Invoice Automation Skill

Invoice Automation

Generate professional invoices for engineering consulting clients using YAML configuration.

Description

This skill automates invoice generation for AceEngineer's engineering consulting services. It reads client billing data from YAML configurations and generates Word document invoices using templates.

Trigger Conditions

Activate when the user mentions:

Invoice generation or creation
Client billing or billing cycles
Monthly invoices for clients (ACMA, RII, Doris, SeaNation)
Engineering consulting fees

Core Capabilities

Client Invoice Generation: Generate invoices from YAML billing configurations
Template-Based Output: Use python-docx to create professional Word documents
Multi-Client Support: Handle multiple clients with different billing rates and terms
Due Date Calculation: Automatically calculate payment due dates

Usage Examples

# Generate invoices for a specific month
aceengineer invoice generate --month 2025-01

# Generate invoice for specific client
aceengineer invoice generate --month 2025-01 --client ACMA

# Preview without generating files
aceengineer invoice generate --month 2025-01 --dry-run

Configuration Structure

# config/invoice_config.yaml
client:
  name: "ACMA Engineering"
  contact: "John Smith"
  address: "123 Client Street"

billing:
  rate: 150.00
  currency: "USD"
  payment_terms_days: 30

services:
  - description: "Engineering consultation"
    hours: 40
    rate: 150.00

Output

Word document invoices (.docx)
Invoice tracking spreadsheet
PDF export (optional)

Dependencies

pandas: Data processing
python-docx: Word document generation
openpyxl: Excel file handling
pyyaml: Configuration parsing

Related Files

aceengineer_admin/invoice/: Invoice module source
aceengineer_admin/cli.py: CLI commands
templates/invoices/: Invoice templates
invoices/: Generated invoice output

Workflow

Load client billing configuration from YAML
Calculate billing amounts and due dates
Populate invoice template with data
Generate Word document with professional formatting
Update invoice tracking spreadsheet
Optionally export to PDF

Agent Skills: Invoice Automation

Install this agent skill to your local

Skill Files