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finance

invoice-description

Transform completed work into clear, professional invoice line items that clients understand and approve without questions.

Inputs

  • source (Raw work items) — Task list, time log, or work summary
  • offerings — loaded from your vault context
  • profile — loaded from your vault context
  • source (Review route) — Existing draft line items to review
  • source (Summary route) — Work items and period for billing summary

How you ask

  • Convert these task items into invoice line descriptions
  • Write professional invoice descriptions for this week's work
  • Turn my time log into client-ready billing summaries

Outputs

  • invoice (markdown)
  • revised-invoice (markdown)
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[Finance Manager]