Invoice Health Check

Invoice Health Check

Use this skill to review an invoice for correctness, clarity, and collection risk before it goes out.

Inputs

• Invoice draft or export.
• Customer account details, contract or order form, payment terms, billing policy, tax requirements, and prior dispute history.
• Optional benchmark: company invoice checklist or brand tone.

Workflow

1. Check required invoice fields: legal entity, customer name, billing contact, invoice number, date, due date, terms, currency, tax details, remittance instructions, and payment link.
2. Check billing logic: products, quantities, rates, discounts, credits, billing period, proration, taxes, and totals.
3. Check customer clarity: line descriptions, usage details, support contact, and explanatory notes for unusual charges.
4. Check collection risk: overdue history, invoice complexity, missing PO, disputed account, weak contact, and large variance from prior invoice.
5. Score the invoice from 0-100 and explain the drivers.

Output

Return:

• Invoice health score.
• Pass/fail checklist.
• Material issues and recommended fixes.
• Collection-risk notes.
• Customer-safe explanation for non-obvious charges when requested.

Guardrails

• Do not approve an invoice if contract support is missing for material charges.
• Do not add tax, legal, or payment language unless source policy supports it.
• Do not send the invoice.
• Keep the score explainable and source-backed.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: loopfour
• Source: loopfour/finance-skills
• License: MIT

Install and usage instructions live in the source repository linked above.