invoice-template▌
claude-office-skills/skills · updated Apr 8, 2026
This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.
Invoice Template Skill
Overview
This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.
How to Use
- Describe what you want to accomplish
- Provide any required input data or files
- I'll execute the appropriate operations
Example prompts:
- "Generate invoices from order data"
- "Create recurring invoices"
- "Batch generate monthly invoices"
- "Customize invoice templates per client"
Domain Knowledge
Invoice Data Structure
invoice_data = {
"invoice_number": "INV-2026-001",
"date": "2026-01-30",
"due_date": "2026-02-28",
"from": {
"name": "Your Company",
"address": "123 Business St",
"email": "billing@company.com"
},
"to": {
"name": "Client Name",
"address": "456 Client Ave",
"email": "client@example.com"
},
"items": [
{"description": "Consulting", "quantity": 10, "rate": 150.00},
{"description": "Development", "quantity": 20, "rate": 100.00}
],
"tax_rate": 0.08,
"notes": "Payment due within 30 days"
}
PDF Generation with ReportLab
from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
from reportlab.lib.units import inch
def create_invoice(data: dict, output_path: str):
c = canvas.Canvas(output_path, pagesize=letter)
width, height = letter
# Header
c.setFont("Helvetica-Bold", 24)
c.drawString(1*inch, height - 1*inch, "INVOICE")
# Invoice details
c.setFont("Helvetica", 12)
c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")
c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")
# From/To
y = height - 2.5*inch
c.drawString(1*inch, y, f"From: {data['from']['name']}")
c.drawString(4*inch, y, f"To: {data['to']['name']}")
# Items table
y = height - 4*inch
c.setFont("Helvetica-Bold", 10)
c.drawString(1*inch, y, "Description")
c.drawString(4*inch, y, "Qty")
c.drawString(5*inch, y, "Rate")
c.drawString(6*inch, y, "Amount")
c.setFont("Helvetica", 10)
subtotal = 0
for item in data['items']:
y -= 0.3*inch
amount = item['quantity'] * item['rate']
subtotal += amount
c.drawString(1*inch, y, item['description'])
c.drawString(4*inch, y, str(item['quantity']))
c.drawString(5*inch, y, f"${item['rate']:.2f}")
c.drawString(6*inch, y, f"${amount:.2f}")
# Totals
tax = subtotal * data['tax_rate']
total = subtotal + tax
y -= 0.5*inch
c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")
y -= 0.25*inch
c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")
y -= 0.25*inch
c.setFont("Helvetica-Bold", 12)
c.drawString(5*inch, y, f"Total: ${total:.2f}")
c.save()
return output_path
HTML Template Approach
from weasyprint import HTML
from jinja2 import Template
invoice_template = """
<!DOCTYPE html>
<html>
<head>
<style>
body { font-family: Arial; margin: 40px; }
.header { display: flex; justify-content: space-between; }
table { width: 100%; border-collapse: collapse; margin: 20px 0; }
th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }
.total { font-weight: bold; font-size: 18px; }
</style>
</head>
<body>
<div class="header">
<h1>INVOICE</h1>
<div>
<p>Invoice #: {{ invoice_number }}</p>
<p>Date: {{ date }}</p>
</div>
</div>
<table>
<tr><th>Description</th><th>Qty</th><th>Rate</th><th>Amount</th></tr>
{% for item in items %}
<tr>
<td>{{ item.description }}</td>
<td>{{ item.quantity }}</td>
<td>${{ "%.2f"|format(item.rate) }}</td>
<td>${{ "%.2f"|format(item.quantity * item.rate) }}</td>
</tr>
{% endfor %}
</table>
<p class="total">Total: ${{ "%.2f"|format(total) }}</p>
</body>
</html>
"""
def create_invoice_html(data: dict, output_path: str):
template = Template(invoice_template)
# Calculate total
total = sum(i['quantity'] * i['rate'] for i in data['items'])
total *= (1 + data.get('tax_rate', 0))
data['total'] = total
html = template.render(**data)
HTML(string=html).write_pdf(output_path)
return output_path
Best Practices
- Validate required fields before generation
- Use templates for consistent branding
- Auto-calculate totals (don't trust input)
- Include payment instructions and terms
Installation
# Install required dependencies
pip install python-docx openpyxl python-pptx reportlab jinja2
Resources
Discussion
Product Hunt–style comments (not star reviews)- No comments yet — start the thread.
Ratings
4.6★★★★★28 reviews- ★★★★★Alexander Khan· Dec 28, 2024
Useful defaults in invoice-template — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
- ★★★★★Chaitanya Patil· Dec 8, 2024
I recommend invoice-template for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
- ★★★★★Piyush G· Nov 27, 2024
invoice-template fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
- ★★★★★Rahul Santra· Nov 7, 2024
Useful defaults in invoice-template — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
- ★★★★★Pratham Ware· Oct 26, 2024
Registry listing for invoice-template matched our evaluation — installs cleanly and behaves as described in the markdown.
- ★★★★★Shikha Mishra· Oct 18, 2024
invoice-template has been reliable in day-to-day use. Documentation quality is above average for community skills.
- ★★★★★Harper Jackson· Sep 21, 2024
invoice-template is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
- ★★★★★Kofi Lopez· Sep 9, 2024
invoice-template reduced setup friction for our internal harness; good balance of opinion and flexibility.
- ★★★★★Kofi Liu· Aug 28, 2024
invoice-template is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
- ★★★★★Ava Park· Aug 12, 2024
invoice-template reduced setup friction for our internal harness; good balance of opinion and flexibility.
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