Agentic Invoice Skill

A CompleteTech LLC Codex skill for creating invoice drafts and billing documents for agentic development engagements.

About

Part of the CompleteTech LLC agentic services skill library. This skill drafts billing documents tied to verified contracts, scopes, milestones, payment terms, credits, refunds, and support events.

OpenClaw / ClawHub Metadata

• Skill key: agentic-invoice-skill
• Version-ready metadata: 1.0.10
• Homepage: https://github.com/CompleteTech-LLC/agentic-invoice-skill
• README: https://github.com/CompleteTech-LLC/agentic-invoice-skill#readme
• Runtime binaries: python3
• Python packages: reportlab==4.5.1, pyyaml==6.0.3 (optional PNG preview: pypdfium2==5.8.0, pillow==12.2.0)
• Intended registry/discovery tags: latest, complete-tech, codex-skill, agentic-development, agentic-workflows, invoice, billing, payments, pdf, pdf-generator
• License: repository code, templates, and documentation use MIT; published by CompleteTech on ClawHub.
• Brand assets: CompleteTech LLC names, logos, seals, and brand assets are reserved; see BRAND_ASSETS.md.

Workflow Diagram

Source: assets/diagrams/workflow.mmd.

flowchart LR
  A[Billing event] --> B[Contract, SOW, or milestone evidence]
  B --> C[Invoice type selection]
  C --> D[Line items, terms, taxes, and credits]
  D --> E{Payment facts verified?}
  E -->|No| F[Draft with TBDs]
  E -->|Yes| G[Invoice, receipt, credit, or refund document]
  classDef source fill:#eef6ff,stroke:#3778c2,color:#102a43;
  classDef gate fill:#fff7e6,stroke:#c97a12,color:#3d2600;
  classDef output fill:#eefaf0,stroke:#2f8f46,color:#12351d;
  class A,B,C,D source;
  class E gate;
  class F,G output;

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What It Does

Capability	Details
Invoice selection	Selects the right invoice by billing event.
Document drafting	Drafts invoices, pro formas, deposits, milestone invoices, change-order invoices, retainers, pass-through invoices, credit memos, refund memos, receipts, and closeout billing.
Service alignment	Keeps line items aligned with practical agentic development work: workflow discovery, pilot implementation, evaluation, approval gates, monitoring, documentation, handoff, support, and expansion.
Lifecycle support	Includes a near-exhaustive invoice catalog for the full billing lifecycle.

Contents

• SKILL.md - operating instructions and invoice-selection guide.
• references/invoice-catalog.md - 36 reusable invoice and billing-document templates.
• references/use-case-decision-table.md - quick guide for choosing the right invoice.
• references/invoice-lifecycle.md - end-to-end billing workflow and approval gates.
• references/invoice-positioning.md - CompleteTech LLC invoice language and guardrails.
• scripts/render_invoice.py - deterministic template listing and rendering helper.
• scripts/render_pdf.py - invoice-scoped branded billing PDF generator (Markdown -> PDF + optional PNG preview).
• requirements.txt - Python dependencies for branded PDF rendering.

Quick Start

python3 scripts/render_invoice.py --list
python3 scripts/render_invoice.py \
  --template pilot-deposit-invoice \
  --var invoice_number=INV-1001 \
  --var issue_date=2026-05-24 \
  --var due_date=2026-06-08 \
  --var contract_id=ADSA-DEMO-0001 \
  --var workflow="support triage" \
  --var amount_due="USD 6,000"

Rendered templates are drafts. Replace placeholders with verified client, contract, tax, payment, and accounting details before use.

Example

Example files: Markdown · PDF · DOCX.

Milestone invoice: Northwind Trading Co. — prototype milestone

• Bills the accepted prototype milestone under ADSA-2026-0142 with a deposit credit applied.
• Line items, subtotal, and total due (USD 9,520.00) on a branded one-page invoice.
• Net 15 terms; rendered with --no-cover for a proper single-document invoice.
• Demonstration artifact — never invents bank, tax ID, or PO numbers.

Generate it in one command (branded billing PDF + Markdown):

pip install -r requirements.txt
python3 scripts/render_invoice.py --template milestone-invoice \
  --out assets/examples/example.pdf --png assets/examples/example.png \
  --markdown-out assets/examples/example.md \
  --logo assets/logo.png --no-cover --title "Invoice INV-2026-0461" --doc-type "MILESTONE INVOICE" \
  --meta "INVOICE NO.=INV-2026-0461" --meta "DUE=2026-06-23"

The committed example.{md,pdf,png} use curated, realistic demonstration data for the Northwind Trading Co. support-triage pilot; pass --var key=value to fill template placeholders with your own facts.

Brand Notes

Use clear, specific, auditable line items. Separate professional services, pass-through costs, expenses, taxes, credits, and late fees. Do not invent tax IDs, banking details, tax rates, purchase orders, contract terms, or legal/accounting conclusions.

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.

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.

License

Code, templates, and documentation are licensed under the MIT License. CompleteTech LLC names, logos, seals, and brand assets are reserved and are not licensed for reuse except to identify this project. See LICENSE and BRAND_ASSETS.md.