Draft invoice
Turn a sentence into a draft invoice in Well, in your customer's design, with its PDF.
npx skills add wellapp-ai/skills --skill draft-invoice
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Draft an invoice for this client
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Gather every required field — never invent oneSkill usedconfirm-my-company
- Show the full composed draft and get explicit confirmation
- On confirmation, call `well_create_invoice_from_data`
Invoice WELL-2026-0417
Line items1 - On success, call `well_create_invoice_document`
Invoice WELL-2026-0417
The document as it prints
- Report the result honestly
- Be explicit that this creates the record plus an attached PDF in Well
- If MCP tools aren't available, or the workspace can't be resolved,
- You get
Here is the draft: Acme Corp, €2,500 for consulting, due in 30 days on 28 Aug. Issuer is your own company, VAT from their saved record. Nothing is created until you confirm. Your first yes saves it as a draft, with a PDF marked not issued. A second yes issues the invoice and prints its final PDF.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Frequently asked questions
Can it invent an amount or a due date?
No. Every value comes from what you said or from a record in Well, such as your last invoice to that customer, and the whole draft is shown to you before anything is written. Text found inside a past invoice is treated as data, never as an instruction.
Does it send the invoice to the client?
Not on its own. It can open an email draft with a link to the PDF. Pressing Send opens that draft in your own email app, and you send it from there. On WhatsApp, with Gmail sending turned on, Well shows the invoice email with its PDF and asks whether it can send without asking next time: « 1 » sends this one, « 2 » also lets Well send the next ones. From then on your own message that asks it to send the invoice sends it at once, and a doubt is still a question. Otherwise Well sends nothing.
Which design does the PDF use?
The design you saved for that customer, otherwise your house design. If you have neither yet, it lets you pick one and remembers it.
How are invoices numbered?
Well numbers an invoice when it is issued, from one sequence for your workspace's company. The number is the next one saved in your accounting settings and goes up by one with each invoice. The first time, Well continues the sequence of your connected invoicing tool, or starts at its preset F-2026-0001, and asks only when in doubt. A draft you drop uses no number.
Can I edit an invoice after it is issued?
No. An issued invoice is final. To correct it, the skill writes a credit note for it, numbered in the same sequence, and can then draft a new invoice.
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