invoice-automation

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

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

## 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}

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

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  │
└──────────────────────────────────────────┘

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       │
└─────────────┴──────────┴─────────┘

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

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

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

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);