Invoice Generator

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name: invoice-generator description: Generate professional invoices from project data — line items, tax calculation, payment terms, and formatted output. Supports freelance, agency, and SaaS billing. Tracks outstanding invoices and sends payment reminders. metadata: version: 1.0.0 author: TKDigital category: Business Operations tags: [invoice, billing, freelance, payment, accounting, business, finance]

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Invoice Generator

Create professional invoices from project data with automatic calculation, payment terms, and tracking.

What It Does

1. Invoice Creation — Generate formatted invoices from simple inputs 2. Auto-Calculation — Line items, subtotals, tax, discounts, totals 3. Payment Terms — Net 15/30/60, late fees, early payment discounts 4. Client Management — Remember client details for repeat invoicing 5. Outstanding Tracking — Track unpaid invoices, generate reminders 6. Multi-Currency — USD, EUR, GBP, and more

Usage

Create an Invoice

Create an invoice:
From: [Your business name]
To: [Client name, address]
Invoice #: [Number or auto-generate]
Date: [Today or specific date]
Due: [Net 30 / specific date]
Line items:
1. [Service] — [quantity] × $[rate] 
2. [Service] — [quantity] × $[rate]
3. [Service] — [quantity] × $[rate]
Tax: [rate]% or [none]
Discount: [amount or percentage] or [none]
Currency: USD
Payment method: [Bank transfer / PayPal / Stripe link]
Notes: [Any additional notes]

Quick Invoice from Project

Invoice for this project:
Client: [Name]
Project: [Description]
Hours worked: [X hours]
Rate: $[X]/hour
Expenses: [List any]
Payment: Net 30
Generate the invoice with a professional layout.

Monthly Recurring Invoice

Generate this month's recurring invoices:
Client A: $2,500/mo retainer (content services)
Client B: $1,500/mo retainer (social media management)
Client C: $500/mo (bot hosting + maintenance)
Include: invoice numbers (sequential), dates, payment terms, totals

Outstanding Invoice Report

Here are my issued invoices this month:
INV-001: Client A, $2,500, issued April 1, due April 30
INV-002: Client B, $1,500, issued April 1, due April 15
INV-003: Client C, $800, issued April 5, due May 5
Which are overdue? Draft payment reminder emails for any past due.

Output Format

═══════════════════════════════════════════
                  INVOICE
═══════════════════════════════════════════
From: [Your Business]             Invoice #: [INV-XXX]
[Your Address]                    Date: [YYYY-MM-DD]
[Your Email]                      Due: [YYYY-MM-DD]
                                  Terms: [Net 30]
Bill To:
[Client Name]
[Client Address]
[Client Email]
───────────────────────────────────────────
Description              Qty    Rate    Amount
───────────────────────────────────────────
[Service 1]               [X]   $[X]    $[X.XX]
[Service 2]               [X]   $[X]    $[X.XX]
[Service 3]               [X]   $[X]    $[X.XX]
───────────────────────────────────────────
                          Subtotal:     $[X.XX]
                          Tax ([X]%):   $[X.XX]
                          Discount:    -$[X.XX]
                          ─────────────────
                          TOTAL:        $[X.XX]
═══════════════════════════════════════════
Payment Methods:
[Bank details / PayPal / Stripe link]
Notes:
[Additional terms or thank you message]
Late Payment: [X]% monthly interest after due date

Best Practices

Keep invoice numbers sequential (INV-001, INV-002...)

Include clear payment instructions

Send invoices within 24 hours of project completion

Follow up on overdue invoices at 1, 7, and 14 days past due

Pair with a cost tracking system for profit calculations

References

references/payment-terms.md — Standard payment terms explained

references/reminder-templates.md — Follow-up email templates for overdue invoices

Create an Invoice

Create an invoice:
From: [Your business name]
To: [Client name, address]
Invoice #: [Number or auto-generate]
Date: [Today or specific date]
Due: [Net 30 / specific date]
Line items:
1. [Service] — [quantity] × $[rate] 
2. [Service] — [quantity] × $[rate]
3. [Service] — [quantity] × $[rate]
Tax: [rate]% or [none]
Discount: [amount or percentage] or [none]
Currency: USD
Payment method: [Bank transfer / PayPal / Stripe link]
Notes: [Any additional notes]

Quick Invoice from Project

Invoice for this project:
Client: [Name]
Project: [Description]
Hours worked: [X hours]
Rate: $[X]/hour
Expenses: [List any]
Payment: Net 30
Generate the invoice with a professional layout.

Monthly Recurring Invoice

Generate this month's recurring invoices:
Client A: $2,500/mo retainer (content services)
Client B: $1,500/mo retainer (social media management)
Client C: $500/mo (bot hosting + maintenance)
Include: invoice numbers (sequential), dates, payment terms, totals

Outstanding Invoice Report

Here are my issued invoices this month:
INV-001: Client A, $2,500, issued April 1, due April 30
INV-002: Client B, $1,500, issued April 1, due April 15
INV-003: Client C, $800, issued April 5, due May 5
Which are overdue? Draft payment reminder emails for any past due.

Keep invoice numbers sequential (INV-001, INV-002...)

Include clear payment instructions

Send invoices within 24 hours of project completion

Follow up on overdue invoices at 1, 7, and 14 days past due

Pair with a cost tracking system for profit calculations