invoice-health-check

Original：🇺🇸 English

Translated

Use when scoring invoice completeness, billing accuracy, customer clarity, and collection risk before sending an invoice or publishing a shareable invoice review.

2installs

Sourceharshith-vaddiparthy/finance-skills

Added on2026-09-06

NPX Install

npx skill4agent add harshith-vaddiparthy/finance-skills invoice-health-check

SKILL.md Content

View Translation Comparison →

Invoice Health Check

Use this skill to review an invoice for correctness, clarity, and collection risk before it goes out.

Inputs

Invoice draft or export.
Customer account details, contract or order form, payment terms, billing policy, tax requirements, and prior dispute history.
Optional benchmark: company invoice checklist or brand tone.

Workflow

Check required invoice fields: legal entity, customer name, billing contact, invoice number, date, due date, terms, currency, tax details, remittance instructions, and payment link.
Check billing logic: products, quantities, rates, discounts, credits, billing period, proration, taxes, and totals.
Check customer clarity: line descriptions, usage details, support contact, and explanatory notes for unusual charges.
Check collection risk: overdue history, invoice complexity, missing PO, disputed account, weak contact, and large variance from prior invoice.
Score the invoice from 0-100 and explain the drivers.

Output

Return:

Invoice health score.
Pass/fail checklist.
Material issues and recommended fixes.
Collection-risk notes.
Customer-safe explanation for non-obvious charges when requested.

Guardrails

Do not approve an invoice if contract support is missing for material charges.
Do not add tax, legal, or payment language unless source policy supports it.
Do not send the invoice.
Keep the score explainable and source-backed.