ReddRadar
Agent skill
creating-invoices
Use this skill when creating invoices, billing clients, tracking payments, or generating financial documents for Support Forge. Generates professional PDF invoices with bank details, payment terms, and line items. Invoke for any client billing, invoice creation, or payment tracking needs.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/creating-invoices
SKILL.md
Invoice Generator
Create professional invoices for Support Forge client work.
Company Details
SUPPORT FORGE LLC
166 Wilson St
Haverhill, MA 01832
EIN: 41-3821756
Email: contact@support-forge.com
Phone: {YOUR_PHONE}
Payment Information
PAYMENT METHODS
ACH/Bank Transfer (Preferred):
Bank: [Your Bank]
Account Number: 8252968985
Routing Number: 211370545
Account Name: Support Forge LLC
Zelle: {YOUR_EMAIL}
Venmo: @{YOUR_HANDLE} (or {YOUR_EMAIL})
Invoice Template
╔══════════════════════════════════════════════════════════════╗
║ INVOICE ║
╠══════════════════════════════════════════════════════════════╣
║ SUPPORT FORGE LLC ║
║ 166 Wilson St ║
║ Haverhill, MA 01832 ║
║ contact@support-forge.com | {YOUR_PHONE} ║
║ EIN: 41-3821756 ║
╠══════════════════════════════════════════════════════════════╣
║ ║
║ Invoice #: SF-[YEAR]-[NUMBER] Date: [DATE] ║
║ Due Date: [DUE DATE] Terms: [NET TERMS] ║
║ ║
╠══════════════════════════════════════════════════════════════╣
║ BILL TO: ║
║ [Client Name] ║
║ [Company Name] ║
║ [Address] ║
║ [Email] ║
╠══════════════════════════════════════════════════════════════╣
║ PROJECT: [Project Name/Description] ║
╠══════════════════════════════════════════════════════════════╣
║ ║
║ DESCRIPTION QTY RATE AMOUNT ║
║ ─────────────────────────────────────────────────────────── ║
║ [Line item description] 1 $X,XXX $X,XXX ║
║ [Line item description] X $XXX $X,XXX ║
║ [Line item description] X $XXX $X,XXX ║
║ ║
║ ─────────────────────────────────────────────────────────── ║
║ Subtotal: $X,XXX.XX ║
║ Tax (0%): $0.00 ║
║ ───────────────────── ║
║ TOTAL DUE: $X,XXX.XX ║
║ ║
╠══════════════════════════════════════════════════════════════╣
║ PAYMENT METHODS ║
║ ──────────────── ║
║ ACH/Bank Transfer (Preferred): ║
║ Account: 8252968985 ║
║ Routing: 211370545 ║
║ ║
║ Zelle/Venmo: {YOUR_EMAIL} ║
╠══════════════════════════════════════════════════════════════╣
║ NOTES ║
║ [Any additional notes or terms] ║
║ ║
║ Thank you for your business! ║
╚══════════════════════════════════════════════════════════════╝
Invoice Numbering System
Format: SF-[YEAR]-[SEQUENTIAL]
Examples:
- SF-2026-001 (First invoice of 2026)
- SF-2026-002 (Second invoice)
- SF-2026-015 (Fifteenth invoice)
Payment Terms
| Term | Description | Use Case |
|---|---|---|
| Due on Receipt | Payment due immediately | Small projects, new clients |
| Net 15 | Due within 15 days | Standard projects |
| Net 30 | Due within 30 days | Enterprise clients, retainers |
| 50/50 | 50% upfront, 50% on completion | Large projects |
Line Item Examples
AI Enablement Services
Referral Support Package 1 $1,500 $1,500
- Claude Code setup and configuration
- MCP server integration
- Custom skills installation
- Training and documentation
Professional Setup Package 1 $3,500 $3,500
- Full AI development environment
- Custom integrations
- Extended support
Consulting/Hourly
AI Consulting - January 2026 10 $175 $1,750
- Strategy sessions
- Implementation guidance
- Technical support
Additional Development Hours 5 $175 $875
- Custom MCP server development
Website Services
Website Development - Phase 1 1 $5,000 $5,000
- Design and development
- Responsive implementation
- CMS setup
Monthly Maintenance - January 1 $750 $750
- Updates and security patches
- Content updates
- Performance monitoring
Retainer
Monthly Retainer - January 2026 1 $2,000 $2,000
- Up to 12 hours consulting
- Priority support
- Ongoing maintenance
PDF Generation Script
from reportlab.lib.pagesizes import letter
from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
from reportlab.lib.units import inch
from reportlab.lib.colors import HexColor
from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle
from reportlab.lib.enums import TA_CENTER, TA_RIGHT, TA_LEFT
from reportlab.lib import colors
from datetime import datetime, timedelta
def create_invoice(
invoice_number,
client_name,
client_company,
client_email,
project_name,
line_items, # List of (description, qty, rate)
terms="Due on Receipt",
notes=""
):
output_path = f"SF_Invoice_{invoice_number}.pdf"
doc = SimpleDocTemplate(
output_path,
pagesize=letter,
rightMargin=0.75*inch,
leftMargin=0.75*inch,
topMargin=0.5*inch,
bottomMargin=0.5*inch
)
# Colors
navy = HexColor('#1a365d')
purple = HexColor('#6366f1')
light_gray = HexColor('#f5f5f5')
styles = getSampleStyleSheet()
# Custom styles
title_style = ParagraphStyle(
'Title',
parent=styles['Heading1'],
fontSize=28,
textColor=navy,
alignment=TA_CENTER,
spaceAfter=20
)
# Build content
story = []
# Header
story.append(Paragraph("INVOICE", title_style))
# ... continue building invoice
# Calculate totals
subtotal = sum(item[1] * item[2] for item in line_items)
tax = 0
total = subtotal + tax
# Build and save
doc.build(story)
return output_path
Invoice Email Template
Subject: Invoice #{invoice_number} from Support Forge - ${amount}
Hi {client_name},
Please find attached invoice #{invoice_number} for {project_description}.
INVOICE SUMMARY
───────────────
Invoice #: {invoice_number}
Amount: ${amount}
Due Date: {due_date}
PAYMENT OPTIONS
───────────────
ACH/Bank Transfer (Preferred):
Account: 8252968985
Routing: 211370545
Zelle/Venmo: {YOUR_EMAIL}
Please reference invoice #{invoice_number} with your payment.
Questions about this invoice? Just reply to this email.
Thank you for your business!
{YOUR_NAME}
Support Forge LLC
{YOUR_PHONE}
Payment Tracking
Invoice Log Template
| Invoice # | Date | Client | Amount | Due Date | Status | Paid Date |
|-----------|------|--------|--------|----------|--------|-----------|
| SF-2026-001 | 1/15 | Eyam Health | $1,500 | 1/15 | Pending | - |
| SF-2026-002 | 1/20 | Client B | $3,500 | 2/4 | Pending | - |
Status Options
- Draft - Not yet sent
- Sent - Sent to client
- Pending - Awaiting payment
- Partial - Partially paid
- Paid - Fully paid
- Overdue - Past due date
- Void - Cancelled
Overdue Invoice Follow-up
Reminder Schedule
- Due date: Send invoice
- 3 days overdue: Friendly reminder
- 7 days overdue: Second reminder
- 14 days overdue: Final notice
- 30+ days: Phone call / escalation
Friendly Reminder Email
Subject: Friendly Reminder - Invoice #{number} Due
Hi {name},
Hope you're doing well! Just a quick reminder that invoice
#{number} for ${amount} was due on {date}.
If you've already sent payment, thank you! Please disregard
this message.
If you have any questions about the invoice, just let me know.
Payment can be sent via:
- ACH: Account 8252968985, Routing 211370545
- Zelle/Venmo: {YOUR_EMAIL}
Thanks!
Perry
Final Notice Email
Subject: Final Notice - Invoice #{number} - ${amount} Past Due
Hi {name},
This is a final reminder that invoice #{number} for ${amount}
is now {days} days past due.
Please arrange payment at your earliest convenience. If there
are any issues or concerns preventing payment, please let me
know so we can discuss.
Payment options:
- ACH: Account 8252968985, Routing 211370545
- Zelle/Venmo: {YOUR_EMAIL}
Thank you,
{YOUR_NAME}
Support Forge LLC
Quick Commands
"Create invoice for [client] for [amount] for [service]" → Generate complete invoice PDF
"Send invoice [number] to [email]" → Email invoice with standard template
"Invoice status" → Show all pending/overdue invoices
"Follow up on overdue invoices" → Generate reminder emails for overdue
Tax Considerations
- MA does not charge sales tax on most services
- Track all invoices for quarterly estimated taxes
- Keep copies of all invoices for 7 years
- Consult accountant for specific tax questions
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