invoice-generator

Skill: Invoice Generator

Creates professional invoices with correct TVA treatment, legal mentions, and auto-numbering. French legal requirements enforced by default.

STEP 0 — VAT STATUS CHECK (mandatory, changes everything)

READ data/2-Domaines/business-profile.json → extract: vat_registered, tax_number, regime

Regime	TVA rule	Required invoice mention
Micro-entrepreneur (non VAT)	TVA = 0%	"TVA non applicable, art. 293 B du CGI"
VAT-registered (any regime)	TVA = 20% (default), apply reduced rates if applicable	TVA number (FRXX XXX XXX XXX) on every invoice

If business-profile.json missing or VAT status unset:

"Before I create this invoice, I need to know your VAT status. Are you a micro-entrepreneur (non assujetti TVA) or VAT-registered? This determines the legal structure of the invoice."

Never assume. Never default to 20% without confirmation.

STEP 1 — READ CLIENT DATA

READ data/1-Projets/clients/[client-slug].md → extract: company, contact, email, address

If client file exists: use it. Do not ask the user to re-enter contact details. If client file missing: ask for details AND offer to create the client card.

Report: "Reading DesignCo client card... Contact: [name], Email: [email], Address: [address]. Correct?"

STEP 2 — INVOICE NUMBERING

Scan data/1-Projets/invoices/ for highest existing number in YYYY. Next number = INV-YYYY-NNN (zero-padded, e.g. INV-2026-007). If no invoices exist: start at INV-[current year]-001.

STEP 3 — LINE ITEMS

Ask: "What are you invoicing for?"

• Hourly: task name + hours + rate per task
• Project/milestone: deliverable name + agreed price
• Retainer: use agreed monthly fee from client card

Calculate:

• Subtotal = sum of line items
• TVA = based on Step 0 (0% or applicable rate)
• Total TTC = Subtotal + TVA

STEP 4 — PAYMENT TERMS

Default: Net 30. Options: À réception, Net 15, Net 30, Net 45, Net 60. Due date = issue date + payment terms.

STEP 5 — GENERATE INVOICE WITH LEGAL MENTIONS

# FACTURE — [INV-NUMBER]

**Émetteur**
[Your name / company name]
[Address]
[SIRET: XXXXXXXXXXXXXXXXX]
[TVA intracommunautaire: FRXX XXX XXX XXX — only if VAT-registered]

**Client**
[Company name]
[Contact name]
[Address]

**Date d'émission**: [Date]
**Date d'échéance**: [Due date]

---

## Détail des prestations

| Désignation | Qté | PU HT | Montant HT |
|-------------|-----|-------|-----------|
| [Line item 1] | | | |
| [Line item 2] | | | |

**Sous-total HT**: [X]
**TVA (20%)**: [X]  ← OR: "TVA non applicable, art. 293 B du CGI" if micro
**TOTAL TTC**: [X]

---

## Modalités de paiement

Paiement par virement bancaire sous [N] jours.
IBAN: [IBAN from business profile]

**Pénalités de retard**: En cas de retard de paiement, des pénalités de retard
au taux de [3× taux légal en vigueur] seront appliquées, ainsi qu'une indemnité
forfaitaire pour frais de recouvrement de 40 €.
(Art. L.441-10 et L.441-6 du Code de commerce)

[If VAT-registered]: TVA acquittée sur les débits.

Mandatory legal mentions for French invoices:

• SIRET number
• Penalties for late payment (taux BCE + 10 points OR 3× taux légal)
• Indemnité forfaitaire 40€ for B2B invoices
• TVA mention (either rate or "non applicable art. 293 B")
• Payment method and IBAN

TEAM MODE — Revenue Split

After calculating totals, check team.json:

READ data/2-Domaines/team.json → mode, revenue_split, members

If mode = duo or team AND revenue_split is defined:

Invoice total: €[X]

Revenue split for this invoice:
  [Member 1]: €[X × share_1] ([N]%)
  [Member 2]: €[X × share_2] ([N]%)

Apply this split? [Yes / Custom split for this invoice / Skip]

If confirmed, write to invoice file:

**Revenue split**: [Member 1] €[X] · [Member 2] €[X]

This feeds financial-health per-member breakdown.

STEP 6 — SAVE AND CONFIRM

Save as data/1-Projets/invoices/INV-YYYY-NNN.md Set status: Draft

Ask: "Ready to mark as Sent? I can also update the client card with this invoice amount."

If marked Sent: update client card revenue summary.

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Integration Points

• Feeds into: financial-health, invoice-reminder-agent
• Reads from: business-profile.json (VAT status, IBAN), client cards