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invoice-health-check

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Original

English
🇨🇳

Translation

Chinese

Invoice Health Check

发票健康检查

Use this skill to review an invoice for correctness, clarity, and collection risk before it goes out.
在发票发出前，使用此Skill审核发票的正确性、清晰度和收款风险。

Inputs

输入

  • 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.
  • 发票草稿或导出文件。
  • 客户账户详情、合同或订单表单、付款条款、账单政策、税务要求以及过往纠纷记录。
  • 可选基准：公司发票核对清单或品牌语调。

Workflow

工作流程

  1. Check required invoice fields: legal entity, customer name, billing contact, invoice number, date, due date, terms, currency, tax details, remittance instructions, and payment link.
  2. Check billing logic: products, quantities, rates, discounts, credits, billing period, proration, taxes, and totals.
  3. Check customer clarity: line descriptions, usage details, support contact, and explanatory notes for unusual charges.
  4. Check collection risk: overdue history, invoice complexity, missing PO, disputed account, weak contact, and large variance from prior invoice.
  5. Score the invoice from 0-100 and explain the drivers.
  1. 检查发票必填字段：法律实体、客户名称、账单联系人、发票编号、日期、到期日、条款、货币、税务详情、汇款说明和付款链接。
  2. 检查账单逻辑：产品、数量、费率、折扣、信用额度、账单周期、按比例计费、税费和总计金额。
  3. 检查客户清晰度：明细描述、使用详情、支持联系人以及异常费用的解释说明。
  4. 检查收款风险：逾期记录、发票复杂度、缺失采购订单（PO）、有纠纷的账户、联系人不明确以及与过往发票的大额差异。
  5. 为发票打出0-100分并说明评分依据。

Output

输出

Return:
  • Invoice health score.
  • Pass/fail checklist.
  • Material issues and recommended fixes.
  • Collection-risk notes.
  • Customer-safe explanation for non-obvious charges when requested.
返回：
  • 发票健康评分。
  • 通过/未通过核对清单。
  • 重大问题及建议修复方案。
  • 收款风险说明。
  • 按需提供针对非明显费用的客户友好型解释。

Guardrails

约束规则

  • 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.
  • 如果重大费用缺乏合同支持，不得批准发票。
  • 除非有源政策支持，否则不得添加税务、法律或付款相关措辞。
  • 不得发送发票。
  • 评分需可解释且有依据。