finance-document

Community

Draft CE finance documents for invoices and notes.

Authormerceralex397-collab
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Draft CE finance documents in house style while keeping business finance state out of the skill.

Core Features & Use Cases

  • Generate expert-services fee notes, standard Audatex invoices, website invoices, and invoice emails as drafts for review and manual processing.
  • Use matter references, addressee, services/charge lines, VAT treatment, and payment terms to populate documents; governance requires human review before sending.
  • Maintain CE house style by leveraging references and templates; outputs are drafts only, not live financial records.

Quick Start

Provide matter reference, addressee, service lines, VAT treatment, and payment terms to generate a CE house-style draft (fee-note, invoice, or email) ready for review.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: finance-document
Download link: https://github.com/merceralex397-collab/CCC/archive/main.zip#finance-document

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