invoice

Invoice Generator

Generate professional invoices for WeLabelData Inc.

Overview

Two ways to generate invoices:

1. Invoice Generator Agent (RECOMMENDED)

Full automation with CRM integration:

• Loads deal data from CRM
• Auto-fills client/contact info
• Updates deal stage to 'invoiced'
• Logs activities
• Sends Telegram notifications
• Human review before sending

See: /invoice-generator-agent skill

2. Direct Script (Manual)

Low-level script for direct use without CRM integration.

This skill generates invoices in HTML and PDF formats with:

• WeLabelData company branding
• Client information (pre-configured or custom)
• International wire transfer details (for non-US clients)
• Auto-incrementing invoice numbers

Script Location

$SCRIPTS_PATH/generate_invoice.py

Usage

Basic Usage

cd $PROJECT_ROOT
python3 scripts/generate_invoice.py --client "ClientName" --amount 1000

Known Clients (Auto-fill)

These clients have pre-configured contact info:

Key	Company	Contact	Location
clienta	Client A BV	John Doe	Netherlands
clientb	Client B Analytics	Jane Smith	USA
clientc	Client C sp. z o.o.	Alice Johnson	Poland
clientd	Client D Inc.	Bob	Japan
cliente	Client E Tech	Charlie Brown	Sweden

Examples

# Invoice for known client
python3 scripts/generate_invoice.py --client clienta --amount 707 --description "Video annotation services"

# Invoice for new client
python3 scripts/generate_invoice.py --client "New Company" --amount 500 --contact "John Doe" --email "[email protected]"

# Custom invoice number and date
python3 scripts/generate_invoice.py --client clientb --amount 3492 --number 100 --date "2/15/26"

# HTML only (no PDF)
python3 scripts/generate_invoice.py --client clienta --amount 707 --no-pdf

Options

Flag	Description
--client	Client name or key (required)
--amount	Invoice amount in USD (required)
--description	Service description (default: "Services")
--contact	Contact name (overrides default)
--email	Contact email (overrides default)
--date	Invoice date in M/D/YY format
--number	Invoice number (default: auto-increment)
--output	Output file path (without extension)
--no-pdf	Generate HTML only
--no-bank	Exclude bank/wire details

Output

Invoices are saved to:

$PROJECT_ROOT/docs/invoices/

Format: Invoice_{number}_WeLabelData_{ClientName}.pdf

Invoice Numbering

• Last invoice: tracked in /docs/company/invoice_tracker.json
• Auto-increments with each generation
• Override with --number flag

After Generation (Manual Script Only)

If using the direct script (not recommended), manually:

1. Review the generated PDF
2. Update deals.csv with invoice info:

   invoice_date,invoice_number
   2026-02-04,98
   

3. Send to client via email/WhatsApp
4. Track in CRM activities

NOTE: The Invoice Generator Agent does all of this automatically.

When to Use Which

Use Case	Tool	Why
Invoice for existing deal in CRM	Agent	Auto CRM integration, activity logging
Quick one-off invoice	Script	Faster for non-CRM clients
Testing invoice layout	Script	No CRM side effects
Production workflow	Agent	Full automation + audit trail

Related

• /invoice-generator-agent - Automated agent with CRM integration (RECOMMENDED)
• Company info: /docs/company/yourcompany-company-info.md
• Deals tracking: /sales/crm/relationships/deals.csv
• Bank details PDF: /docs/company/originals/Wire-Details.pdf