draft_invoice
Generate a ready-to-send professional invoice in Markdown from an accepted proposal. Includes itemized line items, subtotal, optional tax, and total due. Paste into invoicing tools or convert to PDF.
Instructions
Generate a complete, ready-to-send professional invoice document in Markdown format. Produces the actual invoice (not a cover email or reminder) with a professional header, itemised line items, subtotal, optional tax line, and total due. Ideal for converting an accepted proposal into a billable document. Distinct from invoice_cover_email (the email you send alongside the invoice), invoice_reminder (chasing a late payment), and payment_plan_proposal (offering instalments). The output is Markdown — paste into your invoicing tool, convert to PDF, or send as a formatted email. Required: client_name, your_name, line_items (array of work items). Optional: invoice_number, invoice_date, due_date, tax_rate, payment_instructions, currency, your_business_name, client_company.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | Full name of the client or billing contact | |
| client_company | No | Client's company name (omit for solo/individual clients) | |
| your_name | Yes | Your full name | |
| your_business_name | No | Your business or trading name (omit if billing as an individual) | |
| invoice_number | No | Invoice reference number (e.g. 'INV-2026-042'). Omit to leave as a placeholder. | |
| invoice_date | No | Date of issue (e.g. '18 June 2026'). Defaults to today if omitted. | |
| due_date | No | Payment due date (e.g. '2 July 2026' or 'Net 14'). Omit to use Net 14 from invoice date. | |
| currency | No | Currency symbol or code (e.g. '$', '£', 'EUR'). Defaults to '$'. | |
| line_items | Yes | Work items to bill for. Each item needs a description; quantity and rate are optional (omit for fixed-fee items). | |
| tax_rate | No | Tax percentage to apply (e.g. 10 for 10% GST/VAT). Omit to produce a tax-free invoice. | |
| payment_instructions | No | Payment details — bank account, PayPal address, Stripe link, or 'see attached'. Omit to leave a placeholder. |