Agentic Invoice Skill

Generate branded invoice and billing-document PDFs for agentic development services, including deposits, milestones, retainers, change orders, pass-through e...

At a Glance

What it creates	Best for	Output
Invoices and billing documents	Deposits, milestones, retainers, support, change orders, credits, receipts, refunds, and closeout	Branded PDF, Markdown, optional PNG preview

This skill turns verified billing events, line items, contract references, credits, payment terms, and approval facts into clean CompleteTech-style invoice artifacts. It is local-only: it creates documents and does not issue invoices, collect payment, or call accounting systems.

Included Billing Documents

Category	Documents
Engagement start	Pro forma, deposit, pilot, discovery, and contract-deposit invoices.
Delivery milestones	Milestone, prototype, evaluation-work, handoff, final-balance, and time-and-materials invoices.
Ongoing services	Retainer, recurring support, overage, expansion, training, advisory, and pass-through invoices.
Adjustments	Credit memos, refund memos, corrected invoices, void notices, installment requests, and paid-in-full receipts.

Purpose

Use	Scope
Billing artifact generation	Create practical invoice documents for agentic development services from verified billing facts.
Lifecycle coverage	Upfront deposits, scoped pilots, discovery, implementation, evaluation, change orders, retainers, support, expenses, credits, late fees, refunds, and closeout.
Operating boundary	Produce invoice documents only; payment collection, tax decisions, ledger posting, and collections stay with the accounting system or reviewer.

System Boundary

Boundary	Use
This skill	Billing document drafting and invoice-event selection.
agentic-proposal-skill	Pricing rationale or commercial scope before approval.
agentic-contract-skill	Agreement terms and payment obligations.
agentic-delivery-skill	Milestone evidence, delivery records, and acceptance context.
agentic-email-skill	The message that accompanies an invoice.
Accounting system or reviewer	Final tax, payment, ledger, and collection decisions.

Core Workflow

Step	Action
1	Identify the invoice event: estimate, deposit, milestone, retainer, time and materials, change order, expense, final invoice, credit, late fee, refund, or renewal.
2	Gather the required billing facts.
3	Use references/invoice-positioning.md for service language and risk boundaries.
4	Use references/use-case-decision-table.md to choose the right invoice type.
5	Use references/invoice-lifecycle.md for end-to-end billing flow and gates.
6	Use references/invoice-catalog.md for the near-exhaustive invoice template library.
7	Draft clearly and conservatively; do not invent tax, banking, contract, or accounting facts.

Required Fact	Examples
Parties	Provider, client, billing contact, and legal entity names.
Invoice details	Invoice number, issue date, due date, terms, currency, project name, billing period, and notes.
Commercial reference	Contract, SOW, purchase order, milestone, or delivery evidence.
Amounts	Line items, taxes, discounts, credits, previous payments, and amount due.
Payment handling	Payment instructions, accounting review status, and collection constraints.

Invoice Selection Guide

Choose by the actual commercial trigger first.

Trigger Group	Use These Templates
Pre-approval and deposits	pro-forma-invoice, deposit-request-invoice, pilot-deposit-invoice, discovery-assessment-invoice, contract-deposit-invoice
Delivery and closeout	milestone-invoice, prototype-delivery-invoice, evaluation-work-invoice, handoff-invoice, final-balance-invoice, holdback-release-invoice
Ongoing work	time-and-materials-invoice, monthly-retainer-invoice, recurring-support-invoice, retainer-renewal-invoice
Scope changes	change-order-invoice, rush-fee-invoice, integration-add-on-invoice, expansion-workflow-invoice, training-invoice, advisory-invoice
Pass-through and expenses	usage-pass-through-invoice, expense-reimbursement-invoice, support-overage-invoice
Collections and payment status	late-fee-invoice, installment-invoice, partial-payment-receipt-invoice, paid-in-full-receipt
Adjustments	prepayment-credit-invoice, discount-adjustment-invoice, corrected-invoice, termination-invoice, refund-memo, credit-memo, tax-only-invoice, voided-invoice-notice

Selection Rule	Guidance
Several templates fit	Choose the invoice closest to the actual billing trigger.
Delivery happened before acceptance	If the contract bills on milestone acceptance, use milestone-invoice, not prototype-delivery-invoice.
Facts are incomplete	Keep missing values as TBD and do not invent payment, tax, PO, or banking details.

Quality Rules

Rule	Requirement
Amounts and terms	Use exact client-provided amounts and terms.
Line items	Keep line items specific enough for approval but not cluttered.
References	Tie invoices to contract, SOW, change order, or accepted milestone references when available.
Separation	Separate professional services, third-party pass-throughs, expenses, taxes, credits, and late fees.
Unknowns	Mark drafts as drafts if payment details or tax handling are unknown.
Advice boundary	Do not include legal, tax, or accounting advice unless the user specifically asks for explanatory notes.
Fabrication guardrail	Never fabricate bank accounts, tax IDs, purchase order numbers, tax rates, or compliance status.

Resource Guide

Resource	Role
references/invoice-positioning.md	Agentic development service wording, line-item language, and invoice boundaries.
references/use-case-decision-table.md	Invoice-type selection for a specific billing event.
references/invoice-lifecycle.md	End-to-end invoicing workflows, approval gates, and follow-up steps.
references/invoice-catalog.md	Near-exhaustive invoice template library.
references/template-index.json	Machine-readable template metadata used by the renderer.
scripts/render_invoice.py	Lists invoice templates or renders a draft with placeholders.

Runtime Permissions

Area	Runtime behavior
Execution	Runs local Python entry points: scripts/render_invoice.py and scripts/render_pdf.py.
Reads	Bundled templates, references, examples, assets/logo.png, and user-provided Markdown or invoice variables.
Writes	Only user-selected --out, --png, --markdown-out, or default output/ artifact paths.
Network	Not required and not used for invoice drafting or document rendering.

Not Included	Boundary
Payment operations	Does not collect payment, issue payment links, post to ledgers, or call accounting systems.
Credentials	Does not read banking credentials, accounting credentials, API keys, or CRM tokens.
System changes	Does not create persistence, escalate privileges, run background services, or perform destructive file operations.

Renderer

Use the local renderer for repeatable invoice drafts, template discovery, and branded artifacts:

bash

python3 scripts/render_invoice.py --list
python3 scripts/render_invoice.py --stage milestone --list
python3 scripts/render_invoice.py --template pilot-deposit-invoice --var client_name=Acme --var invoice_number=INV-1001 --var amount_due=6000

Need	Command Pattern
List all templates	python3 scripts/render_invoice.py --list
List a stage	python3 scripts/render_invoice.py --stage milestone --list
Render a template	python3 scripts/render_invoice.py --template pilot-deposit-invoice --var key=value
Production polish	Replace every placeholder with verified invoice, contract, tax, payment, and client facts.

Rendering to a Branded PDF

Artifacts from this skill are delivered as branded CompleteTech LLC PDF documents. The renderer can emit PDF, Markdown, and optional PNG preview in one local command:

bash

pip install -r requirements.txt
python3 scripts/render_invoice.py --template milestone-invoice \
  --out artifact.pdf --png artifact.png \
  --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" \
  --meta "INVOICE NO.=INV-2026-0461" --meta "DUE=2026-06-23" --no-cover \
  --var client_name="Client Name" --var workflow="support triage"

Output Need	Use
Branded PDF	--out artifact.pdf
PNG preview	--png artifact.png
Markdown source	--markdown-out artifact.md
Markdown only	--no-pdf
Single-document invoice	--no-cover
Existing billing Markdown to PDF	python3 scripts/render_pdf.py --markdown invoice.md --out invoice.pdf --logo assets/logo.png --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE"

Rendering Support	Details
Markdown subset	#, ##, ###, paragraphs, - bullets, tables, > callouts, **bold**, and [PAGE_BREAK].
Required package	reportlab==4.5.1 for PDF rendering.
Optional preview packages	pypdfium2==5.8.0 and pillow==12.2.0 for --png.
Example output	See assets/examples/ for rendered Markdown, PDF, and PNG artifacts.

Network Boundary

This skill is local-only. It does not include outbound network helpers, callbacks, or any helper that posts invoice run metadata to an external service.