Skill: completetech/agentic-invoice-skill (version 1.0.10)

--- name: agentic-invoice-skill description: >- Generate branded invoice and billing-document PDFs for agentic development services, including deposits, milestones, retainers, change orders, pass-through expenses, credits, receipts, refunds, and closeout billing. Use when the user wants structured billing documents from verified contract, SOW, milestone, and payment facts. version: 1.0.10 metadata: openclaw: skillKey: agentic-invoice-skill homepage: https://github.com/CompleteTech-LLC/agentic-invoice-skill requires: bins: - python3 install: - kind: uv package: reportlab==4.5.1 - kind: uv package: pyyaml==6.0.3 - kind: uv package: pypdfium2==5.8.0 - kind: uv package: pillow==12.2.0 --- # Agentic Invoice Skill ## At a Glance | What it creates | Best for | Output | |---|---|---| | Invoices and billing documents | Deposits, milestones, retainers, support, change orders, credits, receipts, refunds, and closeout | Branded PDF, Markdown, optional PNG preview | This skill turns verified billing events, line items, contract references, credits, payment terms, and approval facts into clean CompleteTech-style invoice artifacts. It is local-only: it creates documents and does not issue invoices, collect payment, or call accounting systems. ## Included Billing Documents | Category | Documents | |---|---| | Engagement start | Pro forma, deposit, pilot, discovery, and contract-deposit invoices. | | Delivery milestones | Milestone, prototype, evaluation-work, handoff, final-balance, and time-and-materials invoices. | | Ongoing services | Retainer, recurring support, overage, expansion, training, advisory, and pass-through invoices. | | Adjustments | Credit memos, refund memos, corrected invoices, void notices, installment requests, and paid-in-full receipts. | ## Purpose | Use | Scope | |---|---| | Billing artifact generation | Create practical invoice documents for agentic development services from verified billing facts. | | Lifecycle coverage | Upfront deposits, scoped pilots, discovery, implementation, evaluation, change orders, retainers, support, expenses, credits, late fees, refunds, and closeout. | | Operating boundary | Produce invoice documents only; payment collection, tax decisions, ledger posting, and collections stay with the accounting system or reviewer. | ## System Boundary | Boundary | Use | |---|---| | This skill | Billing document drafting and invoice-event selection. | | `agentic-proposal-skill` | Pricing rationale or commercial scope before approval. | | `agentic-contract-skill` | Agreement terms and payment obligations. | | `agentic-delivery-skill` | Milestone evidence, delivery records, and acceptance context. | | `agentic-email-skill` | The message that accompanies an invoice. | | Accounting system or reviewer | Final tax, payment, ledger, and collection decisions. | ## Core Workflow | Step | Action | |---|---| | 1 | Identify the invoice event: estimate, deposit, milestone, retainer, time and materials, change order, expense, final invoice, credit, late fee, refund, or renewal. | | 2 | Gather the required billing facts. | | 3 | Use `references/invoice-positioning.md` for service language and risk boundaries. | | 4 | Use `references/use-case-decision-table.md` to choose the right invoice type. | | 5 | Use `references/invoice-lifecycle.md` for end-to-end billing flow and gates. | | 6 | Use `references/invoice-catalog.md` for the near-exhaustive invoice template library. | | 7 | Draft clearly and conservatively; do not invent tax, banking, contract, or accounting facts. | | Required Fact | Examples | |---|---| | Parties | Provider, client, billing contact, and legal entity names. | | Invoice details | Invoice number, issue date, due date, terms, currency, project name, billing period, and notes. | | Commercial reference | Contract, SOW, purchase order, milestone, or delivery evidence. | | Amounts | Line items, taxes, discounts, credits, previous payments, and amount due. | | Payment handling | Payment instructions, accounting review status, and collection constraints. | ## Invoice Selection Guide Choose by the actual commercial trigger first. | Trigger Group | Use These Templates | |---|---| | Pre-approval and deposits | `pro-forma-invoice`, `deposit-request-invoice`, `pilot-deposit-invoice`, `discovery-assessment-invoice`, `contract-deposit-invoice` | | Delivery and closeout | `milestone-invoice`, `prototype-delivery-invoice`, `evaluation-work-invoice`, `handoff-invoice`, `final-balance-invoice`, `holdback-release-invoice` | | Ongoing work | `time-and-materials-invoice`, `monthly-retainer-invoice`, `recurring-support-invoice`, `retainer-renewal-invoice` | | Scope changes | `change-order-invoice`, `rush-fee-invoice`, `integration-add-on-invoice`, `expansion-workflow-invoice`, `training-invoice`, `advisory-invoice` | | Pass-through and expenses | `usage-pass-through-invoice`, `expense-reimbursement-invoice`, `support-overage-invoice` | | Collections and payment status | `late-fee-invoice`, `installment-invoice`, `partial-payment-receipt-invoice`, `paid-in-full-receipt` | | Adjustments | `prepayment-credit-invoice`, `discount-adjustment-invoice`, `corrected-invoice`, `termination-invoice`, `refund-memo`, `credit-memo`, `tax-only-invoice`, `voided-invoice-notice` | | Selection Rule | Guidance | |---|---| | Several templates fit | Choose the invoice closest to the actual billing trigger. | | Delivery happened before acceptance | If the contract bills on milestone acceptance, use `milestone-invoice`, not `prototype-delivery-invoice`. | | Facts are incomplete | Keep missing values as `TBD` and do not invent payment, tax, PO, or banking details. | ## Quality Rules | Rule | Requirement | |---|---| | Amounts and terms | Use exact client-provided amounts and terms. | | Line items | Keep line items specific enough for approval but not cluttered. | | References | Tie invoices to contract, SOW, change order, or accepted milestone references when available. | | Separation | Separate professional services, third-party pass-throughs, expenses, taxes, credits, and late fees. | | Unknowns | Mark drafts as drafts if payment details or tax handling are unknown. | | Advice boundary | Do not include legal, tax, or accounting advice unless the user specifically asks for explanatory notes. | | Fabrication guardrail | Never fabricate bank accounts, tax IDs, purchase order numbers, tax rates, or compliance status. | ## Resource Guide | Resource | Role | |---|---| | `references/invoice-positioning.md` | Agentic development service wording, line-item language, and invoice boundaries. | | `references/use-case-decision-table.md` | Invoice-type selection for a specific billing event. | | `references/invoice-lifecycle.md` | End-to-end invoicing workflows, approval gates, and follow-up steps. | | `references/invoice-catalog.md` | Near-exhaustive invoice template library. | | `references/template-index.json` | Machine-readable template metadata used by the renderer. | | `scripts/render_invoice.py` | Lists invoice templates or renders a draft with placeholders. | ## Runtime Permissions | Area | Runtime behavior | |---|---| | Execution | Runs local Python entry points: `scripts/render_invoice.py` and `scripts/render_pdf.py`. | | Reads | Bundled templates, references, examples, `assets/logo.png`, and user-provided Markdown or invoice variables. | | Writes | Only user-selected `--out`, `--png`, `--markdown-out`, or default `output/` artifact paths. | | Network | Not required and not used for invoice drafting or document rendering. | | Not Included | Boundary | |---|---| | Payment operations | Does not collect payment, issue payment links, post to ledgers, or call accounting systems. | | Credentials | Does not read banking credentials, accounting credentials, API keys, or CRM tokens. | | System changes | Does not create persistence, escalate privileges, run background services, or perform destructive file operations. | ## Renderer Use the local renderer for repeatable invoice drafts, template discovery, and branded artifacts: ```bash python3 scripts/render_invoice.py --list python3 scripts/render_invoice.py --stage milestone --list python3 scripts/render_invoice.py --template pilot-deposit-invoice --var client_name=Acme --var invoice_number=INV-1001 --var amount_due=6000 ``` | Need | Command Pattern | |---|---| | List all templates | `python3 scripts/render_invoice.py --list` | | List a stage | `python3 scripts/render_invoice.py --stage milestone --list` | | Render a template | `python3 scripts/render_invoice.py --template pilot-deposit-invoice --var key=value` | | Production polish | Replace every placeholder with verified invoice, contract, tax, payment, and client facts. | ## Rendering to a Branded PDF Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents. The renderer can emit PDF, Markdown, and optional PNG preview in one local command: ```bash pip install -r requirements.txt python3 scripts/render_invoice.py --template milestone-invoice \ --out artifact.pdf --png artifact.png \ --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" \ --meta "INVOICE NO.=INV-2026-0461" --meta "DUE=2026-06-23" --no-cover \ --var client_name="Client Name" --var workflow="support triage" ``` | Output Need | Use | |---|---| | Branded PDF | `--out artifact.pdf` | | PNG preview | `--png artifact.png` | | Markdown source | `--markdown-out artifact.md` | | Markdown only | `--no-pdf` | | Single-document invoice | `--no-cover` | | Existing billing Markdown to PDF | `python3 scripts/render_pdf.py --markdown invoice.md --out invoice.pdf --logo assets/logo.png --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE"` | | Rendering Support | Details | |---|---| | Markdown subset | `#`, `##`, `###`, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. | | Required package | `reportlab==4.5.1` for PDF rendering. | | Optional preview packages | `pypdfium2==5.8.0` and `pillow==12.2.0` for `--png`. | | Example output | See `assets/examples/` for rendered Markdown, PDF, and PNG artifacts. | ## Network Boundary This skill is local-only. It does not include outbound network helpers, callbacks, or any helper that posts invoice run metadata to an external service.

path: agents/openai.yaml
content: interface:
  display_name: "Agentic Invoice Skill"
  short_description: "Create agentic development invoices"
  default_prompt: "Use $agentic-invoice-skill to choose and draft the right invoice for an agentic development engagement."

policy:
  allow_implicit_invocation: false


path: assets/examples/example.md
content: # Invoice

| | |
|---|---|
| **Invoice number** | INV-2026-0461 |
| **Issue date** | 2026-06-08 |
| **Due date** | 2026-06-23 (Net 15) |
| **Reference** | ADSA-2026-0142 — Support Email Triage Agent (Pilot) |
| **Billing period** | Prototype milestone |

## From

CompleteTech LLC  
30 N Gould St, Ste R, Sheridan, WY 82801, USA  
[REDACTED_SECRET] · complete.tech

## Bill To

Northwind Trading Co.  
Attn: Accounts Payable  
240 Harbor Point Blvd, Suite 700, Seattle, WA 98121, USA  
[REDACTED_SECRET]

## Line Items

| Description | Qty | Unit | Amount |
|---|---|---|---|
| Prototype milestone — classify/draft/route on sandbox mailbox | 1 | USD 11,200.00 | USD 11,200.00 |
| Evaluation test-set construction (de-identified sample) | 1 | USD 2,400.00 | USD 2,400.00 |
| **Subtotal** | | | **USD 13,600.00** |
| Less deposit applied (per ADSA-2026-0142) | 1 | -USD 4,080.00 | -USD 4,080.00 |
| **Total due** | | | **USD 9,520.00** |

## Payment Instructions

Remit by ACH or check referencing invoice number INV-2026-0461. Net 15 from issue date. Please direct billing questions to [REDACTED_SECRET].

## Notes

> This milestone invoice bills the accepted prototype milestone under ADSA-2026-0142 and applies the proportional share of the signing deposit. Taxes, if applicable, are the responsibility of the client per the agreement. This is a demonstration artifact, not a real bill.


path: BRAND_ASSETS.md
content: # Brand Assets

CompleteTech LLC names, logos, seals, and brand assets included in this repository are not licensed under the MIT License.

They remain trademarks, service marks, or brand assets of CompleteTech LLC and may not be reused in a way that suggests endorsement, affiliation, sponsorship, or ownership without written permission.

The logo is included so this repository can identify itself as part of the CompleteTech LLC agentic services skill library.


path: examples/README.md
content: # Examples

This directory is reserved for runnable example inputs, overrides, or notes for this skill.

Rendered demonstration artifacts live under `assets/examples/` so README previews and packaged outputs stay close to the visual assets they reference.


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (MEDIUM)