invoice-template

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Generate professional PDF invoices from templates

Об этом скилле

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

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

from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
from 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

from weasyprint import HTML
from 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

# Install required dependencies
pip install python-docx openpyxl python-pptx reportlab jinja2

Resources

Установить invoice-template в Claude Code и Claude Desktop

Скопируй папку скилла в директорию скиллов Claude Code:

npx degit claude-office-skills/skills/invoice-template ~/.claude/skills/invoice-template

Зарегайся, чтобы установить скилл

Создай бесплатный аккаунт, чтобы открыть команду установки и сохранить скилл в библиотеку.

Открой команду установки в одну строку
Сохраняй скиллы в синхронизируемую библиотеку
Уведомления, когда скиллы обновляются

Зарегаться бесплатно У меня уже есть аккаунт

Разрешённые инструменты

Инструменты, которые скиллу разрешено вызывать.

Без ограничений — скилл может использовать любой инструмент.

FAQ

Что делает скилл invoice-template?

Generate professional PDF invoices from templates

Как установить скилл invoice-template?

Скопируй папку скилла в ~/.claude/skills (вкладка Claude Code выше делает это одной командой), либо поставь как плагин.

Скилл invoice-template запускает скрипты?

Нет, скилл состоит только из инструкций (SKILL.md), без исполняемых скриптов.

Сравнить invoice-template с

invoice-templatevsPDF invoice-templatevsDOCX invoice-templatevsPPTX invoice-templatevscanvas-design

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