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invoice-template

by @claude-office-skillsv
4.3(20)

構造化データから専門的なPDF請求書を自動生成し、企業ブランドのカスタマイズ、明細リスト、税金計算、支払い情報をサポートします。

invoicetemplatefinanceautomationaccountingGitHub
インストール方法
npx skills add claude-office-skills/skills --skill invoice-template
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Before / After 効果比較

1 组
使用前

WordやExcelを手動で使用して請求書を作成する場合、会社情報、明細、税金を項目ごとに記入する必要があり、書式調整に時間がかかります。1枚の請求書に20分かかり、計算ミスや書式の不統一が発生しやすいです。

使用後

構造化データを提供し、統一された形式のPDF請求書を自動生成します。ブランドテンプレートと自動税金計算をサポートし、2分でプロフェッショナルな請求書を完成させ、書式の一貫性と計算の正確性を保証します。

SKILL.md

invoice-template

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

Weekly Installs263Repositoryclaude-office-s…s/skillsGitHub Stars26First SeenMar 9, 2026Security AuditsGen Agent Trust HubPassSocketPassSnykPassInstalled onclaude-code221opencode109github-copilot108kimi-cli106amp106cline106

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統計データ

インストール数1.8K
評価4.3 / 5.0
バージョン
更新日2026年5月21日
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4.3(20)
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対応プラットフォーム

🔧Claude Code

タイムライン

作成2026年3月26日
最終更新2026年5月21日