invoice-description

Transform completed work into clear, professional invoice line items that clients understand and approve without questions.

• Area: Finance
• Category: finance
• Level: beginner
• Input: data
• Output: spreadsheet
• Setup: none
• Roles: Finance Manager

Converts completed work items into invoice line-item descriptions for QuickBooks or Xero.

How you ask

• “Convert these task items into invoice line descriptions”
• “Write professional invoice descriptions for this week's work”
• “Turn my time log into client-ready billing summaries”

Inputs

• client-profile — Client profile — billing entity context.
• source (Raw work items) — Task list, time log, or work summary
• offerings — loaded from your vault context
• profile — loaded from your vault context
• source (Review route) — Existing draft line items to review
• source (Summary route) — Work items and period for billing summary

Outputs

• invoice (markdown)
• revised-invoice (markdown)
• {client.invoices}/invoice-{client-id}-{YYYY-MM-DD}.md