Invoice Generator Skill

Invoice Generator

Generate professional invoices for WeLabelData Inc.

Overview

Two ways to generate invoices:

1. Invoice Generator Agent (RECOMMENDED)

Full automation with CRM integration:

Loads deal data from CRM
Auto-fills client/contact info
Updates deal stage to 'invoiced'
Logs activities
Sends Telegram notifications
Human review before sending

See: /invoice-generator-agent skill

2. Direct Script (Manual)

Low-level script for direct use without CRM integration.

This skill generates invoices in HTML and PDF formats with:

WeLabelData company branding
Client information (pre-configured or custom)
International wire transfer details (for non-US clients)
Auto-incrementing invoice numbers

Script Location

$SCRIPTS_PATH/generate_invoice.py

Usage

Basic Usage

cd $PROJECT_ROOT
python3 scripts/generate_invoice.py --client "ClientName" --amount 1000

Known Clients (Auto-fill)

These clients have pre-configured contact info:

| Key | Company | Contact | Location | |-----|---------|---------|----------| | clienta | Client A BV | John Doe | Netherlands | | clientb | Client B Analytics | Jane Smith | USA | | clientc | Client C sp. z o.o. | Alice Johnson | Poland | | clientd | Client D Inc. | Bob | Japan | | cliente | Client E Tech | Charlie Brown | Sweden |

Examples

# Invoice for known client
python3 scripts/generate_invoice.py --client clienta --amount 707 --description "Video annotation services"

# Invoice for new client
python3 scripts/generate_invoice.py --client "New Company" --amount 500 --contact "John Doe" --email "john@example.com"

# Custom invoice number and date
python3 scripts/generate_invoice.py --client clientb --amount 3492 --number 100 --date "2/15/26"

# HTML only (no PDF)
python3 scripts/generate_invoice.py --client clienta --amount 707 --no-pdf

Options

| Flag | Description | |------|-------------| | --client | Client name or key (required) | | --amount | Invoice amount in USD (required) | | --description | Service description (default: "Services") | | --contact | Contact name (overrides default) | | --email | Contact email (overrides default) | | --date | Invoice date in M/D/YY format | | --number | Invoice number (default: auto-increment) | | --output | Output file path (without extension) | | --no-pdf | Generate HTML only | | --no-bank | Exclude bank/wire details |

Output

Invoices are saved to:

$PROJECT_ROOT/docs/invoices/

Format: Invoice_{number}_WeLabelData_{ClientName}.pdf

Invoice Numbering

Last invoice: tracked in /docs/company/invoice_tracker.json
Auto-increments with each generation
Override with --number flag

After Generation (Manual Script Only)

If using the direct script (not recommended), manually:

Review the generated PDF

Update deals.csv with invoice info:

invoice_date,invoice_number
2026-02-04,98

Send to client via email/WhatsApp
Track in CRM activities

NOTE: The Invoice Generator Agent does all of this automatically.

When to Use Which

| Use Case | Tool | Why | |----------|------|-----| | Invoice for existing deal in CRM | Agent | Auto CRM integration, activity logging | | Quick one-off invoice | Script | Faster for non-CRM clients | | Testing invoice layout | Script | No CRM side effects | | Production workflow | Agent | Full automation + audit trail |

/invoice-generator-agent - Automated agent with CRM integration (RECOMMENDED)
Company info: /docs/company/yourcompany-company-info.md
Deals tracking: /sales/crm/relationships/deals.csv
Bank details PDF: /docs/company/originals/Wire-Details.pdf

Agent Skills: Invoice Generator

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