Agent skill · business finance · claude-office-skills
Invoice Automation
Automate invoice generation, sending, tracking, and payment reconciliation across accounting platforms
Why this skill is useful
Adds executable scripts for invoice generation, payment tracking, and multi-platform reconciliation that are not commonly found in public documentation.
What it needs
Requires freshbooks, quickbooks, stripe, xero installed locally. Requires freshbooks, quickbooks, stripe, xero account access. About 3k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.
What this skill does
Invoice Automation Comprehensive invoice automation skill for generating, sending, tracking, and reconciling invoices across multiple accounting platforms. Core Workflows 1. Invoice Generation 2. Multi-Platform Integration Platform Capabilities ---------- ------------- QuickBooks Full CRUD, payments, reports Xero Invoices, contacts, bank feeds FreshBooks Time tracking, expenses, invoices Stripe Recurring, one-time, subscriptions Wave Free invoicing, receipts Zoho Invoice Multi-currency, templates 3. Automated Workflows Auto-Invoice from Time Tracking: Payment Reminder Sequence: Invoice Templates Standard Invoice Template Recurring Invoice Setup Payment Tracking Status Dashboard Aging Report Reconciliation Workflows Bank Feed Matching Multi-Currency Support API Integration Examples QuickBooks Invoice Creation Stripe Invoice Best Practices 1. Consistent Numbering: Use sequential, searchable invoice numbers 2. Clear Terms: Always specify payment terms and accepted methods 3. Timely Sending: Send invoices immediately upon delivery 4. Automated Reminders: Set up reminder sequences for overdue invoices 5. Regular Reconciliation: Match payments to invoices weekly 6. Backup Records: Maintain copies in multiple systems Common Triggers Trigger Action --------- -------- Project completed Generate final invoice Timesheet approved Bill for hours Subscription renewal Create recurring invoice Payment received Update status, send receipt Invoice overdue Send reminder Month end Generate aging report
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills claude-office-skills/invoice-automation