← All skills & workflows

finance

invoice-description

Converts completed work items into invoice line-item descriptions for QuickBooks or Xero.

Transform completed work into clear, professional invoice line items that clients understand and approve without questions.

Difficulty

beginner

Input

data

Output

spreadsheet

Needs

none

Used by

Finance Manager

What it needs

• source (Raw work items) — Task list, time log, or work summary
• offerings — loaded from your vault context
• profile — loaded from your vault context
• source (Review route) — Existing draft line items to review
• source (Summary route) — Work items and period for billing summary

What you get

• invoice (markdown)
• revised-invoice (markdown)

Ask it like this

• Convert these task items into invoice line descriptions
• Write professional invoice descriptions for this week's work
• Turn my time log into client-ready billing summaries