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Automate invoicing and reconciliation v1.0.0

Use this resource to automate invoice creation, sending and tracking

New

  • 417 downloads
  • 223 likes
  • 107 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install invoice-generation-reconciliation

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 prepares invoices from line items and customer data, applies an invoice template and sets up recurring billing. You get an invoice template and sending and reconciliation flows.

Mostly picked by

Updated November 2, 2026

Card for the “Automate invoicing and reconciliation” skill

Details

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

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What you get

  • SKILL.md : generation from line items and customer data
  • SKILL.md : standard invoice template and accounting integrations
  • SKILL.md : recurring billing and automated workflows

Good fit for

  • You bill recurring services by hand
  • You want payments matched to invoices without manual entry

Not for

    Tags

    • invoicing
    • invoices
    • reconciliation
    • recurring
    • accounting

    About

    You say

    “Generate this client's March invoice with two services and 30-day payment terms.”

    Card for the “Automate invoicing and reconciliation” skill

    Skill published by Claude Office Skills 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 automate invoice creation, sending and tracking
    3. Review and adjust the result

    Content preview

    Files

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

    Origin and licence

    Listed unmodified

    Author
    Claude Office Skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/invoice-automation
    Licence
    MIT

    Notice

    « Invoice Automation » (Claude Office Skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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