Invoice
Manual invoice generation without CRMFrom its SKILL.md
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SKILL.md
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Invoice Generator
Generate professional invoices for WeLabelData Inc.
Overview
Two ways to generate invoices:
1. Invoice Generator Agent (RECOMMENDED)
Full automation with CRM integration:
- Loads deal data from CRM
- Auto-fills client/contact info
- Updates deal stage to 'invoiced'
- Logs activities
- Sends Telegram notifications
- Human review before sending
See: /invoice-generator-agent skill
2. Direct Script (Manual)
Low-level script for direct use without CRM integration.
This skill generates invoices in HTML and PDF formats with:
- WeLabelData company branding
- Client information (pre-configured or custom)
- International wire transfer details (for non-US clients)
- Auto-incrementing invoice numbers
Script Location
$SCRIPTS_PATH/generate_invoice.py
Usage
Basic Usage
cd $PROJECT_ROOT
python3 scripts/generate_invoice.py --client "ClientName" --amount 1000
Known Clients (Auto-fill)
These clients have pre-configured contact info:
| Key | Company | Contact | Location |
|---|---|---|---|
clienta | Client A BV | John Doe | Netherlands |
clientb | Client B Analytics | Jane Smith | USA |
clientc | Client C sp. z o.o. | Alice Johnson | Poland |
clientd | Client D Inc. | Bob | Japan |
cliente | Client E Tech | Charlie Brown | Sweden |
Examples
# Invoice for known client
python3 scripts/generate_invoice.py --client clienta --amount 707 --description "Video annotation services"
# Invoice for new client
python3 scripts/generate_invoice.py --client "New Company" --amount 500 --contact "John Doe" --email "[email protected]"
# Custom invoice number and date
python3 scripts/generate_invoice.py --client clientb --amount 3492 --number 100 --date "2/15/26"
# HTML only (no PDF)
python3 scripts/generate_invoice.py --client clienta --amount 707 --no-pdf
Options
| Flag | Description |
|---|---|
--client | Client name or key (required) |
--amount | Invoice amount in USD (required) |
--description | Service description (default: "Services") |
--contact | Contact name (overrides default) |
--email | Contact email (overrides default) |
--date | Invoice date in M/D/YY format |
--number | Invoice number (default: auto-increment) |
--output | Output file path (without extension) |
--no-pdf | Generate HTML only |
--no-bank | Exclude bank/wire details |
Output
Invoices are saved to:
$PROJECT_ROOT/docs/invoices/
Format: Invoice_{number}_WeLabelData_{ClientName}.pdf
Invoice Numbering
- Last invoice: tracked in
/docs/company/invoice_tracker.json - Auto-increments with each generation
- Override with
--numberflag
After Generation (Manual Script Only)
If using the direct script (not recommended), manually:
- Review the generated PDF
- Update deals.csv with invoice info:
invoice_date,invoice_number 2026-02-04,98 - Send to client via email/WhatsApp
- Track in CRM activities
NOTE: The Invoice Generator Agent does all of this automatically.
When to Use Which
| Use Case | Tool | Why |
|---|---|---|
| Invoice for existing deal in CRM | Agent | Auto CRM integration, activity logging |
| Quick one-off invoice | Script | Faster for non-CRM clients |
| Testing invoice layout | Script | No CRM side effects |
| Production workflow | Agent | Full automation + audit trail |
Related
/invoice-generator-agent- Automated agent with CRM integration (RECOMMENDED)- Company info:
/docs/company/yourcompany-company-info.md - Deals tracking:
/sales/crm/relationships/deals.csv - Bank details PDF:
/docs/company/originals/Wire-Details.pdf
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.