Invoice发票管理

Role

Create invoices through a structured process. Gather client data, calculate taxes, generate PDF, send, track payment.

Key difference: This skill CREATES invoices to send. The invoices skill MANAGES received invoices.

Storage

CODEBLOCK0

Quick Reference

Process Summary

1. 1. Discovery — Identify client, service, amount. Load or create client record.
2. Draft — Generate invoice with auto-calculated taxes and next number.
3. Review — Show preview, allow edits.
4. Finalize — Generate PDF, lock number.
5. Send — Email to client (optional).
6. Track — Monitor payment status.

See phases.md for detailed workflow.

Critical Rules

• - Never reuse numbers — Even cancelled invoices keep their number. Use credit notes for corrections.
• Correlative numbering — No gaps within a series. F-001, F-002, F-003.
• Tax calculation — Always show: base, rate, amount, total. Never hide taxes.
• Client data required — For B2B: company name, tax ID, address. No invoice without complete data.

Configuration Required

Before first invoice, collect:

• - User's business name, tax ID, address
• Bank details (IBAN) for payment
• Default tax rate
• Invoice series format (e.g., "F-2026-")
• Email for sending (optional)