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invoice-organizer

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Original

English
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Translation

Chinese
<!-- Adapted from: awesome-claude-skills/invoice-organizer -->
<!-- Adapted from: awesome-claude-skills/invoice-organizer -->

Invoice Organizer Guide

发票整理指南

Automatically organize invoices and receipts for tax preparation and bookkeeping.
自动整理发票和收据，助力税务准备与簿记工作。

When to Use

适用场景

  • Preparing for tax season
  • Managing business expenses
  • Organizing messy receipt folders
  • Setting up invoice filing systems
  • Archiving financial records
  • Preparing documentation for accountants
  • 税务季准备工作
  • 管理企业开支
  • 整理杂乱的收据文件夹
  • 搭建发票归档系统
  • 归档财务记录
  • 为会计师准备相关文件

Workflow

工作流程

  1. Scan - Identify all invoice files
  2. Extract - Read key information from each
  3. Rename - Apply consistent naming format
  4. Organize - Sort into logical folders
  5. Report - Generate CSV summary
  1. 扫描 - 识别所有发票文件
  2. 提取 - 读取每份文件中的关键信息
  3. 重命名 - 应用统一的命名格式
  4. 整理 - 按逻辑分类到对应文件夹
  5. 报告 - 生成CSV汇总报告

Information Extraction

信息提取内容

From each invoice, extract:
  • Vendor/company name
  • Invoice number
  • Date
  • Amount
  • Product/service description
  • Payment method
从每份发票中提取以下信息：
  • 供应商/公司名称
  • 发票编号
  • 日期
  • 金额
  • 产品/服务描述
  • 支付方式

Naming Convention

命名规范

YYYY-MM-DD Vendor - Invoice - Description.ext
Examples:
  • 2024-03-15 Adobe - Invoice - Creative Cloud.pdf
  • 2024-01-10 Amazon - Receipt - Office Supplies.pdf
YYYY-MM-DD Vendor - Invoice - Description.ext
示例：
  • 2024-03-15 Adobe - Invoice - Creative Cloud.pdf
  • 2024-01-10 Amazon - Receipt - Office Supplies.pdf

Organization Patterns

整理模式

By Vendor

按供应商分类

Invoices/
├── Adobe/
├── Amazon/
├── Google/
└── Microsoft/
Invoices/
├── Adobe/
├── Amazon/
├── Google/
└── Microsoft/

By Year and Category (Tax-Friendly)

按年份和类别分类（便于税务处理）

Invoices/
├── 2024/
│   ├── Software/
│   ├── Hardware/
│   ├── Services/
│   └── Travel/
└── 2023/
Invoices/
├── 2024/
│   ├── Software/
│   ├── Hardware/
│   ├── Services/
│   └── Travel/
└── 2023/

By Quarter

按季度分类

Invoices/
├── 2024/
│   ├── Q1/
│   ├── Q2/
│   ├── Q3/
│   └── Q4/
Invoices/
├── 2024/
│   ├── Q1/
│   ├── Q2/
│   ├── Q3/
│   └── Q4/

By Tax Category

按税务类别分类

Invoices/
├── Deductible/
├── Partially-Deductible/
└── Personal/
Invoices/
├── Deductible/
├── Partially-Deductible/
└── Personal/

Commands

命令示例

bash
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bash
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Find all invoices

查找所有发票文件

find . -type f ( -name ".pdf" -o -name ".jpg" -o -name "*.png" ) -print
find . -type f ( -name ".pdf" -o -name ".jpg" -o -name "*.png" ) -print

Create folder structure

创建文件夹结构

mkdir -p "Invoices/2024/Software/Adobe"
mkdir -p "Invoices/2024/Software/Adobe"

Copy with new name (preserve original)

复制并重命名文件（保留原文件）

cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf"
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cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf"
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CSV Export Format

CSV导出格式

csv
Date,Vendor,Invoice Number,Description,Amount,Category,File Path
2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,path/to/file.pdf
Useful for:
  • Importing into accounting software
  • Sharing with accountants
  • Expense tracking and reporting
  • Tax preparation
csv
Date,Vendor,Invoice Number,Description,Amount,Category,File Path
2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,path/to/file.pdf
CSV文件用途：
  • 导入至会计软件
  • 分享给会计师
  • 费用追踪与报告
  • 税务准备

Handling Special Cases

特殊情况处理

Missing Information

信息缺失

  • Flag file for manual review
  • Use file modification date as fallback
  • Create "Needs-Review/" folder
  • 标记文件以便人工审核
  • 以文件修改日期作为备选
  • 创建「Needs-Review/」文件夹

Duplicate Invoices

重复发票

  • Compare file hashes
  • Keep highest quality version
  • Note duplicates in summary
  • 对比文件哈希值
  • 保留质量最高的版本
  • 在汇总报告中注明重复项

Multiple Formats

多格式支持

Works with:
  • PDF invoices
  • Scanned receipts (JPG, PNG)
  • Email attachments
  • Screenshots
  • Bank statements
支持以下格式：
  • PDF发票
  • 扫描收据（JPG、PNG）
  • 邮件附件
  • 截图
  • 银行对账单

Best Practices

最佳实践

  • Backup originals before reorganizing
  • Use consistent date format (YYYY-MM-DD)
  • Organize monthly, not annually
  • Keep receipts 7 years (audit period)
  • Tag by deductibility for taxes
  • 整理前备份原文件
  • 使用统一的日期格式（YYYY-MM-DD）
  • 按月整理，而非按年
  • 收据保留7年（审计周期）
  • 按可抵扣性标记文件以便税务处理