invoice-template

What This Skill Does

The invoice-template skill is a specialized automation tool designed for OpenClaw AI agents to streamline the creation of professional PDF invoices. By leveraging structured data inputs, this skill automates the layout, calculation, and document generation process that traditionally consumes significant manual effort. Using the ReportLab library, the skill generates clean, readable PDFs that include company branding, client details, itemized billing, tax computation, and payment terms, ensuring a consistent and professional output for every transaction.

Installation

To integrate this skill into your environment, run the following command in your terminal:

clawhub install openclaw/skills/skills/lijie420461340/invoice-template

Ensure that you have your OpenClaw environment initialized and that the necessary Python dependencies for document generation, specifically ReportLab, are installed in your environment.

Use Cases

This skill is highly effective for freelancers, small business owners, and accounting departments looking to digitize their billing operations. Use it for:

• Batch generating monthly invoices from sales data.
• Automating recurring service billing for long-term clients.
• Transforming raw project data from spreadsheets or CRM tools into formal invoices.
• Ensuring tax compliance by applying consistent tax rates across all generated documents.

Example Prompts

1. "Generate a new invoice for client Acme Corp based on the items provided in the attached Project-Jan.json file."
2. "Create recurring invoices for all 50 clients listed in my monthly_subscriptions file using the invoice-template skill."
3. "Please prepare an invoice for Sarah Jenkins for 15 hours of consulting at $125 per hour with a 10% tax rate, and save it to my documents folder."

Tips & Limitations

To get the best results, ensure your input data strictly follows the provided dictionary structure. Missing keys such as 'items' or 'tax_rate' may cause the generation process to fail. Note that this skill primarily handles the PDF rendering logic. Complex logic for managing client databases or payment gateways should be handled by integrating this skill alongside other data-management or communication skills. Always verify the outputted PDF content before sending it to clients to ensure all financial figures match your accounting records.