Generate Invoices from Project Conversations

1. Go to https://claude.ai and start a **new chat**. 2. Paste your **full** project conversation — Slack export, email thread (oldest → newest), or meeting chat. Include enough context that rates and deliverables make sense. 3. Paste this prompt: "From the conversation above **only**, extract and label: (a) **Provider** — legal or trade name for who is **sending** this invoice (write UNKNOWN if not stated). (b) **Client** — billing name for who **pays** — company or person (write UNKNOWN if unclear). (c) **Currency** — only if explicitly stated or clearly implied; otherwise UNKNOWN. (d) **Tax IDs** — VAT, GST, EIN, etc. **only** if explicitly mentioned; otherwise write NONE STATED. Do not invent facts. Output a short block titled **Billing identities**." 4. If any line says UNKNOWN, add **one** bullet list under the block: what you must confirm with the client or your records **before** sending the invoice.

1. In the **same** Claude chat, paste: "Build a markdown **table** from the conversation with columns: **Description | Qty | Unit | Rate | Line total | Evidence (short quote)** Rules: - Every **rate** or **scope** must tie to a quoted phrase or number from the thread, or mark Rate as **NEEDS CONFIRMATION**. - Do **not** guess hours or prices. - If there are multiple phases (deposit, milestone, final), group them and add a **Subtotal** row per phase. - End with **Pre-tax subtotal** (sum of line totals only if math is certain; otherwise write NEEDS CONFIRMATION)." 2. Read each row: if **NEEDS CONFIRMATION** appears, decide whether you can fix it from the thread or must message the client **before** invoicing. 3. Delete or merge **duplicate** rows for the same deliverable.

1. Still in the same chat, paste: "Using my Billing identities block and the line-item table, draft **invoice sections** in this order: - Title: INVOICE - Invoice # — use my pattern: [PREFIX]-[YYYYMM]-[###] (I will replace PREFIX) - Issue date — today’s date in my locale - Due date — Net 15 / Due on receipt / specific date — **only** if the thread or my policy supports it; otherwise ask me to pick ONE term - Bill From / Bill To — copy from Billing identities - Line items table (same columns as before) - **Tax** — if tax rate is **not** explicit in the thread, print: "Sales tax / VAT: as applicable — verify locally" with **no** calculated amount - **Grand total** — subtotal plus tax **only** if tax amount is explicit in the thread; otherwise grand total = subtotal with a note that tax may apply - **Payment methods** — list only what I actually accept (bank transfer, Stripe, PayPal, etc.) - **Late fee** — include **only** if my policy or the thread states it" 2. Replace PREFIX in the invoice # with something you use (e.g. your initials or business acronym). 3. Scan for **contradictory** terms (e.g. Net 15 **and** due on receipt). If both appear, edit so **one** due rule wins.

1. Open https://docs.google.com → **Blank** document. 2. Title the file: **Invoice [Client name] — [YYYY-MM]** (use your client billing name). 3. Paste Claude’s invoice sections. Select all → pick **one** readable font (e.g. Arial or Georgia) → use **Insert → Table** for the line items if pasting broke columns; keep borders simple. 4. **File → Download → PDF** (.pdf). 5. Email your client: attach the PDF. Subject: **Invoice #[number] — [client]**. 6. Body: one short paragraph — what the invoice is for, due date, and how to pay (match your Payment methods). 7. Optional: if you use Stripe or another processor for card payments, add **one** payment link sentence — do not skip the PDF attachment unless your workflow is explicitly link-only.