Invoice Automation

发票自动化

全面的发票自动化技能，可在多个会计平台中生成、发送、跟踪和对账发票。

核心工作流

1. 发票生成

INVOICE CREATION FLOW:
┌─────────────────┐
│  Customer Data  │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Line Items     │
│  - Products     │
│  - Services     │
│  - Quantities   │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Apply Template │
│  - Branding     │
│  - Terms        │
│  - Tax rates    │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Generate PDF   │
└─────────────────┘

2. 多平台集成

平台	功能
QuickBooks	完整的创建、读取、更新和删除操作，付款，报告
Xero	发票，联系人，银行流水
FreshBooks	时间跟踪，费用，发票
Stripe	定期付款，一次性付款，订阅
Wave	免费开票，收据
Zoho Invoice	多币种，模板

3. 自动化工作流

根据时间跟踪自动开票：

trigger: weekly_timesheet_approved
actions:
  - aggregate_billable_hours
  - calculate_totals
  - generate_invoice
  - send_to_client
  - log_to_accounting

付款提醒序列：

reminders:
  - days_before_due: 3
    template: friendly_reminder
  - days_after_due: 1
    template: payment_due
  - days_after_due: 7
    template: overdue_notice
  - days_after_due: 30
    template: final_notice

发票模板

标准发票模板

## INVOICE

**Invoice Number:** INV-{YYYY}{MM}-{####}
**Date:** {issue_date}
**Due Date:** {due_date}

### Bill To:
{customer_name}
{customer_address}
{customer_email}

### Items:
| Description | Qty | Unit Price | Amount |
|-------------|-----|------------|--------|
| {item_1}    | {q} | ${price}   | ${amt} |
| {item_2}    | {q} | ${price}   | ${amt} |

**Subtotal:** ${subtotal}
**Tax ({tax_rate}%):** ${tax_amount}
**Total Due:** ${total}

### Payment Methods:
- Bank Transfer: {bank_details}
- Credit Card: {payment_link}
- PayPal: {paypal_email}

定期开票设置

recurring_invoice:
  customer_id: "cust_123"
  frequency: monthly
  day_of_month: 1
  items:
    - description: "Monthly Retainer"
      quantity: 1
      unit_price: 5000
  auto_send: true
  payment_terms: net_30
  reminder_enabled: true

付款跟踪

状态仪表板

PAYMENT STATUS OVERVIEW:
┌──────────────────────────────────────────┐
│  Outstanding    │ $45,000  │ 12 invoices │
│  Overdue        │ $8,500   │ 3 invoices  │
│  Paid (30 days) │ $125,000 │ 28 invoices │
│  Pending        │ $15,000  │ 5 invoices  │
└──────────────────────────────────────────┘

账龄报告

ACCOUNTS RECEIVABLE AGING:
┌─────────────┬──────────┬─────────┐
│ Period      │ Amount   │ Count   │
├─────────────┼──────────┼─────────┤
│ Current     │ $25,000  │ 8       │
│ 1-30 days   │ $12,000  │ 4       │
│ 31-60 days  │ $5,000   │ 2       │
│ 61-90 days  │ $2,500   │ 1       │
│ 90+ days    │ $1,000   │ 1       │
└─────────────┴──────────┴─────────┘

对账工作流

银行流水匹配

reconciliation_rules:
  - match_type: exact_amount
    tolerance: 0
    auto_match: true
  - match_type: invoice_reference
    field: memo
    auto_match: true
  - match_type: customer_name
    fuzzy_match: 0.9
    auto_match: false
    flag_for_review: true

多币种支持

currency_settings:
  base_currency: USD
  supported:
    - EUR
    - GBP
    - JPY
    - CNY
  exchange_rate_source: openexchangerates
  update_frequency: daily
  auto_convert: true

API 集成示例

创建 QuickBooks 发票

const invoice = {
  CustomerRef: { value: "123" },
  Line: [
    {
      DetailType: "SalesItemLineDetail",
      Amount: 1000,
      SalesItemLineDetail: {
        ItemRef: { value: "1" },
        Qty: 10,
        UnitPrice: 100
      }
    }
  ],
  DueDate: "2024-02-15",
  EmailStatus: "NeedToSend"
};

Stripe 发票

const invoice = await stripe.invoices.create({
  customer: 'cus_xxx',
  collection_method: 'send_invoice',
  days_until_due: 30,
  auto_advance: true
});

await stripe.invoiceItems.create({
  customer: 'cus_xxx',
  invoice: invoice.id,
  price: 'price_xxx',
  quantity: 1
});

await stripe.invoices.sendInvoice(invoice.id);

最佳实践

1. 编号一致：使用连续且便于搜索的发票编号
2. 条款清晰：始终注明付款条款和接受的付款方式
3. 及时发送：交付后立即发送发票
4. 自动提醒：为逾期发票设置提醒序列
5. 定期对账：每周将付款与发票匹配
6. 备份记录：在多个系统中保留副本

常见触发条件

触发条件	操作
项目完成	生成最终发票
工时表获批	按小时计费
订阅续订	创建定期发票
收到付款	更新状态，发送收据
发票逾期	发送提醒
月末	生成账龄报告