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CRM-linked invoice generation v1.0.0

Use this resource to generate an invoice from a delivered CRM deal

New

  • 401 downloads
  • 103 likes
  • 239 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install invoice-generation-crm-run

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent finds the deal or client, generates the invoice, then prepares the email send if needed, after human approval. You get an invoice tied to the CRM and a rollback path if the send needs correcting.

Mostly picked by

Updated November 2, 2026

Card for the “CRM-linked invoice generation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : run by deal, by client or in interactive mode
  • SKILL.md : human approval, rollback and client matching

Good fit for

  • A deal is delivered and the invoice has not gone out yet
  • You bill several clients from the same CRM

Not for

    Tags

    • invoice
    • CRM
    • approval

    About

    You say

    “Generate the invoice for this client's delivered deal.”

    Card for the “CRM-linked invoice generation” skill

    Skill published by aaaaqwq under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to generate an invoice from a delivered CRM deal
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md7.7 KB

    Origin and licence

    Listed unmodified

    Author
    aaaaqwq
    Source
    github.com/aaaaqwq/agi-super-team/tree/4c7b20bc52ad8d4a89fa3f5185abc455ef9248de/skills/invoice-generator-agent
    Licence
    MIT

    Notice

    « invoice-generator-agent » (aaaaqwq, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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