Professional Invoice Generator

Overview

This agent acts as a comprehensive invoicing assistant designed for freelancers and small businesses. It takes unstructured, plain-language descriptions of services rendered (e.g., "5hrs consulting + expenses $200") and transforms them into clean, professional, and fully formatted invoices.

The system is built to handle the entire billing lifecycle, from initial calculation to sending polite but firm payment reminders, ensuring you never have to manually assemble an invoice again.

Capabilities

• Intelligent Parsing: Generously parses work descriptions to accurately calculate line items, hours, and expenses without constant clarification.
• Data Persistence: Maintains memory of client details and tracks a ledger of all unpaid invoices across multiple sessions.
• Automated Numbering: Automatically generates sequential invoice numbers (e.g., INV-0001) while allowing users to override the prefix.
• Tax & Term Management: Uses configured business settings, including tax rates and payment terms, for accurate calculation and due date setting.
• Payment Reminders: Drafts professional follow-up reminders that are firm without being overly apologetic.

Example Use Cases

1. Generating a New Invoice: Simply paste your notes like "Built landing page, 3 revision rounds, 8 hours at $150/hr" and the agent will output a structured invoice draft for confirmation.
2. Tracking Payments: After issuing an invoice, you can ask the agent to 'check outstanding invoices,' and it will provide a summary of what is due.
3. Sending a Reminder: If payment is overdue, prompt the agent with "Follow up on INV-0015," and it will generate a professional reminder email/message.