# Invoice Health Check

> Use when scoring invoice completeness, billing accuracy, customer clarity, and collection risk before sending an invoice or publishing a shareable invoice review.

- **Type:** Skill
- **Install:** `agentstack add skill-loopfour-finance-skills-invoice-health-check`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [loopfour](https://agentstack.voostack.com/s/loopfour)
- **Installs:** 0
- **Category:** [Finance & Payments](https://agentstack.voostack.com/c/finance-and-payments)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [loopfour](https://github.com/loopfour)
- **Source:** https://github.com/loopfour/finance-skills/tree/main/skills/invoice-health-check

## Install

```sh
agentstack add skill-loopfour-finance-skills-invoice-health-check
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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](https://github.com/loopfour)
- **Source:** [loopfour/finance-skills](https://github.com/loopfour/finance-skills)
- **License:** MIT

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-loopfour-finance-skills-invoice-health-check
- Seller: https://agentstack.voostack.com/s/loopfour
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.