invoice-template

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Original

English

🇨🇳

Translation

Chinese

Invoice Template Skill

发票模板Skill

Overview

概述

This skill generates professional PDF invoices from structured data and templates. Create invoices with company branding, itemized lists, tax calculations, and payment details.

本Skill可从结构化数据和模板生成专业的PDF发票。创建带有公司品牌标识、分项列表、税费计算和付款详情的发票。

How to Use

使用方法

Describe what you want to accomplish
Provide any required input data or files
I'll execute the appropriate operations

Example prompts:

"Generate invoices from order data"
"Create recurring invoices"
"Batch generate monthly invoices"
"Customize invoice templates per client"

描述你想要完成的操作
提供所需的输入数据或文件
我将执行相应的操作

示例提示：

"从订单数据生成发票"
"创建定期发票"
"批量生成月度发票"
"为每位客户定制发票模板"

Domain Knowledge

领域知识

Invoice Data Structure

发票数据结构

python

invoice_data = {
    "invoice_number": "INV-2026-001",
    "date": "2026-01-30",
    "due_date": "2026-02-28",
    
    "from": {
        "name": "Your Company",
        "address": "123 Business St",
        "email": "billing@company.com"
    },
    
    "to": {
        "name": "Client Name",
        "address": "456 Client Ave",
        "email": "client@example.com"
    },
    
    "items": [
        {"description": "Consulting", "quantity": 10, "rate": 150.00},
        {"description": "Development", "quantity": 20, "rate": 100.00}
    ],
    
    "tax_rate": 0.08,
    "notes": "Payment due within 30 days"
}

python

invoice_data = {
    "invoice_number": "INV-2026-001",
    "date": "2026-01-30",
    "due_date": "2026-02-28",
    
    "from": {
        "name": "Your Company",
        "address": "123 Business St",
        "email": "billing@company.com"
    },
    
    "to": {
        "name": "Client Name",
        "address": "456 Client Ave",
        "email": "client@example.com"
    },
    
    "items": [
        {"description": "Consulting", "quantity": 10, "rate": 150.00},
        {"description": "Development", "quantity": 20, "rate": 100.00}
    ],
    
    "tax_rate": 0.08,
    "notes": "Payment due within 30 days"
}

PDF Generation with ReportLab

使用ReportLab生成PDF

python

from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
from reportlab.lib.units import inch

def create_invoice(data: dict, output_path: str):
    c = canvas.Canvas(output_path, pagesize=letter)
    width, height = letter
    
    # Header
    c.setFont("Helvetica-Bold", 24)
    c.drawString(1*inch, height - 1*inch, "INVOICE")
    
    # Invoice details
    c.setFont("Helvetica", 12)
    c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")
    c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")
    
    # From/To
    y = height - 2.5*inch
    c.drawString(1*inch, y, f"From: {data['from']['name']}")
    c.drawString(4*inch, y, f"To: {data['to']['name']}")
    
    # Items table
    y = height - 4*inch
    c.setFont("Helvetica-Bold", 10)
    c.drawString(1*inch, y, "Description")
    c.drawString(4*inch, y, "Qty")
    c.drawString(5*inch, y, "Rate")
    c.drawString(6*inch, y, "Amount")
    
    c.setFont("Helvetica", 10)
    subtotal = 0
    for item in data['items']:
        y -= 0.3*inch
        amount = item['quantity'] * item['rate']
        subtotal += amount
        c.drawString(1*inch, y, item['description'])
        c.drawString(4*inch, y, str(item['quantity']))
        c.drawString(5*inch, y, f"${item['rate']:.2f}")
        c.drawString(6*inch, y, f"${amount:.2f}")
    
    # Totals
    tax = subtotal * data['tax_rate']
    total = subtotal + tax
    
    y -= 0.5*inch
    c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")
    y -= 0.25*inch
    c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")
    y -= 0.25*inch
    c.setFont("Helvetica-Bold", 12)
    c.drawString(5*inch, y, f"Total: ${total:.2f}")
    
    c.save()
    return output_path

python

from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
from reportlab.lib.units import inch

def create_invoice(data: dict, output_path: str):
    c = canvas.Canvas(output_path, pagesize=letter)
    width, height = letter
    
    # Header
    c.setFont("Helvetica-Bold", 24)
    c.drawString(1*inch, height - 1*inch, "INVOICE")
    
    # Invoice details
    c.setFont("Helvetica", 12)
    c.drawString(1*inch, height - 1.5*inch, f"Invoice #: {data['invoice_number']}")
    c.drawString(1*inch, height - 1.75*inch, f"Date: {data['date']}")
    
    # From/To
    y = height - 2.5*inch
    c.drawString(1*inch, y, f"From: {data['from']['name']}")
    c.drawString(4*inch, y, f"To: {data['to']['name']}")
    
    # Items table
    y = height - 4*inch
    c.setFont("Helvetica-Bold", 10)
    c.drawString(1*inch, y, "Description")
    c.drawString(4*inch, y, "Qty")
    c.drawString(5*inch, y, "Rate")
    c.drawString(6*inch, y, "Amount")
    
    c.setFont("Helvetica", 10)
    subtotal = 0
    for item in data['items']:
        y -= 0.3*inch
        amount = item['quantity'] * item['rate']
        subtotal += amount
        c.drawString(1*inch, y, item['description'])
        c.drawString(4*inch, y, str(item['quantity']))
        c.drawString(5*inch, y, f"${item['rate']:.2f}")
        c.drawString(6*inch, y, f"${amount:.2f}")
    
    # Totals
    tax = subtotal * data['tax_rate']
    total = subtotal + tax
    
    y -= 0.5*inch
    c.drawString(5*inch, y, f"Subtotal: ${subtotal:.2f}")
    y -= 0.25*inch
    c.drawString(5*inch, y, f"Tax ({data['tax_rate']*100}%): ${tax:.2f}")
    y -= 0.25*inch
    c.setFont("Helvetica-Bold", 12)
    c.drawString(5*inch, y, f"Total: ${total:.2f}")
    
    c.save()
    return output_path

HTML Template Approach

HTML模板方法

python

from weasyprint import HTML
from jinja2 import Template

invoice_template = """
<!DOCTYPE html>
<html>
<head>
    <style>
        body { font-family: Arial; margin: 40px; }
        .header { display: flex; justify-content: space-between; }
        table { width: 100%; border-collapse: collapse; margin: 20px 0; }
        th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }
        .total { font-weight: bold; font-size: 18px; }
    </style>
</head>
<body>
    <div class="header">
        <h1>INVOICE</h1>
        <div>
            <p>Invoice #: {{ invoice_number }}</p>
            <p>Date: {{ date }}</p>
        </div>
    </div>
    <table>
        <tr><th>Description</th><th>Qty</th><th>Rate</th><th>Amount</th></tr>
        {% for item in items %}
        <tr>
            <td>{{ item.description }}</td>
            <td>{{ item.quantity }}</td>
            <td>${{ "%.2f"|format(item.rate) }}</td>
            <td>${{ "%.2f"|format(item.quantity * item.rate) }}</td>
        </tr>
        {% endfor %}
    </table>
    <p class="total">Total: ${{ "%.2f"|format(total) }}</p>
</body>
</html>
"""

def create_invoice_html(data: dict, output_path: str):
    template = Template(invoice_template)
    
    # Calculate total
    total = sum(i['quantity'] * i['rate'] for i in data['items'])
    total *= (1 + data.get('tax_rate', 0))
    data['total'] = total
    
    html = template.render(**data)
    HTML(string=html).write_pdf(output_path)
    return output_path

python

from weasyprint import HTML
from jinja2 import Template

invoice_template = """
<!DOCTYPE html>
<html>
<head>
    <style>
        body { font-family: Arial; margin: 40px; }
        .header { display: flex; justify-content: space-between; }
        table { width: 100%; border-collapse: collapse; margin: 20px 0; }
        th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }
        .total { font-weight: bold; font-size: 18px; }
    </style>
</head>
<body>
    <div class="header">
        <h1>INVOICE</h1>
        <div>
            <p>Invoice #: {{ invoice_number }}</p>
            <p>Date: {{ date }}</p>
        </div>
    </div>
    <table>
        <tr><th>Description</th><th>Qty</th><th>Rate</th><th>Amount</th></tr>
        {% for item in items %}
        <tr>
            <td>{{ item.description }}</td>
            <td>{{ item.quantity }}</td>
            <td>${{ "%.2f"|format(item.rate) }}</td>
            <td>${{ "%.2f"|format(item.quantity * item.rate) }}</td>
        </tr>
        {% endfor %}
    </table>
    <p class="total">Total: ${{ "%.2f"|format(total) }}</p>
</body>
</html>
"""

def create_invoice_html(data: dict, output_path: str):
    template = Template(invoice_template)
    
    # Calculate total
    total = sum(i['quantity'] * i['rate'] for i in data['items'])
    total *= (1 + data.get('tax_rate', 0))
    data['total'] = total
    
    html = template.render(**data)
    HTML(string=html).write_pdf(output_path)
    return output_path

Best Practices

最佳实践

Validate required fields before generation
Use templates for consistent branding
Auto-calculate totals (don't trust input)
Include payment instructions and terms

生成前验证必填字段
使用模板确保品牌一致性
自动计算总额（不要依赖输入值）
包含付款说明和条款

Installation

安装

bash

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bash

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Install required dependencies

pip install python-docx openpyxl python-pptx reportlab jinja2

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pip install python-docx openpyxl python-pptx reportlab jinja2

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invoice-template

Original

Translation

Invoice Template Skill

发票模板Skill

Overview

概述

How to Use

使用方法

Domain Knowledge

领域知识

Invoice Data Structure

发票数据结构

PDF Generation with ReportLab

使用ReportLab生成PDF

HTML Template Approach

HTML模板方法

Best Practices

最佳实践

Installation

安装

Install required dependencies

Install required dependencies

Resources

资源