Invoice

What This Skill Does

The Invoice skill is a robust automation engine designed for OpenClaw AI to streamline the entire lifecycle of billing. It is engineered to handle the end-to-end process of document generation—from the initial discovery phase, where client information is gathered or retrieved from an integrated database, to the final archival of a PDF invoice. By utilizing a structured directory architecture, the skill ensures that all drafts, historical versions, and finalized financial documents remain organized and accessible. It automatically handles the complex requirements of tax calculation, ensuring that base amounts, tax rates, and final totals are clearly presented in every output. Unlike other skills that simply manage or categorize incoming invoices, this skill is specifically built for proactive creation and dispatch, making it the primary tool for freelance professionals and small business owners who require professional-grade documentation without the overhead of manual data entry.

Installation

To integrate this skill into your OpenClaw environment, ensure you have the necessary write permissions for the target directory structure. Run the following command in your terminal:

clawhub install openclaw/skills/skills/ivangdavila/invoice

Post-installation, you must perform a configuration handshake to initialize your business identity. Ensure you provide your business name, tax identification number, primary mailing address, and banking details (IBAN) as requested by the configuration prompts. You should also define your invoice series format to comply with regional fiscal standards.

Use Cases

This skill is ideal for:

• Freelancers and consultants issuing monthly retainers or project-based fees.
• Small agencies needing to maintain consecutive, audit-ready invoice numbering.
• Businesses requiring automated PDF generation from markdown-based templates.
• Professionals who need a clear, version-controlled audit trail of all issued invoices.

Example Prompts

1. "Create a new invoice for Acme Corp for the 'Project Phoenix' web development services in the amount of $2,500. Use their latest address from the client database."
2. "Draft an invoice for Sarah Jenkins for last month's consultation sessions. Make sure to apply the 15% VAT and send the draft to me for review first."
3. "Finalize the invoice for TechFlow Solutions. I have already reviewed the draft, so generate the PDF, save it to the 2026 folder, and email it to their accounts department."

Tips & Limitations

• Safety & Compliance: The system mandates a review phase. Always verify the client's tax ID before finalizing, as incorrect B2B data can cause legal discrepancies in your tax filings.
• Versioning: Take advantage of the ~/billing/drafts/{client-name}/versions/ folder. If you make a mistake, don't modify the sent invoice; issue a credit note instead to maintain an unbroken, compliant audit trail.
• Storage: Regularly back up the ~/billing/ directory, as it contains your entire business financial history.
• Constraints: The skill does not support manual override of series numbers. This is a deliberate design choice to prevent tax audit gaps. Always follow the internal numbering generated by the skill.