Draft CE finance documents like invoices and fee notes for review.
npx skills add https://github.com/merceralex397-collab/CCC --skill finance-document
Please help me install this Agent Skill. Skill: finance-document Source: https://github.com/merceralex397-collab/CCC/tree/main/src/skills/finance-document Command: npx skills add https://github.com/merceralex397-collab/CCC --skill finance-document
Draft CE finance documents in house style while keeping business finance state out of the skill.
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.
High-intent search queries and answers about installing and using this skill.
To draft house-style finance invoices and fee notes, provide the matter reference, addressee, service lines, VAT treatment, and payment terms. The skill generates a formatted document draft that requires a named human to review before sending.
Generating an Audatex invoice draft requires a matter reference, addressee, services or charge lines, VAT treatment, and payment terms. These inputs populate the house-style template to create a document ready for human review.
No, you cannot use this skill to send live invoice emails. It produces drafts for manual processing only, enforcing governance by requiring a named human to review the generated fee note or invoice email before sending.
No, the skill does not manage business financial state or accounting records. It strictly drafts fee notes, standard Audatex invoices, website invoices, and invoice emails in house style, keeping financial state management external to the document generation process.
The best way to ensure fee notes follow CE house style is using reference templates to populate matter references, addressee details, service lines, and VAT treatment. This generates a compliant draft pending manual review and processing.
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