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invoice-template▌

claude-office-skills/skills · updated Apr 8, 2026

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$npx skills add https://github.com/claude-office-skills/skills --skill invoice-template
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summary

This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.

skill.md

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

  1. Describe what you want to accomplish
  2. Provide any required input data or files
  3. 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": "[email protected]"
    },
    
    "to": {
        "name": "Client Name",
        "address": "456 Client Ave",
        "email": "[email protected]"
    },
    
    "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>

how to use invoice-template
How to use invoice-template on Cursor
AI-first code editor with Composer
1
Prerequisites
Before installing skills in Cursor, ensure your development environment meets these requirements:
  • ›Cursor installed and configured on your development machine
  • ›Node.js version 16.0+ with npm package manager (verify with node --version)
  • ›Active project directory or workspace where you want to add invoice-template
2
Execute installation command
Execute the skills CLI command in your project's root directory to begin installation:
$npx skills add https://github.com/claude-office-skills/skills --skill invoice-template
The skills CLI fetches invoice-template from GitHub repository claude-office-skills/skills and configures it for Cursor.
3
Select Cursor when prompted
The CLI will show a list of available agents. Use arrow keys to navigate and space to select Cursor:
◆ Which agents do you want to install to?
│
│ ── Universal (.agents/skills) ── always included ────
│   • Amp
│   • Antigravity
│   • Cline
│   • Codex
│ ●Cursor(selected)
│   • Cursor
│   • Windsurf
4
Verify installation
Confirm successful installation by checking the skill directory location:
.cursor/skills/invoice-template
Reload or restart Cursor to activate invoice-template. Access the skill through slash commands (e.g., /invoice-template) or your agent's skill management interface.
⚠
Security & Verification Notice
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your development environment. Always verify the publisher's identity, review recent commits, and test in isolated environments before production deployment.
Additional Resources
›View source code on GitHub›Skills CLI documentation›Learn more about Cursor›What are agent skills?

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Use Cases▌

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

✓

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

✓

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

✓

Make data-driven prioritization decisions faster

Stakeholder Communication

Draft PRDs, status updates, and stakeholder presentations

Example

Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement

✓

Save 3-5 hours/week on communication overhead

Implementation Guide▌

Prerequisites

  • ›Claude Desktop or compatible AI client
  • ›Access to product documentation and roadmap tools (Jira, Notion, etc.)
  • ›Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
  • ›Stakeholder contact information and communication channels

Time Estimate

30-60 minutes to see productivity improvements

Installation Steps

  1. 1.Install product management skill
  2. 2.Start with user story generation for known feature
  3. 3.Progress to competitive analysis: research 2-3 competitors
  4. 4.Use for roadmap prioritization: apply RICE/ICE scoring
  5. 5.Draft stakeholder communications and refine based on feedback
  6. 6.Build template library for recurring PM tasks
  7. 7.Share effective prompts with product team

Common Pitfalls

  • ⚠Not validating competitive research—verify facts before sharing
  • ⚠Accepting user stories without involving engineering team
  • ⚠Over-relying on frameworks without qualitative judgment
  • ⚠Not customizing outputs to company culture and communication style
  • ⚠Skipping stakeholder validation of generated requirements

Best Practices▌

✓ Do

  • +Validate research and competitive analysis with real data
  • +Collaborate with engineering when generating technical requirements
  • +Customize frameworks and templates to your company context
  • +Use skill for first drafts, refine with stakeholder input
  • +Document successful prompt patterns for PM tasks
  • +Combine AI efficiency with human judgment and intuition

✗ Don't

  • −Don't publish competitive analysis without fact-checking
  • −Don't finalize user stories without engineering review
  • −Don't make prioritization decisions solely on AI scoring
  • −Don't skip customer validation of generated requirements
  • −Don't ignore company-specific context and culture

💡 Pro Tips

  • ★Provide context: company goals, constraints, customer feedback
  • ★Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
  • ★Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
  • ★Use skill for 70% generation + 30% customization to company needs

When to Use This▌

✓ Use When

Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.

✗ Avoid When

Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.

Learning Path▌

  1. 1Basic: user stories, feature specs, status updates
  2. 2Intermediate: competitive analysis, prioritization frameworks, PRDs
  3. 3Advanced: product strategy, go-to-market planning, OKR setting
  4. 4Expert: product vision, market positioning, business model innovation

Discussion

Product Hunt–style comments (not star reviews)
  • No comments yet — start the thread.
general reviews

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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