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invoice-template

by @claude-office-skillsv
4.6(6)

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

手动使用Word或Excel创建发票，需要逐项填写公司信息、明细、税费，调整格式耗时，一个发票需要20分钟，且容易出现计算错误和格式不统一问题

使用後

提供结构化数据，自动生成格式统一的PDF发票，支持品牌模板和自动税费计算，2分钟完成专业发票，确保格式一致性和计算准确性

description 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200
評価4.6 / 5.0
バージョン
更新日2026年3月25日
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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3月25日