Invoice Automation Comprehensive invoice automation skill for generating, sending, tracking, and reconciling invoices across multiple accounting platforms. Core Workflows 1. Invoice Generation INVOICE CREATION FLOW: ┌─────────────────┐ │ Customer Data │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Line Items │ │ - Products │ │ - Services │ │ - Quantities │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Apply Template │ │ - Branding │ │ - Terms │ │ - Tax rates │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Generate PDF │ └─────────────────┘ 2. Multi-Platform Integration Platform Capabilities QuickBooks Full CRUD, payments, reports Xero Invoices, contacts, bank feeds FreshBooks Time tracking, expenses, invoices Stripe Recurring, one-time, subscriptions Wave Free invoicing, receipts Zoho Invoice Multi-currency, templates 3. Automated Workflows Auto-Invoice from Time Tracking: trigger : weekly_timesheet_approved actions : - aggregate_billable_hours - calculate_totals - generate_invoice - send_to_client - log_to_accounting Payment Reminder Sequence: reminders : - days_before_due : 3 template : friendly_reminder - days_after_due : 1 template : payment_due - days_after_due : 7 template : overdue_notice - days_after_due : 30 template : final_notice Invoice Templates Standard Invoice Template

INVOICE ** Invoice Number: ** INV-{YYYY}{MM}-{####} ** Date: ** {issue_date} ** Due Date: **

Bill To: {customer_name} {customer_address}

|

| | {item_1} | {q} | ${price} | ${amt} | | {item_2} | {q} | ${price} | ${amt} | ** Subtotal: ** ${subtotal} ** Tax ({tax_rate}%): ** ${tax_amount} ** Total Due: ** ${total}

Payment Methods:

Bank Transfer:

Credit Card:

PayPal:

Recurring Invoice Setup

recurring_invoice

:

customer_id

:

"cust_123"

frequency

:

monthly

day_of_month

:

1

items

:

-

description

:

"Monthly Retainer"

quantity

:

1

unit_price

:

5000

auto_send

:

true

payment_terms

:

net_30

reminder_enabled

:

true

Payment Tracking

Status Dashboard

PAYMENT STATUS OVERVIEW:

┌──────────────────────────────────────────┐

│ Outstanding │ $45,000 │ 12 invoices │

│ Overdue │ $8,500 │ 3 invoices │

│ Paid (30 days) │ $125,000 │ 28 invoices │

│ Pending │ $15,000 │ 5 invoices │

└──────────────────────────────────────────┘

Aging Report

ACCOUNTS RECEIVABLE AGING:

┌─────────────┬──────────┬─────────┐

│ Period │ Amount │ Count │

├─────────────┼──────────┼─────────┤

│ Current │ $25,000 │ 8 │

│ 1-30 days │ $12,000 │ 4 │

│ 31-60 days │ $5,000 │ 2 │

│ 61-90 days │ $2,500 │ 1 │

│ 90+ days │ $1,000 │ 1 │

└─────────────┴──────────┴─────────┘

Reconciliation Workflows

Bank Feed Matching

reconciliation_rules

:

-

match_type

:

exact_amount

tolerance

:

0

auto_match

:

true

-

match_type

:

invoice_reference

field

:

memo

auto_match

:

true

-

match_type

:

customer_name

fuzzy_match

:

0.9

auto_match

:

false

flag_for_review

:

true

Multi-Currency Support

currency_settings

:

base_currency

:

USD

supported

:

-

EUR

-

GBP

-

JPY

-

CNY

exchange_rate_source

:

openexchangerates

update_frequency

:

daily

auto_convert

:

true

API Integration Examples

QuickBooks Invoice Creation

const

invoice

=

{

CustomerRef

:

{

value

:

"123"

}

,

Line

:

[

{

DetailType

:

"SalesItemLineDetail"

,

Amount

:

1000

,

SalesItemLineDetail

:

{

ItemRef

:

{

value

:

"1"

}

,

Qty

:

10

,

UnitPrice

:

100

}

]

,

DueDate

:

"2024-02-15"

,

EmailStatus

:

"NeedToSend"

}

;

Stripe Invoice

const

invoice

=

await

stripe

.

invoices

.

create

(

{

customer

:

'cus_xxx'

,

collection_method

:

'send_invoice'

,

days_until_due

:

30

,

auto_advance

:

true

}

)

;

await

stripe

.

invoiceItems

.

create

(

{

customer

:

'cus_xxx'

,

invoice

:

invoice

.

id

,

price

:

'price_xxx'

,

quantity

:

1

}

)

;

await

stripe

.

invoices

.

sendInvoice

(

invoice

.

id

)

;

Best Practices

Consistent Numbering

Use sequential, searchable invoice numbers

Clear Terms

Always specify payment terms and accepted methods

Timely Sending

Send invoices immediately upon delivery

Automated Reminders

Set up reminder sequences for overdue invoices

Regular Reconciliation

Match payments to invoices weekly
Backup Records: Maintain copies in multiple systems Common Triggers Trigger Action Project completed Generate final invoice Timesheet approved Bill for hours Subscription renewal Create recurring invoice Payment received Update status, send receipt Invoice overdue Send reminder Month end Generate aging report

安装

|

|

|

Payment Methods:

Bank Transfer:

Credit Card: