Create Invoice

Step 1: Check User Settings

Call get_user_settings to retrieve:

• Default hourly rate (used if no rate specified)
• Invoice prefix and numbering
• Tax percentage
• Business contact info (auto-populated on invoice)
• Payment terms

Present a brief summary: "Your default rate is $X/hr, tax is Y%, payment terms are Net Z."

Step 2: Find or Confirm the Client

If the user provided a client name:

1. Call search_businesses with the client name to check for existing records.
2. If an exact match is found, confirm: "I found [Client Name] in your records. Creating invoice for them."
3. If multiple matches are found, present options and ask the user to choose.
4. If no match is found, ask: "I don't have a record for [name]. Would you like me to create a new client, or did you mean one of your existing clients?"

If the user wants a new client, use the manage-clients skill to create one first.

Step 3: Create the Invoice

Call create_invoice with:

{
  "businessName": "<client name>",
  "invoiceName": "<invoice title or 'INVOICE'>",
  "invoiceNotes": "<notes if provided>",
  "invoiceItemDescription": "<first line item description>",
  "invoiceItemQuantity": <quantity>,
  "invoiceItemRate": <rate if specified>
}

The system will:

• Auto-generate an invoice number (e.g., INV000042)
• Set the date to today
• Set status to DRAFT
• Auto-populate sender info from settings
• Match and link the client business record

Step 4: Add Additional Line Items

If the user has multiple line items, add each with create_invoice_item:

{
  "invoiceId": "<invoice ID from step 3>",
  "invoiceItemDescription": "<description>",
  "invoiceItemQuantity": <quantity>,
  "invoiceItemRate": <rate>
}

Step 5: Confirm and Summarize

Present a summary of the created invoice:

Invoice Created Successfully!

Invoice #: INV000042
Client: Acme Corp
Date: February 17, 2026
Status: Draft

| Description          | Qty | Rate    | Amount    |
|----------------------|-----|---------|-----------|
| Website Development  | 40  | $150.00 | $6,000.00 |
| UI Design            | 10  | $125.00 | $1,250.00 |

Subtotal: $7,250.00
Tax (8%): $580.00
Total: $7,830.00

Payment Terms: Net 30 (Due: March 19, 2026)

Remind the user: "This invoice is in Draft status. You can review and send it from the Invoice My Clients app."

Error Handling

• If client matching returns a disambiguation list, present choices to the user.
• If invoice creation fails, check the error message and advise accordingly.
• If the invoice number has a collision (rare), the system auto-retries up to 10 times.

Example Prompts

• "Create an invoice for Acme Corp for 40 hours of web development at $150/hr"
• "Invoice John Smith for logo design, 1 unit at $500"
• "Bill TechStart Inc for: 20hrs backend dev, 15hrs frontend dev, 5hrs code review"