billing-finance

Community

Streamline financial management with invoicing, payments, and reports.

AuthorPartners-in-Biz
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill unit simplifies financial management by automating invoicing, payment processing, and financial reporting on Partners in Biz.

Core Features & Use Cases

  • Invoice Lifecycle Management: Handle the full lifecycle of invoices from drafting to payment confirmation.
  • Payment Processing: Supports EFT and PayPal, with a fallback for international clients.
  • Recurring Billing: Automate recurring invoices and manage expenses.
  • Financial Reporting: Generate reports on revenue, outstanding invoices, and client lifetime value.
  • Use Case: If you need to create an invoice, send it to a client, and track payments, this skill can streamline the process.

Quick Start

Trigger the billing-finance skill by saying 'create an invoice for [client name]' or 'send the next invoice'.

Dependency Matrix

Required Modules

paypal

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: billing-finance
Download link: https://github.com/Partners-in-Biz/partnersinbiz-web/archive/main.zip#billing-finance

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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