

SUPPORT FORGE LLC
166 Wilson St
Haverhill, MA 01832

EIN: 41-3821756
Email: contact@support-forge.com
Phone: {YOUR_PHONE}

Payment Information

PAYMENT METHODS

ACH/Bank Transfer (Preferred):
  Bank: [Your Bank]
  Account Number: 8252968985
  Routing Number: 211370545
  Account Name: Support Forge LLC

Zelle: {YOUR_EMAIL}
Venmo: @{YOUR_HANDLE} (or {YOUR_EMAIL})

Invoice Template

╔══════════════════════════════════════════════════════════════╗
║                         INVOICE                              ║
╠══════════════════════════════════════════════════════════════╣
║  SUPPORT FORGE LLC                                           ║
║  166 Wilson St                                               ║
║  Haverhill, MA 01832                                         ║
║  contact@support-forge.com | {YOUR_PHONE}                    ║
║  EIN: 41-3821756                                             ║
╠══════════════════════════════════════════════════════════════╣
║                                                              ║
║  Invoice #: SF-[YEAR]-[NUMBER]     Date: [DATE]              ║
║  Due Date: [DUE DATE]              Terms: [NET TERMS]        ║
║                                                              ║
╠══════════════════════════════════════════════════════════════╣
║  BILL TO:                                                    ║
║  [Client Name]                                               ║
║  [Company Name]                                              ║
║  [Address]                                                   ║
║  [Email]                                                     ║
╠══════════════════════════════════════════════════════════════╣
║  PROJECT: [Project Name/Description]                         ║
╠══════════════════════════════════════════════════════════════╣
║                                                              ║
║  DESCRIPTION                          QTY    RATE    AMOUNT  ║
║  ─────────────────────────────────────────────────────────── ║
║  [Line item description]               1   $X,XXX   $X,XXX   ║
║  [Line item description]               X   $XXX     $X,XXX   ║
║  [Line item description]               X   $XXX     $X,XXX   ║
║                                                              ║
║  ─────────────────────────────────────────────────────────── ║
║                                        Subtotal:   $X,XXX.XX ║
║                                        Tax (0%):       $0.00 ║
║                                        ─────────────────────  ║
║                                        TOTAL DUE:  $X,XXX.XX ║
║                                                              ║
╠══════════════════════════════════════════════════════════════╣
║  PAYMENT METHODS                                             ║
║  ────────────────                                            ║
║  ACH/Bank Transfer (Preferred):                              ║
║    Account: 8252968985                                       ║
║    Routing: 211370545                                        ║
║                                                              ║
║  Zelle/Venmo: {YOUR_EMAIL}                         ║
╠══════════════════════════════════════════════════════════════╣
║  NOTES                                                       ║
║  [Any additional notes or terms]                             ║
║                                                              ║
║  Thank you for your business!                                ║
╚══════════════════════════════════════════════════════════════╝

Invoice Numbering System

Format:

SF-[YEAR]-[SEQUENTIAL]

Examples:

SF-2026-001 (First invoice of 2026)
SF-2026-002 (Second invoice)
SF-2026-015 (Fifteenth invoice)

Payment Terms

Term	Description	Use Case
Due on Receipt	Payment due immediately	Small projects, new clients
Net 15	Due within 15 days	Standard projects
Net 30	Due within 30 days	Enterprise clients, retainers
50/50	50% upfront, 50% on completion	Large projects

Line Item Examples

AI Enablement Services

Referral Support Package                    1    $1,500    $1,500
- Claude Code setup and configuration
- MCP server integration
- Custom skills installation
- Training and documentation

Professional Setup Package                  1    $3,500    $3,500
- Full AI development environment
- Custom integrations
- Extended support

Consulting/Hourly

AI Consulting - January 2026               10    $175      $1,750
- Strategy sessions
- Implementation guidance
- Technical support

Additional Development Hours                5     $175        $875
- Custom MCP server development

Website Services

Website Development - Phase 1               1    $5,000    $5,000
- Design and development
- Responsive implementation
- CMS setup

Monthly Maintenance - January               1      $750      $750
- Updates and security patches
- Content updates
- Performance monitoring

Retainer

Monthly Retainer - January 2026            1    $2,000    $2,000
- Up to 12 hours consulting
- Priority support
- Ongoing maintenance

PDF Generation Script

from reportlab.lib.pagesizes import letter
from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
from reportlab.lib.units import inch
from reportlab.lib.colors import HexColor
from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle
from reportlab.lib.enums import TA_CENTER, TA_RIGHT, TA_LEFT
from reportlab.lib import colors
from datetime import datetime, timedelta

def create_invoice(
    invoice_number,
    client_name,
    client_company,
    client_email,
    project_name,
    line_items,  # List of (description, qty, rate)
    terms="Due on Receipt",
    notes=""
):
    output_path = f"SF_Invoice_{invoice_number}.pdf"

    doc = SimpleDocTemplate(
        output_path,
        pagesize=letter,
        rightMargin=0.75*inch,
        leftMargin=0.75*inch,
        topMargin=0.5*inch,
        bottomMargin=0.5*inch
    )

    # Colors
    navy = HexColor('#1a365d')
    purple = HexColor('#6366f1')
    light_gray = HexColor('#f5f5f5')

    styles = getSampleStyleSheet()

    # Custom styles
    title_style = ParagraphStyle(
        'Title',
        parent=styles['Heading1'],
        fontSize=28,
        textColor=navy,
        alignment=TA_CENTER,
        spaceAfter=20
    )

    # Build content
    story = []

    # Header
    story.append(Paragraph("INVOICE", title_style))
    # ... continue building invoice

    # Calculate totals
    subtotal = sum(item[1] * item[2] for item in line_items)
    tax = 0
    total = subtotal + tax

    # Build and save
    doc.build(story)
    return output_path

Invoice Email Template

Subject: Invoice #{invoice_number} from Support Forge - ${amount}

Hi {client_name},

Please find attached invoice #{invoice_number} for {project_description}.

INVOICE SUMMARY
───────────────
Invoice #: {invoice_number}
Amount: ${amount}
Due Date: {due_date}

PAYMENT OPTIONS
───────────────
ACH/Bank Transfer (Preferred):
  Account: 8252968985
  Routing: 211370545

Zelle/Venmo: {YOUR_EMAIL}

Please reference invoice #{invoice_number} with your payment.

Questions about this invoice? Just reply to this email.

Thank you for your business!

{YOUR_NAME}
Support Forge LLC
{YOUR_PHONE}

Payment Tracking

Invoice Log Template

| Invoice # | Date | Client | Amount | Due Date | Status | Paid Date |
|-----------|------|--------|--------|----------|--------|-----------|
| SF-2026-001 | 1/15 | Eyam Health | $1,500 | 1/15 | Pending | - |
| SF-2026-002 | 1/20 | Client B | $3,500 | 2/4 | Pending | - |

Status Options

Draft - Not yet sent
Sent - Sent to client
Pending - Awaiting payment
Partial - Partially paid
Paid - Fully paid
Overdue - Past due date
Void - Cancelled

Overdue Invoice Follow-up

Reminder Schedule

Due date: Send invoice
3 days overdue: Friendly reminder
7 days overdue: Second reminder
14 days overdue: Final notice
30+ days: Phone call / escalation

Friendly Reminder Email

Subject: Friendly Reminder - Invoice #{number} Due

Hi {name},

Hope you're doing well! Just a quick reminder that invoice
#{number} for ${amount} was due on {date}.

If you've already sent payment, thank you! Please disregard
this message.

If you have any questions about the invoice, just let me know.

Payment can be sent via:
- ACH: Account 8252968985, Routing 211370545
- Zelle/Venmo: {YOUR_EMAIL}

Thanks!
Perry

Final Notice Email

Subject: Final Notice - Invoice #{number} - ${amount} Past Due

Hi {name},

This is a final reminder that invoice #{number} for ${amount}
is now {days} days past due.

Please arrange payment at your earliest convenience. If there
are any issues or concerns preventing payment, please let me
know so we can discuss.

Payment options:
- ACH: Account 8252968985, Routing 211370545
- Zelle/Venmo: {YOUR_EMAIL}

Thank you,
{YOUR_NAME}
Support Forge LLC

Quick Commands

"Create invoice for [client] for [amount] for [service]" → Generate complete invoice PDF