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Invoices and receipts: a Claude skill

Claude generates invoices and receipts as Google Docs, with a PDF if you want one, from an invoices table and a line items table in Airtable, Google Sheets or CSV files.

Download SKILL.md Claude skill

What Claude does with it

  • Reads your invoices and line items and checks that the invoice numbers match on both sides
  • Checks header placeholders against your columns and tells you what to type for the repeating line items row
  • Asks whether you need a PDF per invoice (one run each) or a batch of Google Docs, and sets the Drive folder
  • Generates one invoice for you to check line by line, then the rest, and returns the links

Claude configures; it cannot edit the Google Slides or Google Docs template file itself. Placeholders and layout stay yours.

Install in Claude Code

  1. Connect SourceToDocs

    In Claude Code, run the command below, then authenticate under /mcp.

    claude mcp add --transport http sourcetodocs https://app.sourcetodocs.com/api/mcp

  2. Add the skill

    Save the skill file as .claude/skills/invoices-and-receipts/SKILL.md in your project, or as ~/.claude/skills/invoices-and-receipts/SKILL.md to have it in every Claude Code project.

  3. Ask for the document

    Start a new Claude Code session and describe what you want, or paste the prompt from one of the recipes below. The skill has Claude preview the run and ask before it starts one. Each generated file counts against your plan, so check the first file before you run the rest.

Using another client? Setup for each one is on the MCP server page.

Recipes that use this skill