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invoice-management

Automate invoice creation, payment recording, and credit notes in CRM.

Updated Jun 15, 2026
Search Tags:#CRM#invoice management#billing#payment processing#credit notes
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill invoice-management-keboola
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-management
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/invoice-management
Command: npx skills add https://github.com/keboola/crm-plugin --skill invoice-management-keboola

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill streamlines invoicing processes, reducing manual tasks and improving accuracy in managing invoices, billing, payments, and credit notes.

Core Features & Use Cases

  • Invoice Creation and Management: Create, send, record payments, void, and export invoices.
  • Order-driven Invoicing: Automatically generate invoices from activated orders based on billing cycles.
  • Aging Reports: Run aging reports to identify overdue invoices and manage billing schedules.
  • Credit Notes: Issue credit notes against invoices for various scenarios like overcharging or correcting billing errors.
  • Use Case: Automate the invoicing process from order creation to payment recording, saving time and reducing errors.

Quick Start

To generate invoices from activated orders, run the command: crm invoices generate-from-orders --format human

Frequently Asked Questions about invoice-management

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate invoice generation from activated orders in my CRM?▼

You can automate invoice generation by running the command `crm invoices generate-from-orders --format human`, which creates invoices from activated orders based on your configured billing cycles.

Can I issue credit notes to correct billing errors or overcharges in CRM?▼

Yes, you can issue credit notes against existing invoices to correct billing errors, handle overcharges, or adjust invoicing records directly within the CRM system.

What is the best way to identify overdue invoices and manage billing schedules?▼

The best way to identify overdue invoices is by running aging reports, which highlight overdue payments and help you manage ongoing billing schedules efficiently.

Does this invoicing workflow handle payment recording and voiding?▼

Yes, the invoicing workflow handles payment recording and voiding, allowing you to create, send, record payments, void, and export invoices directly within your CRM.

How do I streamline manual invoicing and billing processes to reduce errors?▼

You can streamline manual invoicing by automating the end-to-end process from order creation to payment recording, which reduces manual tasks and improves billing accuracy.

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