monthly-billing
How to perform Monthly Billing and Invoice Generation
How to perform Monthly Billing and Invoice Generation
Voice notes become actions, receipt photos become expenses — hands-free business input
This skill should be used when the user wants to find receipt emails and forward them to Expensify for expense tracking. It searches Gmail for receipts, invoices, and payment confirmations, then forwards them to receipts@expensify.com. Trigger phrases include "forward receipts", "expense receipts", "send receipts to expensify", or "process expense emails".
Conversational multi-step flow to create a new contact in the CRM
CRM contacts: create, update, search, link emails/mobiles/tags/cities/KIT
Design well-structured tasks for AI agents. Use when creating issues, work items, or task specifications that agents will execute autonomously.
How server functions (invoke) work in Deco storefronts — the generate-invoke pipeline that bridges @decocms/apps pure functions to TanStack Start createServerFn with top-level declarations. Covers the root cause of CORS issues with VTEX API calls, why createServerFn must be top-level, the three-layer architecture (apps=pure functions, start=generator, site=generated invoke), the generate-invoke.ts script, and the comparison with deco-cx/deco's Proxy+HTTP invoke. Use when debugging CORS in cart/checkout, adding new server actions, understanding why invoke calls hit VTEX directly from the browser, or setting up invoke for a new site.
Generate professional PDF invoices from JSON data. Use when the user needs to create an invoice, billing document, or payment request with company/client details and line items.
World-class SaaS sales and marketing expert specializing in subscription revenue growth, customer acquisition, retention strategies, product-led growth, and marketing funnels for indie founders and B2B SaaS companies.
Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.
Create a new invoice for a client with line items using the Invoice My Clients MCP server. Use when the user wants to invoice a client, bill for work, or create a new invoice.
Generate reports and summaries from invoice data. Use when the user wants financial summaries, outstanding balances, revenue reports, or invoice analytics.
Create, update, search, and manage client/business records in Invoice My Clients. Use when the user wants to add a new client, update client info, find a client, or view their client list.
Create professional invoices with proper formatting. Use when a user asks to generate an invoice, create a bill, make an invoice PDF, build an invoice for a client, or produce a billing document. Supports multiple currencies, tax calculations, discounts, and customizable templates.